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iShares MBS ETF
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Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$339M
3
Bank of America
3
Bank of America
North Carolina
$5.31B
4
Barclays
4
Barclays
United Kingdom
$118M
5
BlackRock
5
BlackRock
New York
$221M

Top Sellers

1
State Street
1
State Street
Massachusetts
$0
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$275K
4
UBS Group
4
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
Estate Counselors
Wisconsin
$5.65M +$217K +2,080 +4%
FM
77
Foster & Motley
Ohio
$5.46M +$191K +1,837 +4%
HS
78
Horan Securities
United States
$5.36M -$421K -4,047 -7%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.34M -$2.44M -23,414 -31%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$5.33M +$477K +4,580 +10%
AIM
81
Acropolis Investment Management
Missouri
$5.21M -$290K -2,785 -5%
BOTW
82
Bank of the West
California
$5.17M -$1.49M -14,276 -22%
MML Investors Services
83
MML Investors Services
Massachusetts
$4.86M +$730K +7,005 +18%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$4.78M -$59.9K -575 -1%
FNBT
85
FineMark National Bank & Trust
Florida
$4.66M -$3.19M -30,599 -41%
FWM
86
Frontier Wealth Management
Missouri
$4.46M -$1.37M -13,128 -23%
BWAM
87
Boyd Watterson Asset Management
Ohio
$4.28M -$259K -2,486 -6%
GRP
88
Global Retirement Partners
California
$4.2M +$291K +2,790 +7%
CCA
89
Clearwater Capital Advisors
Illinois
$4.16M +$323K +3,100 +8%
BCM
90
Brookstone Capital Management
Illinois
$4.02M +$210K +2,011 +5%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$3.9M -$417K -4,000 -10%
PA
92
Planning Alternatives
Michigan
$3.54M +$3.54M +34,000 New
PAG
93
Private Advisor Group
New Jersey
$3.29M +$576K +5,548 +21%
PAG
94
Pinnacle Advisory Group
Maryland
$3.28M -$83.6K -802 -2%
FA
95
Forefront Analytics
Pennsylvania
$3.19M +$1.59M +15,278 +99%
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$3.13M – – –
HFA
97
High Falls Advisors
New York
$2.94M +$214K +2,054 +8%
SFM
98
Signet Financial Management
New Jersey
$2.94M -$236K -2,267 -7%
CM
99
Columbus Macro
Pennsylvania
$2.92M -$121K -1,166 -4%
IFS
100
Ifrah Financial Services
Arkansas
$2.88M -$2.51M -24,077 -47%
2 3
4
5 6