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iShares MBS ETF
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Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$684M
2
CSIA
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
Bank of America
North Carolina
$6.03B
4
CIM
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
BlackRock
New York
$220M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
Sage Advisory Services
Texas
$10.2M
3
Jane Street
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.8M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$1.72M +$987K +9,176 +135%
FNBT
177
FineMark National Bank & Trust
Florida
$1.7M +$73.5K +683 +5%
MIAN
178
Mariner Independent Advisor Network
Kansas
$1.65M +$1.65M +15,396 New
LFG
179
LifePlan Financial Group
Ohio
$1.57M +$1.3M +12,119 +495%
MAFM
180
Mid Atlantic Financial Management
Pennsylvania
$1.56M +$65.8K +612 +4%
CCWA
181
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M +$170K +1,582 +13%
WCG
182
Weaver Consulting Group
California
$1.48M +$22.4K +208 +2%
Prudential Financial
183
Prudential Financial
New Jersey
$1.48M -$255K -2,370 -15%
JIP
184
Jaffetilchin Investment Partners
Florida
$1.46M +$296K +2,754 +25%
SIA
185
Strategic Investment Advisors
Michigan
$1.46M +$391K +3,602 +37%
AC
186
Almitas Capital
California
$1.43M – – –
Millennium Management
187
Millennium Management
New York
$1.39M +$420K +3,903 +43%
FC
188
FCA Corp
Texas
$1.37M +$44.3K +412 +3%
CWM
189
Cahaba Wealth Management
Georgia
$1.33M +$92.4K +859 +7%
RJT
190
Raymond James Trust
Florida
$1.3M -$184K -1,710 -12%
LNWWM
191
Laird Norton Wetherby Wealth Management
California
$1.28M +$1.28M +11,894 New
OAM
192
Oppenheimer Asset Management
New York
$1.27M -$11.7M -109,248 -90%
JIC
193
Johnson Investment Counsel
Ohio
$1.24M -$16.9K -157 -1%
WP
194
WealthSource Partners
California
$1.24M +$878K +8,162 +246%
1WA
195
180 Wealth Advisors
Washington
$1.23M +$42.5K +394 +4%
FNC
196
First National Corp
Massachusetts
$1.2M +$101K +937 +9%
EWA
197
ERTS Wealth Advisors
Michigan
$1.19M +$680K +6,319 +133%
CWM
198
Cornerstone Wealth Management
Missouri
$1.17M +$192K +1,801 +20%
CCG
199
Cypress Capital Group
Florida
$1.17M -$75.2K -699 -6%
AA
200
Alesco Advisors
New York
$1.16M -$107K -993 -8%
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