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iShares MBS ETF

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Shares
Change %
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$217K
ACG
352
Allen Capital Group
Nebraska
$209K +$209K +1,931 New
CFA
353
Carroll Financial Associates
North Carolina
$207K -$102K -944 -33%
OC
354
Oppenheimer & Co
New York
$202K +$202K +1,869 New
FHA
355
Flagship Harbor Advisors
Massachusetts
$186K -$1.08K -10 -0.6%
CAN
356
Claraphi Advisory Network
United States
$175K +$175K +1,618 New
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$168K +$1.19K +11 +0.7%
FA
358
Financial Advantage
Maryland
$163K
Simplex Trading
359
Simplex Trading
Illinois
$139K +$139K +1,292 New
NCM
360
Next Capital Management
New York
$138K +$138K +1,270 New
BAM
361
Barrett Asset Management
New York
$100K +$5.41K +50 +6%
AF
362
Advisornet Financial
Minnesota
$97K +$4K +37 +4%
PMFA
363
Plante Moran Financial Advisors
Michigan
$94K +$94K +865 New
PB
364
Pinnacle Bancorp
Nebraska
$92K +$1.74K +16 +2%
EIP
365
Ellis Investment Partners
Pennsylvania
$90K +$3.12K +29 +4%
GCM
366
Gables Capital Management
Florida
$87K
BCI
367
Brinker Capital Investments
Pennsylvania
$81K -$3.36M -31,074 -98%
CAL
368
Capital Advisors Ltd
Ohio
$71K
WT
369
Whittier Trust
California
$71K +$5.98K +55 +9%
PWMG
370
Prestige Wealth Management Group
New Jersey
$71K +$71K +659 New
RFA
371
Reilly Financial Advisors
California
$67K
BAM
372
BTS Asset Management
Massachusetts
$61K
CFD
373
Creative Financial Designs
Indiana
$61K +$2.7K +25 +5%
SIM
374
Sonora Investment Management
Arizona
$60K -$53.2K -495 -47%
AIP
375
Ameritas Investment Partners
Nebraska
$60K -$961 -9 -2%