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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 %
RWM
101
RKL Wealth Management
Pennsylvania
$6.37M +$1.29M +12,040 +25%
QI
102
QS Investors
New York
$5.79M -$525K -4,875 -8%
ACI
103
Alpha Cubed Investments
California
$5.58M +$147K +1,365 +3%
GRP
104
Global Retirement Partners
California
$5.53M +$933K +8,674 +20%
Allianz Asset Management
105
Allianz Asset Management
Germany
$5.3M -$8.18M -76,007 -61%
Invesco
106
Invesco
Georgia
$5.18M +$1.86M +17,252 +56%
CCMG
107
Clark Capital Management Group
Pennsylvania
$4.87M +$4.87M +45,261 New
AFA
108
American Financial Advisors
Georgia
$4.85M +$553K +5,139 +13%
FAAS
109
First Allied Advisory Services
California
$4.65M +$348K +3,236 +8%
BWAM
110
Boyd Watterson Asset Management
Ohio
$4.56M +$422K +3,926 +10%
NA
111
NewEdge Advisors
Louisiana
$4.55M +$3.89M +36,149 +592%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$4.48M -$52.3K -486 -1%
NP
113
NorthRock Partners
Minnesota
$4.47M – – –
Baird Financial Group
114
Baird Financial Group
Wisconsin
$4.4M +$2.38M +22,153 +118%
ERIM
115
Eagle Ridge Investment Management
Connecticut
$4.38M -$106K -986 -2%
Betterment LLC
116
Betterment LLC
New York
$4.31M -$1.1M -10,200 -20%
Deutsche Bank
117
Deutsche Bank
Germany
$4.27M +$1.32M +12,268 +45%
LWM
118
Lenox Wealth Management
Ohio
$4.26M -$3.01M -28,019 -41%
IWA
119
Independence Wealth Advisors
Virginia
$4.18M +$441K +4,100 +12%
HW
120
Hancock Whitney
Mississippi
$4.01M +$4.01M +37,303 New
Nomura Asset Management
121
Nomura Asset Management
Japan
$3.94M +$2.09M +19,400 +113%
AWM
122
AE Wealth Management
Kansas
$3.92M +$3.62M +33,692 +1,216%
RCAG
123
Rehmann Capital Advisory Group
Michigan
$3.88M +$555K +5,161 +17%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$3.87M -$181K -1,686 -4%
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.8M +$98K +911 +3%
3 4
5
6 7