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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 %
CCWA
176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M +$99.7K +937 +8%
AA
177
Alesco Advisors
New York
$1.26M -$63.8K -600 -5%
JIC
178
Johnson Investment Counsel
Ohio
$1.24M -$61.7K -580 -5%
CCG
179
Cypress Capital Group
Florida
$1.23M -$10.4K -98 -0.8%
CWM
180
Cahaba Wealth Management
Georgia
$1.23M +$4.89K +46 +0.4%
DADC
181
D.A. Davidson & Co
Montana
$1.19M -$165K -1,547 -12%
QA
182
Quantitative Advantage
Minnesota
$1.18M -$57.8K -544 -5%
1WA
183
180 Wealth Advisors
Washington
$1.17M -$196K -1,850 -14%
JIP
184
Jaffetilchin Investment Partners
Florida
$1.15M +$1.15M +10,851 New
APA
185
American Portfolios Advisors
New York
$1.15M +$1.13M +10,664 +6,273%
AGA
186
Arkos Global Advisors
Texas
$1.15M – – –
QCMNJ
187
Quantum Capital Management (New Jersey)
New Jersey
$1.12M +$3.3K +31 +0.3%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$1.09M +$894K +8,414 +470%
FNC
189
First National Corp
Massachusetts
$1.08M +$245K +2,305 +29%
EVM
190
Eaton Vance Management
Massachusetts
$1.08M +$1.08M +10,154 New
SIA
191
Strategic Investment Advisors
Michigan
$1.05M +$172K +1,617 +20%
OFG
192
OmniStar Financial Group
North Carolina
$1.02M -$1.31M -12,318 -56%
ACM
193
Advisors Capital Management
New Jersey
$1M -$62.5K -591 -6%
Millennium Management
194
Millennium Management
New York
$959K -$1.37M -12,919 -59%
OMC
195
Old Mission Capital
Illinois
$915K +$915K +8,601 New
FA
196
FC Advisory
Pennsylvania
$906K +$4.9K +46 +0.5%
CWM
197
Chesapeake Wealth Management
Virginia
$904K -$172K -1,615 -16%
SS
198
Simplicity Solutions
Minnesota
$882K +$630K +5,920 +249%
DIA
199
Dana Investment Advisors
Wisconsin
$873K +$873K +8,204 New
RIA
200
Realta Investment Advisors
Delaware
$872K +$872K +8,207 New
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8
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