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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 %
HTC
51
Haverford Trust Company
Pennsylvania
$19M +$510K +4,799 +3%
SMFG
52
Sumitomo Mitsui Financial Group
Japan
$18.1M -$998K -9,385 -5%
Goldman Sachs
53
Goldman Sachs
New York
$18.1M -$148K -1,393 -0.8%
AG
54
Advisor Group
Arizona
$17.9M +$4.57M +43,003 +34%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$17.4M +$17.4M +163,239 +217,652%
LG
56
Leuthold Group
Minnesota
$16.7M +$14.4M +134,970 +604%
CIM
57
Confluence Investment Management
Missouri
$16.4M +$174K +1,640 +1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$16.2M +$5.54M +52,040 +52%
First Trust Advisors
59
First Trust Advisors
Illinois
$16M -$959K -9,017 -6%
HH
60
Hilltop Holdings
Texas
$15.5M +$8.22M +77,276 +113%
FCC
61
Florin Court Capital
United Kingdom
$15.3M -$3.01M -28,300 -16%
GC
62
Guggenheim Capital
Illinois
$14.8M +$1.67M +15,738 +13%
BTS
63
BB&T Securities
Virginia
$14.7M -$53K -498 -0.4%
MD
64
Money Design
Japan
$14.6M -$106K -993 -0.7%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$14.5M +$5.35M +50,315 +59%
US Bancorp
66
US Bancorp
Minnesota
$14.3M +$2.1M +19,764 +17%
VFA
67
Voya Financial Advisors
Connecticut
$13.8M +$6.16M +57,892 +81%
Allianz Asset Management
68
Allianz Asset Management
Germany
$13.3M +$3.83M +36,015 +40%
PL
69
Protective Life
Alabama
$12.9M – – –
OAM
70
Oppenheimer Asset Management
New York
$12.9M -$402K -3,776 -3%
EC
71
Estate Counselors
Wisconsin
$12.4M +$6.99M +65,755 +129%
Northern Trust
72
Northern Trust
Illinois
$12.3M +$12.3M +119,023 New
1CP
73
1607 Capital Partners
Virginia
$12.2M +$12.2M +114,600 New
RJFSA
74
Raymond James Financial Services Advisors
Florida
$11.4M +$184K +1,727 +2%
NC
75
NewSquare Capital
Pennsylvania
$11M +$149K +1,400 +1%
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3
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