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iShares MBS ETF
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Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$339M
3
Bank of America
Bank of America
North Carolina
$5.31B
4
Barclays
Barclays
United Kingdom
$118M
5
BlackRock
BlackRock
New York
$221M

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$275K
4
UBS Group
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
151
Nomura Asset Management
Japan
$979K -$52.1K -500 -5%
WAM
152
Watermark Asset Management
California
$975K +$9.79K +94 +1%
CA
153
Continuum Advisory
Idaho
$961K -$419K -4,027 -30%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$954K +$26K +250 +3%
BC
155
Bartlett & Co
Ohio
$954K +$26K +250 +3%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$943K +$17.5K +168 +2%
FM
157
Forward Management
California
$939K +$48.8K +469 +5%
IP
158
Intellectus Partners
California
$917K +$917K +8,805 New
OMC
159
Old Mission Capital
Illinois
$885K +$885K +8,499 New
CC
160
Cedar Capital
Illinois
$866K +$183K +1,755 +27%
CCM
161
Crabel Capital Management
California
$850K +$70.7K +679 +9%
FC
162
FCA Corp
Texas
$843K +$277K +2,660 +49%
UB
163
UMB Bank
Missouri
$836K +$836K +8,029 New
RWMH
164
Riverpoint Wealth Management Holdings
Illinois
$809K +$809K +7,764 New
SCA
165
Snowden Capital Advisors
New York
$774K +$6.88K +66 +0.9%
CWM
166
Cahaba Wealth Management
Georgia
$771K +$771K +7,418 New
MWM
167
Merriman Wealth Management
Washington
$764K +$149K +1,433 +24%
CCA
168
Cobblestone Capital Advisors
New York
$739K -$2.19M -21,026 -75%
HPC
169
HM Payson & Co
Maine
$717K – – –
PA
170
PFG Advisors
Arizona
$698K -$17.1K -164 -2%
FIM
171
Freedom Investment Management
Connecticut
$692K +$10.5K +101 +2%
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$640K +$640K +6,100 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$636K +$92.8K +891 +17%
AC
174
AFAM Capital
Texas
$628K -$7.67M -73,637 -92%
LFAS
175
Level Four Advisory Services
Texas
$610K +$2.19K +21 +0.4%
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