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iShares MBS ETF
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Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$5.8B
3
Wells Fargo
3
Wells Fargo
California
$937M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$1.6M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$146M
4
RBA
4
Richard Bernstein Advisors
New York
$0
5
HNB
5
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
126
1 North Wealth Services
Maryland
$2.95M +$2.95M +27,776 New
PWPCM
127
Perella Weinberg Partners Capital Management
New York
$2.93M +$2.93M +27,543 New
Deutsche Bank
128
Deutsche Bank
Germany
$2.91M – – –
Citigroup
129
Citigroup
New York
$2.85M +$152K +1,429 +6%
IFS
130
Ifrah Financial Services
Arkansas
$2.84M -$106 -1 -0%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$2.84M +$2.84M +26,685 New
TPWA
132
TRUE Private Wealth Advisors
Oregon
$2.75M -$7.66K -72 -0.3%
FWM
133
Frontier Wealth Management
Missouri
$2.71M -$20.3K -191 -0.7%
KM
134
Kalos Management
Georgia
$2.67M -$368K -3,457 -12%
SWP
135
Stratos Wealth Partners
Ohio
$2.56M +$263K +2,472 +11%
BHWM
136
Bar Harbor Wealth Management
New Hampshire
$2.56M -$43.7K -411 -2%
CAN
137
Cetera Advisor Networks
California
$2.45M +$814K +7,674 +50%
BCM
138
Brookstone Capital Management
Illinois
$2.38M -$108K -1,016 -4%
FAG
139
Financial Advisory Group
Texas
$2.13M -$2.4M -22,525 -53%
BEC
140
Blue Edge Capital
Virginia
$2.11M +$157K +1,481 +8%
SFM
141
Signet Financial Management
New Jersey
$2.11M -$340K -3,215 -14%
CCA
142
Clearwater Capital Advisors
Illinois
$2.09M -$128K -1,202 -6%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$1.99M +$13.9K +131 +0.7%
AI
144
Atria Investments
North Carolina
$1.99M -$229K -2,157 -10%
CWM
145
Cornerstone Wealth Management
Missouri
$1.95M +$115K +541 +6%
SCA
146
Snowden Capital Advisors
New York
$1.92M -$1.2M -11,241 -38%
MA
147
Mutual Advisors
Nebraska
$1.91M +$1.91M +17,964 New
SC
148
Slow Capital
California
$1.9M +$1.9M +17,867 New
PFA
149
Pinnacle Family Advisors
Missouri
$1.84M +$1.84M +17,305 New
Nomura Asset Management
150
Nomura Asset Management
Japan
$1.83M -$479K -4,500 -21%
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6
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