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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 %
AGA
201
Arkos Global Advisors
Texas
$1.16M – – –
DADC
202
D.A. Davidson & Co
Montana
$1.15M -$49K -455 -4%
RA
203
RFG Advisory
Alabama
$1.15M +$1.15M +10,669 New
SI
204
Stephens Inc
Arkansas
$1.14M -$376K -3,497 -25%
RIA
205
Realta Investment Advisors
Delaware
$1.13M +$250K +2,328 +28%
QCMNJ
206
Quantum Capital Management (New Jersey)
New Jersey
$1.13M -$8.29K -77 -0.7%
QA
207
Quantitative Advantage
Minnesota
$1.11M -$82.6K -768 -7%
CWS
208
Cypress Wealth Services
California
$1.08M +$763K +7,093 +239%
PCM
209
Price Capital Management
Louisiana
$1.07M -$537K -5,000 -33%
HS
210
Horan Securities
United States
$1.01M -$4.4M -40,888 -81%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$985K +$434K +4,032 +79%
FA
212
FC Advisory
Pennsylvania
$921K +$6.87K +64 +0.8%
QFA
213
Quattro Financial Advisors
Texas
$915K +$915K +8,507 New
ACM
214
Advisors Capital Management
New Jersey
$898K -$120K -1,119 -12%
CC
215
Cypress Capital
Tennessee
$893K +$74K +687 +9%
DIA
216
Dana Investment Advisors
Wisconsin
$888K +$5.49K +51 +0.6%
RWMH
217
Riverpoint Wealth Management Holdings
Illinois
$876K +$9.68K +90 +1%
5L
218
55I LLC
Massachusetts
$864K +$43.2K +401 +5%
AWS
219
AJ Wealth Strategies
New York
$863K +$452K +4,198 +110%
PA
220
PFG Advisors
Arizona
$855K +$95.7K +889 +13%
PAMG
221
Patton Albertson Miller Group
Tennessee
$852K +$852K +7,895 New
DE
222
Day & Ennis
Georgia
$833K +$833K +7,738 New
BF
223
BOK Financial
Oklahoma
$822K +$155K +1,444 +23%
PPP
224
Private Portfolio Partners
New Jersey
$809K +$553K +5,136 +215%
MWM
225
Mascoma Wealth Management
New Hampshire
$795K +$785K +7,290 +7,515%
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