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iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IA
176
IFG Advisory
Georgia
$602K +$602K +5,786 New
LW
177
Linscomb Wealth
Texas
$592K
Wolverine Trading
178
Wolverine Trading
Illinois
$590K
FHA
179
Flagship Harbor Advisors
Massachusetts
$583K +$383K +3,680 +191%
SPIA
180
Steward Partners Investment Advisory
New York
$553K -$1.2M -11,512 -68%
JCM
181
Jacobi Capital Management
Pennsylvania
$548K +$82.3K +791 +18%
MRC
182
Millburn Ridgefield Corp
New York
$545K -$106K -1,020 -16%
Comerica Bank
183
Comerica Bank
Texas
$545K +$58.9K +566 +12%
HA
184
Hays Advisory
Tennessee
$544K -$30.5K -293 -5%
Federated Hermes
185
Federated Hermes
Pennsylvania
$515K +$1.56K +15 +0.3%
Creative Planning
186
Creative Planning
Kansas
$508K +$937 +9 +0.2%
A
187
AdvicePeriod
California
$506K -$79.8K -766 -14%
DAS
188
Dynamic Advisor Solutions
Arizona
$489K +$231K +2,220 +89%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$488K -$68.9K -663 -12%
LTI
190
Laffer Tengler Investments
Tennessee
$470K -$10.4K -100 -2%
GJIC
191
Gamble Jones Investment Counsel
California
$467K -$6.04K -58 -1%
BRWA
192
B. Riley Wealth Advisors
Florida
$466K +$81.5K +780 +21%
M&T Bank
193
M&T Bank
New York
$462K -$6.67K -64 -1%
CW
194
CreativeOne Wealth
Kansas
$458K +$82.8K +795 +22%
Asset Management One
195
Asset Management One
Japan
$448K +$448K +4,300 New
FPCP
196
Fort Point Capital Partners
California
$445K -$330K -3,173 -43%
WI
197
WrapManager Inc
California
$438K -$256K -2,456 -37%
TWM
198
Torch Wealth Management
Ohio
$422K
IAS
199
IMA Advisory Services
Colorado
$411K -$75.4K -724 -16%
SPC
200
Sigma Planning Corp
Michigan
$409K -$90.2K -866 -18%