MBB icon

iShares MBS ETF

324 hedge funds and large institutions have $10.7B invested in iShares MBS ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
7.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
47
Increased
128
Reduced
106
Closed
50
Calls
$345K
Puts
$900K
Net Calls
-$555K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Shares
Change %
NC
76
NewSquare Capital
Pennsylvania
$5.91M +$207K +1,974 +4%
FWM
77
Frontier Wealth Management
Missouri
$5.85M -$1.19M -11,352 -17%
HS
78
Horan Securities
United States
$5.79M +$379K +3,635 +7%
IWA
79
Independence Wealth Advisors
Virginia
$5.68M +$34.8K +333 +0.6%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$5.61M -$25.1K -240 -0.4%
CB
81
Commerce Bank
Missouri
$5.58M +$1.54M +14,760 +38%
AIM
82
Acropolis Investment Management
Missouri
$5.52M -$394K -3,767 -7%
EC
83
Estate Counselors
Wisconsin
$5.46M +$583K +5,570 +12%
IFS
84
Ifrah Financial Services
Arkansas
$5.41M +$64.1K +613 +1%
FM
85
Foster & Motley
Ohio
$5.29M +$134K +1,285 +3%
PWPCM
86
Perella Weinberg Partners Capital Management
New York
$4.92M +$4.92M +47,009 New
RT
87
Rockland Trust
Massachusetts
$4.9M +$4.9M +46,826 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$4.88M +$60.2K +575 +1%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$4.86M -$53.1K -507 -1%
BWAM
90
Boyd Watterson Asset Management
Ohio
$4.56M -$877K -8,385 -16%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$4.34M +$166K +1,585 +4%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.15M -$2.92M -27,951 -41%
HCM
93
Hudson Capital Management
New Jersey
$3.94M +$223K +2,132 +6%
GRP
94
Global Retirement Partners
California
$3.93M +$464K +4,437 +13%
BEC
95
Blue Edge Capital
Virginia
$3.88M +$229K +2,187 +6%
CCA
96
Clearwater Capital Advisors
Illinois
$3.85M +$341K +3,261 +10%
BCM
97
Brookstone Capital Management
Illinois
$3.83M -$1.02M -9,773 -21%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$3.44M -$82.3K -787 -2%
PAG
99
Pinnacle Advisory Group
Maryland
$3.38M -$155K -1,477 -4%
MA
100
MUFG Americas
New York
$3.21M -$4.08M -39,033 -56%