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iShares MBS ETF

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
101
Capital Analysts LLC
Pennsylvania
$7.51M +$332K +3,064 +5%
FTUS
102
Flow Traders U.S.
New York
$7.5M +$7.5M +69,246 New
FAAS
103
First Allied Advisory Services
California
$7.44M +$2.75M +25,399 +59%
HighTower Advisors
104
HighTower Advisors
Illinois
$7.36M +$3.63M +33,460 +97%
RWM
105
RKL Wealth Management
Pennsylvania
$7.21M +$793K +7,320 +12%
FM
106
Foster & Motley
Ohio
$6.99M +$532K +4,908 +8%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$6.54M +$2.12M +19,567 +48%
TC
108
Trilogy Capital
California
$6.54M +$6.54M +60,309 New
AI
109
Atria Investments
North Carolina
$6.34M -$2.25M -20,777 -26%
Allianz Asset Management
110
Allianz Asset Management
Germany
$6.21M +$872K +8,056 +16%
Northern Trust
111
Northern Trust
Illinois
$6.19M -$1.01M -9,895 -14%
Financial Engines Advisors
112
Financial Engines Advisors
California
$6.18M +$6.18M +57,050 New
GRP
113
Global Retirement Partners
California
$5.93M +$366K +3,380 +7%
KL
114
KWMG LLC
Kansas
$5.84M +$5.84M +53,941 New
LWM
115
Lenox Wealth Management
Ohio
$5.83M +$1.54M +14,248 +36%
QI
116
QS Investors
New York
$5.82M -$4.77K -44 -0.1%
WP
117
WealthSource Partners
California
$5.65M +$4.41M +40,730 +355%
ACI
118
Alpha Cubed Investments
California
$5.55M -$64.4K -595 -1%
VFA
119
Voya Financial Advisors
Connecticut
$5.49M -$2.03M -18,725 -27%
AFA
120
American Financial Advisors
Georgia
$5.32M +$434K +4,006 +9%
SHIM
121
Stone House Investment Management
Pennsylvania
$5.31M +$2.8M +25,832 +111%
SAS
122
Sage Advisory Services
Texas
$5.26M -$5M -46,143 -49%
CCMG
123
Clark Capital Management Group
Pennsylvania
$5.25M +$343K +3,168 +7%
CB
124
Commerce Bank
Missouri
$5.23M -$1.49M -13,734 -22%
Deutsche Bank
125
Deutsche Bank
Germany
$5.02M +$729K +6,736 +17%