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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 %
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$1.47M +$1.47M +13,996 New
Citadel Advisors
152
Citadel Advisors
Florida
$1.42M -$281K -2,684 -16%
Federated Hermes
153
Federated Hermes
Pennsylvania
$1.4M +$891K +8,515 +175%
DADC
154
D.A. Davidson & Co
Montana
$1.33M -$88.2K -843 -6%
1WA
155
180 Wealth Advisors
Washington
$1.33M – – –
HIS
156
Harvest Investment Services
Illinois
$1.32M +$1.32M +12,572 New
AA
157
Alesco Advisors
New York
$1.3M -$119K -1,135 -8%
JIC
158
Johnson Investment Counsel
Ohio
$1.28M +$89.5K +855 +8%
AB
159
AT Bancorp
Iowa
$1.25M – – –
QA
160
Quantitative Advantage
Minnesota
$1.22M -$27.7K -265 -2%
CCG
161
Cypress Capital Group
Florida
$1.22M -$92.6K -885 -7%
CWM
162
Cahaba Wealth Management
Georgia
$1.2M +$35.6K +340 +3%
HighTower Advisors
163
HighTower Advisors
Illinois
$1.2M +$732K +7,008 +158%
Invesco
164
Invesco
Georgia
$1.19M +$1.19M +11,391 New
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.18M -$82.4K -787 -7%
SI
166
Stephens Inc
Arkansas
$1.15M +$86.5K +827 +8%
AGA
167
Arkos Global Advisors
Texas
$1.13M +$1.13M +10,783 New
GVAG
168
Great Valley Advisor Group
Delaware
$1.11M +$1.11M +39,061 New
BC
169
Bartlett & Co
Ohio
$1.11M +$142K +1,355 +15%
BCWM
170
Bartlett & Co Wealth Management
Ohio
$1.11M +$142K +1,355 +15%
QCMNJ
171
Quantum Capital Management (New Jersey)
New Jersey
$1.1M +$15.8K +151 +1%
CC
172
Cedar Capital
Illinois
$1.07M +$110K +1,054 +11%
CWM
173
Chesapeake Wealth Management
Virginia
$1.06M -$213K -2,032 -17%
FC
174
FCA Corp
Texas
$1.06M -$5.13K -49 -0.5%
ACM
175
Advisors Capital Management
New Jersey
$1.05M +$1.05M +10,056 New
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