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iShares MBS ETF

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFP Advisors
Florida
$1.66M +$1.66M +15,289 New
SIA
202
Strategic Investment Advisors
Michigan
$1.65M +$193K +1,777 +13%
PWA
203
Physician Wealth Advisors
Utah
$1.56M +$1.56M +14,405 New
IWM
204
IHT Wealth Management
Illinois
$1.54M -$530K -4,891 -26%
FNC
205
First National Corp
Massachusetts
$1.53M +$328K +3,032 +27%
CWM
206
Cornerstone Wealth Management
Missouri
$1.53M +$341K +3,147 +29%
PPP
207
Private Portfolio Partners
New Jersey
$1.5M +$687K +6,339 +84%
FC
208
FCA Corp
Texas
$1.49M +$118K +1,086 +9%
WCG
209
Weaver Consulting Group
California
$1.48M
VWM
210
Venturi Wealth Management
Texas
$1.43M +$695K +6,413 +95%
JSA
211
Jacobson & Schmitt Advisors
Wisconsin
$1.41M +$1.41M +12,991 New
CW
212
CreativeOne Wealth
Kansas
$1.4M +$755K +6,972 +117%
CWM
213
Cahaba Wealth Management
Georgia
$1.39M +$47.4K +438 +4%
BHWM
214
Bay Harbor Wealth Management
Maryland
$1.31M +$714K +6,595 +120%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$318K +2,943 +32%
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.3M +$567K +5,240 +77%
LNWWM
217
Laird Norton Wetherby Wealth Management
California
$1.29M +$758 +7 +0.1%
PAMG
218
Patton Albertson Miller Group
Tennessee
$1.2M +$343K +3,165 +40%
QA
219
Quantitative Advantage
Minnesota
$1.2M +$73.9K +682 +7%
AGA
220
Arkos Global Advisors
Texas
$1.17M
QCMNJ
221
Quantum Capital Management (New Jersey)
New Jersey
$1.16M +$19.5K +180 +2%
AA
222
Alesco Advisors
New York
$1.11M -$65.8K -607 -6%
LWM
223
Liberty Wealth Management
California
$1.1M +$595K +5,489 +117%
RIA
224
Realta Investment Advisors
Delaware
$1.1M -$34K -316 -3%
PCM
225
Price Capital Management
Louisiana
$1.08M