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iShares MBS ETF
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Overview Fund Activity

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

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$339M
3
Bank of America
Bank of America
North Carolina
$5.31B
4
Barclays
Barclays
United Kingdom
$118M
5
BlackRock
BlackRock
New York
$221M

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$275K
4
UBS Group
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
LifePlan Financial Group
Ohio
$405K +$86.5K +830 +27%
Lazard Asset Management
202
Lazard Asset Management
New York
$401K -$458K – –
LFASL
203
Lugano Financial Advisors SA (LFA)
Switzerland
$398K +$398K +3,850 New
HIC
204
Holderness Investments Company
North Carolina
$393K – – –
FWIA
205
Fort Washington Investment Advisors
Ohio
$391K +$72.5K +697 +23%
AWM
206
Avondale Wealth Management
Texas
$383K +$16.6K +160 +5%
LPIC
207
LeJeune Puetz Investment Counsel
Michigan
$370K -$208K -2,000 -36%
William Blair & Company
208
William Blair & Company
Illinois
$368K -$147K -1,407 -28%
SFS
209
Sowell Financial Services
Arkansas
$365K -$11.8K -113 -3%
PPA
210
Parametric Portfolio Associates
Washington
$365K – – –
FNT
211
First National Trust
Pennsylvania
$356K +$356K +3,418 New
TA
212
TMD & Associates
Arizona
$354K – – –
AF
213
Allworth Financial
California
$352K +$348K +3,347 +9,046%
SCC
214
Spring Creek Capital
Kansas
$352K +$352K +3,377 New
SFA
215
Sequoia Financial Advisors
Ohio
$347K +$110K +1,055 +46%
FAIM
216
Financial Advocates Investment Management
Washington
$339K -$36.3K -349 -10%
SFP
217
Shepherd Financial Partners
Massachusetts
$337K -$151K -1,463 -31%
TFA
218
Transamerica Financial Advisors
Florida
$318K +$97.5K +935 +44%
ACP
219
Aveo Capital Partners
Colorado
$315K -$65.6K -630 -17%
DBT
220
Dubuque Bank & Trust
Iowa
$315K +$14.7K +141 +5%
ACS
221
Archford Capital Strategies
Illinois
$314K +$137K +1,317 +78%
Prudential Financial
222
Prudential Financial
New Jersey
$306K +$306K +2,938 New
CHAM
223
Clear Harbor Asset Management
Connecticut
$294K +$1.04K +10 +0.4%
AWS
224
AJ Wealth Strategies
New York
$279K – – –
Goldman Sachs
225
Goldman Sachs
New York
$275K -$33.5M -321,308 -99%
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