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iShares MBS ETF
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Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$5.8B
3
Wells Fargo
3
Wells Fargo
California
$937M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$1.6M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$146M
4
RBA
4
Richard Bernstein Advisors
New York
$0
5
HNB
5
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$68.3M -$5.7M -53,572 -8%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$56M +$10.1M +95,269 +22%
Korea Investment Corp
28
Korea Investment Corp
South Korea
$53.2M – – –
AIA
29
Avalon Investment & Advisory
Texas
$52.8M +$13.4M +125,919 +34%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$47.7M +$2.81M +26,452 +6%
Jane Street
31
Jane Street
New York
$46.7M +$46.7M +439,331 New
NAM
32
NorthCoast Asset Management
Connecticut
$46.1M -$3.25M -30,559 -7%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$45.7M +$3.68M +34,573 +9%
FA
34
FDx Advisors
Illinois
$45M +$3.86M +36,305 +9%
IA
35
IndexIQ Advisors
New York
$42.9M -$1.35M -12,684 -3%
RJA
36
Raymond James & Associates
Florida
$38.3M +$1.35M +12,663 +4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$37.3M +$1.2M +11,250 +3%
DIP
38
DT Investment Partners
Pennsylvania
$35M +$2.15M +20,232 +7%
DJSG
39
D.J. St. Germain
Massachusetts
$34.2M +$4.14M +38,950 +14%
ECM
40
ETrade Capital Management
Virginia
$31.9M +$5.54M +52,079 +21%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$28.4M -$1.22M -11,479 -4%
PI
42
PFS Investments
Georgia
$28.3M +$3.36M +31,591 +13%
GI
43
Gradient Investments
Minnesota
$27.9M -$7.05M -66,299 -20%
Franklin Resources
44
Franklin Resources
California
$25.7M +$11.4M +107,209 +80%
SEI Investments
45
SEI Investments
Pennsylvania
$23.5M +$5.05M +47,451 +27%
SMM
46
Stadion Money Management
Georgia
$22.3M -$1.3M -12,251 -6%
PFG
47
Piershale Financial Group
Illinois
$21.4M +$10.3M +97,254 +94%
IWS
48
Insight Wealth Strategies
California
$20.9M +$19.2M +180,377 +1,140%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$20.5M +$18.9M +177,366 +1,188%
BWM
50
BerganKDV Wealth Management
Minnesota
$19.4M +$39.6K +372 +0.2%
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