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iShares MBS ETF
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Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$684M
2
CSIA
2
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
3
Bank of America
North Carolina
$6.03B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
5
BlackRock
New York
$220M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
2
Sage Advisory Services
Texas
$10.2M
3
Jane Street
3
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$24.8M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Avalon Investment & Advisory
Texas
$62M +$8.58M +79,758 +16%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$56.7M -$28K -260 -0%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$54.5M +$8.27M +76,862 +18%
Korea Investment Corp
29
Korea Investment Corp
South Korea
$53.8M – – –
IA
30
IndexIQ Advisors
New York
$52.4M +$9.03M +83,903 +21%
NAM
31
NorthCoast Asset Management
Connecticut
$46.5M -$181K -1,683 -0.4%
GI
32
Gradient Investments
Minnesota
$46.3M +$18.1M +168,155 +64%
FA
33
FDx Advisors
Illinois
$42.8M -$2.78M -25,851 -6%
DIP
34
DT Investment Partners
Pennsylvania
$38.8M +$3.42M +31,823 +10%
DJSG
35
D.J. St. Germain
Massachusetts
$38.3M +$3.63M +33,782 +10%
RJA
36
Raymond James & Associates
Florida
$37.2M -$1.58M -14,685 -4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$36.7M -$1.08M -10,043 -3%
AG
38
Advisor Group
Arizona
$35.8M +$17.7M +164,772 +98%
ECM
39
ETrade Capital Management
Virginia
$35M +$2.73M +25,398 +8%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$33.8M +$5M +46,478 +17%
1CP
41
1607 Capital Partners
Virginia
$32.2M +$19.9M +184,550 +161%
Franklin Resources
42
Franklin Resources
California
$29.7M +$3.69M +34,291 +14%
PI
43
PFS Investments
Georgia
$29.6M +$1.1M +10,205 +4%
SEI Investments
44
SEI Investments
Pennsylvania
$27.4M +$3.69M +34,265 +16%
ECM
45
Evergreen Capital Management
Washington
$26.5M +$26.5M +246,367 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$24.8M -$23.5M -218,411 -49%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$23.9M +$7.59M +70,576 +46%
IWS
48
Insight Wealth Strategies
California
$23.7M +$2.6M +24,188 +12%
PWAG
49
Polaris Wealth Advisory Group
California
$23.5M +$23.5M +218,840 New
SMM
50
Stadion Money Management
Georgia
$21.3M -$1.25M -11,600 -6%
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