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iShares MBS ETF
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Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$605M
2
RIG
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$446M
4
PCM
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.79B
2
CWM
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
Jane Street
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$216M
5
1CP
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
126
Nomura Asset Management
Japan
$2.27M +$764K +7,300 +51%
SWP
127
Stratos Wealth Partners
Ohio
$2.26M -$163K -1,557 -7%
PCM
128
Peak Capital Management
Colorado
$2.21M -$77.4K -740 -3%
CCA
129
Clearwater Capital Advisors
Illinois
$2.18M -$1.4M -13,376 -39%
AI
130
Atria Investments
North Carolina
$2.18M +$500K +4,775 +30%
EIG
131
Ellenbecker Investment Group
Wisconsin
$2.11M -$129K -1,234 -6%
LWM
132
Lenox Wealth Management
Ohio
$2.11M +$1.16M +11,196 +123%
IA
133
IFP Advisors
Florida
$2.02M -$575K -5,503 -22%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$1.94M +$162K +1,546 +9%
BEC
135
Blue Edge Capital
Virginia
$1.94M +$47.2K +451 +2%
Prudential Financial
136
Prudential Financial
New Jersey
$1.83M +$172K +1,642 +10%
JIR
137
James Investment Research
Ohio
$1.71M -$87.9K -840 -5%
IIA
138
IPG Investment Advisors
California
$1.7M -$151K -1,442 -8%
IWM
139
IHT Wealth Management
Illinois
$1.66M +$428K +4,086 +35%
IWS
140
Insight Wealth Strategies
California
$1.66M +$1.66M +15,816 New
FNBT
141
FineMark National Bank & Trust
Florida
$1.64M -$511K -4,884 -24%
ASN
142
Advisory Services Network
Georgia
$1.63M +$1.53M +14,577 +1,518%
CAN
143
Cetera Advisor Networks
California
$1.61M -$129K -1,233 -7%
NFG
144
Next Financial Group
Texas
$1.59M +$1.54M +14,739 +3,509%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$1.56M -$341K -3,262 -18%
MA
146
MUFG Americas
New York
$1.56M -$1.04M -9,959 -40%
CA
147
Cetera Advisors
Colorado
$1.55M -$1.63M -15,616 -51%
BF
148
Blankinship & Foster
California
$1.55M +$1.55M +14,807 New
SPIA
149
Steward Partners Investment Advisory
New York
$1.54M +$1.03M +9,832 +201%
CAM
150
Concorde Asset Management
Michigan
$1.52M -$82.5K -789 -5%
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