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iShares MBS ETF
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Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
Wells Fargo
California
$715M
3
IA
IndexIQ Advisors
New York
$69.7M
4
UCFA
United Capital Financial Advisors
Texas
$245M
5
Jane Street
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
BlackRock
New York
$172M
2
Fisher Asset Management
Fisher Asset Management
Washington
$512M
3
Bank of America
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
AssetMark Inc
California
$66.9M
5
1CP
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
126
IPG Investment Advisors
California
$1.83M +$35.1K +340 +2%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$1.82M -$447K -4,324 -20%
HNB
128
Huntington National Bank
Ohio
$1.8M -$1.98M – –
SS
129
Simplicity Solutions
Minnesota
$1.79M -$84.9K -822 -5%
JIR
130
James Investment Research
Ohio
$1.78M -$246K -2,379 -12%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$1.75M -$27.4K -266 -2%
CAN
132
Cetera Advisor Networks
California
$1.73M +$364K +3,517 +27%
HPC
133
HM Payson & Co
Maine
$1.72M +$1M +9,714 +141%
Citadel Advisors
134
Citadel Advisors
Florida
$1.68M +$1.68M +16,296 New
AI
135
Atria Investments
North Carolina
$1.66M -$15.2K -147 -0.9%
Prudential Financial
136
Prudential Financial
New Jersey
$1.64M +$1.33M +12,891 +439%
JWS
137
Juncture Wealth Strategies
Arizona
$1.6M -$32.9K -318 -2%
CAM
138
Concorde Asset Management
Michigan
$1.58M -$128K -1,234 -7%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.49M +$517K +5,000 +53%
DADC
140
D.A. Davidson & Co
Montana
$1.4M -$86K -832 -6%
AA
141
Alesco Advisors
New York
$1.4M – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$1.38M +$132K +1,275 +11%
1WA
143
180 Wealth Advisors
Washington
$1.33M +$88.6K +857 +7%
CCG
144
Cypress Capital Group
Florida
$1.3M -$989K -9,577 -43%
CWM
145
Chesapeake Wealth Management
Virginia
$1.26M -$292K -2,828 -19%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M -$4.06M -39,245 -77%
AB
147
AT Bancorp
Iowa
$1.24M – – –
QA
148
Quantitative Advantage
Minnesota
$1.23M +$65.5K +634 +6%
RA
149
RFG Advisory
Alabama
$1.23M +$1.23M +11,903 New
IWM
150
IHT Wealth Management
Illinois
$1.22M -$12.7K -123 -1%
4 5
6
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