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iShares MBS ETF
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Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$605M
2
RIG
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$446M
4
PCM
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.79B
2
CWM
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
Jane Street
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$216M
5
1CP
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AQA
201
Alpha Quant Advisors
Texas
$563K +$563K +5,381 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$545K +$292K +2,787 +115%
SPC
203
Sigma Planning Corp
Michigan
$535K +$24.4K +233 +5%
MRC
204
Millburn Ridgefield Corp
New York
$520K -$237K -2,262 -31%
AWM
205
Avondale Wealth Management
Texas
$506K +$349K +3,334 +222%
BCI
206
Brinker Capital Investments
Pennsylvania
$476K +$342K +3,266 +255%
JCM
207
Jacobi Capital Management
Pennsylvania
$471K -$35.9K -343 -7%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$450K -$950K -9,074 -68%
MWM
209
MinichMacGregor Wealth Management
New York
$450K +$450K +4,200 New
HWM
210
Highwater Wealth Management
Colorado
$447K +$447K +4,276 New
WWM
211
Western Wealth Management
Colorado
$445K +$445K +4,277 New
FNT
212
First National Trust
Pennsylvania
$436K +$78.2K +747 +22%
TWM
213
Torch Wealth Management
Ohio
$424K – – –
FFA
214
Fragasso Financial Advisors
Pennsylvania
$424K +$424K +4,056 New
CFGS
215
Concourse Financial Group Securities
Alabama
$418K +$85.5K +818 +26%
WI
216
WrapManager Inc
California
$410K -$29.3K -280 -7%
DAS
217
Dynamic Advisor Solutions
Arizona
$405K +$32.7K +312 +9%
IA
218
IFG Advisory
Georgia
$387K -$280K -2,676 -42%
CW
219
CreativeOne Wealth
Kansas
$381K -$108K -1,027 -22%
TA
220
TMD & Associates
Arizona
$368K +$12.3K +118 +3%
PPA
221
Parametric Portfolio Associates
Washington
$367K +$628 +6 +0.2%
CWM
222
CCG Wealth Management
California
$364K +$364K +3,475 New
LTI
223
Laffer Tengler Investments
Tennessee
$362K -$63.5K -607 -15%
OWP
224
Obermeyer Wealth Partners
Colorado
$357K – – –
GIA
225
Gladstone Institutional Advisory
Florida
$355K +$355K +3,389 New
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