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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 %
IIA
151
IPG Investment Advisors
California
$1.77M +$41.7K +392 +2%
SXL
152
Summit X LLC
Missouri
$1.74M +$1.7M +15,930 +4,013%
HPC
153
HM Payson & Co
Maine
$1.72M +$1.72M +16,184 New
Prudential Financial
154
Prudential Financial
New Jersey
$1.71M -$148K -1,389 -8%
JIR
155
James Investment Research
Ohio
$1.7M -$45.1K -424 -3%
BC
156
Bartlett & Co
Ohio
$1.64M +$510K +4,795 +45%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$1.63M +$510K +4,795 +45%
CA
158
Cetera Advisors
Colorado
$1.63M +$57.7K +544 +4%
CAM
159
Concorde Asset Management
Michigan
$1.63M +$84.3K +793 +5%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$1.62M +$1.39M +13,056 +593%
FNBT
161
FineMark National Bank & Trust
Florida
$1.61M -$53.4K -502 -3%
PCM
162
Price Capital Management
Louisiana
$1.6M -$52.6M -494,261 -97%
IA
163
IFP Advisors
Florida
$1.53M -$533K -4,998 -26%
HighTower Advisors
164
HighTower Advisors
Illinois
$1.53M +$312K +2,939 +26%
SI
165
Stephens Inc
Arkansas
$1.49M +$330K +3,103 +28%
MAFM
166
Mid Atlantic Financial Management
Pennsylvania
$1.48M -$9.47K -89 -0.6%
FI
167
FormulaFolio Investments
Michigan
$1.47M +$1.47M +13,844 New
RJT
168
Raymond James Trust
Florida
$1.47M +$412K +3,877 +39%
WCG
169
Weaver Consulting Group
California
$1.45M +$1.45M +13,557 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$1.42M +$961K +9,036 +210%
AC
171
Almitas Capital
California
$1.42M +$1.42M +13,300 New
SPIA
172
Steward Partners Investment Advisory
New York
$1.37M -$193K -1,813 -12%
CC
173
Cedar Capital
Illinois
$1.34M +$254K +2,386 +23%
FC
174
FCA Corp
Texas
$1.31M +$234K +2,195 +22%
SFA
175
Semmax Financial Advisors
North Carolina
$1.3M +$1.3M +12,228 New
5 6
7
8 9