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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 %
AWM
376
AllSquare Wealth Management
New York
$59K -$3.78K -35 -6%
FEM
377
Fulcrum Equity Management
Texas
$53K +$53K +490 New
FIB
378
First Interstate Bank
Montana
$50K +$50K +463 New
TWA
379
TCI Wealth Advisors
Arizona
$48K -$65.6K -605 -58%
AIM
380
Anchor Investment Management
South Carolina
$47.7K
JHCP
381
Jackson Hole Capital Partners
Oklahoma
$45K
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
AWMS
383
Advocacy Wealth Management Services
Georgia
$41K
HI
384
Hudock Inc
Pennsylvania
$40K +$108 +1 +0.3%
SCA
385
Stonebridge Capital Advisors
Minnesota
$39K +$20.6K +191 +112%
SIAP
386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
SF
387
Synovus Financial
Georgia
$36K +$17.9K +169 +99%
BFO
388
Biltmore Family Office
North Carolina
$36K +$36K +331 New
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$35K
BRC
390
Bell Rock Capital
Delaware
$35K
GAM
391
Gemmer Asset Management
California
$35K +$35K +327 New
GEA
392
Glen Eagle Advisors
New Jersey
$33.7K +$33.7K +311 New
MA
393
MCF Advisors
Kentucky
$31K
GSWM
394
Golden State Wealth Management
California
$30K +$12.4K +115 +70%
SSB
395
Sandy Spring Bank
Maryland
$29K +$19.3K +174 +198%
RFWA
396
RPg Family Wealth Advisory
Massachusetts
$28.8K -$3.36K -31 -10%
1IA
397
1834 Investment Advisors
Wisconsin
$23K +$23K +209 New
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$21K
SIS
399
Sound Income Strategies
Florida
$20K +$13.7K +127 +219%
FANJ
400
Financial Architects (New Jersey)
New Jersey
$19K