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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
Envestnet Asset Management
Illinois
$684M
2
CSIA
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
Bank of America
North Carolina
$6.03B
4
CIM
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
BlackRock
New York
$220M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
Sage Advisory Services
Texas
$10.2M
3
Jane Street
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.8M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$3.7M +$2.15M +20,018 +139%
UBS AM
127
UBS AM
Illinois
$3.67M +$3.67M +34,115 New
BOTW
128
Bank of the West
California
$3.67M -$753K -6,999 -17%
PAG
129
Pinnacle Advisory Group
Maryland
$3.65M -$85.2K -792 -2%
HCA
130
Heck Capital Advisors
Wisconsin
$3.53M +$277K +2,575 +9%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$3.47M +$3.22M +29,878 +1,282%
BCI
132
Brinker Capital Investments
Pennsylvania
$3.42M +$3.23M +30,049 +1,695%
AIM
133
Acropolis Investment Management
Missouri
$3.38M +$206K +1,915 +6%
PG
134
Proffitt & Goodson
Tennessee
$3.37M -$65.4K -608 -2%
PA
135
Parallel Advisors
California
$3.36M +$3.16M +29,371 +1,562%
MM
136
Meridian Management
Arkansas
$3.33M +$105K +973 +3%
CWG
137
Cornerstone Wealth Group
North Carolina
$3.13M +$46.7K +434 +2%
SXL
138
Summit X LLC
Missouri
$3.11M +$1.34M +12,293 +75%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$3M +$132K +1,227 +5%
IFS
140
Ifrah Financial Services
Arkansas
$2.98M +$103K +954 +4%
SCA
141
Snowden Capital Advisors
New York
$2.82M +$873K +8,116 +45%
Citigroup
142
Citigroup
New York
$2.69M -$197K -1,832 -7%
BHWM
143
Bar Harbor Wealth Management
New Hampshire
$2.66M +$68.9K +640 +3%
CAM
144
Concorde Asset Management
Michigan
$2.61M +$969K +9,009 +59%
CA
145
Cetera Advisors
Colorado
$2.61M +$955K +8,889 +58%
FI
146
FormulaFolio Investments
Michigan
$2.54M +$1.05M +9,777 +71%
SHIM
147
Stone House Investment Management
Pennsylvania
$2.5M +$2.49M +23,135 +30,045%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$2.35M +$1.25M +11,665 +114%
SWP
149
Stratos Wealth Partners
Ohio
$2.35M -$243K -2,258 -9%
CS
150
Comerica Securities
Michigan
$2.2M +$2.2M +20,397 New
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