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iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RWMH
201
Riverpoint Wealth Management Holdings
Illinois
$857K +$14.3K +134 +2%
UB
202
UMB Bank
Missouri
$854K
HF
203
HRT Financial
New York
$849K +$849K +7,991 New
W
204
WealthOne
New York
$815K +$642K +6,035 +371%
5L
205
55I LLC
Massachusetts
$811K +$28.8K +271 +4%
CC
206
Cypress Capital
Tennessee
$810K +$47.1K +442 +6%
FNBOSM
207
First National Bank of South Miami
Florida
$775K
PFA
208
Pettinga Financial Advisors
Indiana
$763K +$167K +1,567 +28%
PA
209
PFG Advisors
Arizona
$747K +$16.4K +155 +2%
IP
210
Intellectus Partners
California
$741K +$741K +6,969 New
MA
211
MUFG Americas
New York
$723K -$861K -8,091 -54%
SFA
212
Sequoia Financial Advisors
Ohio
$723K +$369K +3,464 +104%
JWS
213
Juncture Wealth Strategies
Arizona
$717K -$312K -2,931 -30%
CFGS
214
Concourse Financial Group Securities
Alabama
$717K +$292K +2,742 +69%
BF
215
BOK Financial
Oklahoma
$659K +$659K +6,193 New
NA
216
NewEdge Advisors
Louisiana
$649K -$12.4K -117 -2%
LW
217
Linscomb Wealth
Texas
$647K +$26.8K +252 +4%
Creative Planning
218
Creative Planning
Kansas
$616K +$29.7K +279 +5%
EIG
219
Ellenbecker Investment Group
Wisconsin
$606K -$1.54M -14,477 -72%
PCM
220
Peak Capital Management
Colorado
$601K -$1.65M -15,496 -73%
Comerica Bank
221
Comerica Bank
Texas
$593K +$8.06K +76 +1%
AQA
222
Alpha Quant Advisors
Texas
$573K
JCM
223
Jacobi Capital Management
Pennsylvania
$571K +$92.1K +866 +19%
GWM
224
Geneos Wealth Management
Colorado
$544K +$303K +2,841 +125%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$541K +$541K +5,115 New