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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 %
VNA
401
Valley National Advisers
Pennsylvania
$19K +$19K +175 New
KFS
402
Kelly Financial Services
Massachusetts
$18.5K +$15.1K +139 +434%
VFA
403
Valeo Financial Advisors
Indiana
$18K -$6.41K -58 -26%
VRM
404
Vectors Research Management
New York
$17K +$17K +153 New
SB
405
Strategic Blueprint
Georgia
$17K +$17K +159 New
KWA
406
KCS Wealth Advisory
California
$16.2K +$16.2K +150 New
QCIG
407
Quad-Cities Investment Group
Iowa
$16K
CAGAS
408
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +151 New
FGAM
409
Financial Gravity Asset Management
Texas
$15K -$6.22K -56 -29%
FRA
410
Front Row Advisors
California
$15K
CTC
411
Central Trust Company
Missouri
$11K -$67.9K -617 -86%
AIM
412
Advantage Investment Management
Iowa
$10K +$7.31K +68 +272%
AIC
413
Ameritas Investment Company
Nebraska
$9K +$9K +85 New
LGWM
414
Litman Gregory Wealth Management
California
$8K -$21.6K -200 -73%
CI
415
CX Institutional
Indiana
$6K
PO
416
Private Ocean
California
$5K -$13.9K -111 -74%
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$4K -$20.1K -176 -83%
ETI
418
Enterprise Trust & Investment
California
$4K
SMG
419
Spectrum Management Group
Indiana
$4K +$4K +35 New
JFA
420
JNBA Financial Advisors
Minnesota
$3K -$9.25K -74 -76%
First Manhattan
421
First Manhattan
New York
$3K
RP
422
Rice Partnership
Hawaii
$3K +$3K +26 New
GWAG
423
Garrett Wealth Advisory Group
Texas
$2.6K +$2.6K +24 New
CFN
424
Cordasco Financial Network
Florida
$2K
BFC
425
Bedel Financial Consulting
Indiana
$2K