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iShares MBS ETF
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Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
2
Wells Fargo
California
$715M
3
IA
3
IndexIQ Advisors
New York
$69.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$245M
5
Jane Street
5
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$172M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$512M
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
4
AssetMark Inc
California
$66.9M
5
1CP
5
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$13.9M +$647K +6,262 +5%
MD
52
Money Design
Japan
$13.2M +$1.96M +18,957 +17%
Allianz Asset Management
53
Allianz Asset Management
Germany
$12.8M +$2.03M +19,652 +19%
OAM
54
Oppenheimer Asset Management
New York
$12.8M -$1.24M -11,999 -9%
PL
55
Protective Life
Alabama
$12.6M +$12.6M +121,561 New
GC
56
Guggenheim Capital
Illinois
$12.2M +$290K +2,807 +2%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$11.9M -$1.11M -10,710 -9%
CWM
58
Cornerstone Wealth Management
Missouri
$11.6M +$2.79M +298,772 +32%
HFA
59
High Falls Advisors
New York
$11.2M +$8.24M +79,753 +282%
BTS
60
BB&T Securities
Virginia
$11.1M +$245K +2,374 +2%
AG
61
Advisor Group
Arizona
$11M +$4.76M +46,034 +76%
HH
62
Hilltop Holdings
Texas
$10.5M +$731K +7,078 +7%
NC
63
NewSquare Capital
Pennsylvania
$10.3M -$367K -3,550 -3%
UBS AM
64
UBS AM
Illinois
$9.86M -$10.2M – –
RT
65
Rockland Trust
Massachusetts
$9.51M +$2.63M +25,440 +38%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$8.65M -$2.65M -25,666 -23%
PA
67
Parkside Advisors
California
$8.57M +$266K +2,577 +3%
VFA
68
Voya Financial Advisors
Connecticut
$8.16M -$481K -4,656 -6%
QI
69
QS Investors
New York
$7.25M -$551K -5,337 -7%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$7.16M +$7.16M +69,281 New
ERIM
71
Eagle Ridge Investment Management
Connecticut
$6.94M -$49.1K -475 -0.7%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$6.56M -$99.5K -963 -1%
Betterment LLC
73
Betterment LLC
New York
$6.25M -$1.1M -10,641 -15%
IWA
74
Independence Wealth Advisors
Virginia
$6.08M +$164K +1,588 +3%
FAAS
75
First Allied Advisory Services
California
$5.87M -$235K -2,267 -4%
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