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iShares MBS ETF
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Overview Fund Activity

537 hedge funds and large institutions have $18.4B invested in iShares MBS ETF in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+26
Holders Change %
+5.09%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
1.21%
New
95
Increased
170
Reduced
220
Closed
58
Calls
$3.02M
Puts
$5.47M
Net Calls
-$2.45M
Net Calls Change
-$1.45M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.15B
2
Jane Street
Jane Street
New York
+$171M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$68M
4
Morgan Stanley
Morgan Stanley
New York
+$56.8M
5
Ameriprise
Ameriprise
Minnesota
+$50.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.05B
2
Barclays
Barclays
United Kingdom
-$605M
3
Bank of America
Bank of America
North Carolina
-$487M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$210M
5
CIM
Centersquare Investment Management
Pennsylvania
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCC
226
Florin Court Capital
United Kingdom
$2.1M -$7.5M -67,900 -78%
MG
227
Mather Group
Illinois
$2.08M -$547K -4,952 -21%
KWM
228
Kingsview Wealth Management
Oregon
$2.05M +$889K +8,049 +76%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$2.02M +$1.76M +15,911 +669%
DE
230
Day & Ennis
Georgia
$1.99M -$520K -4,710 -21%
CC
231
Cedar Capital
Illinois
$1.98M -$112K -1,011 -5%
SIA
232
Strategic Investment Advisors
Michigan
$1.92M +$116K +1,055 +6%
LWANC
233
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89M +$1.33M +12,055 +241%
CCA
234
Cobblestone Capital Advisors
New York
$1.88M +$410K +3,710 +28%
IA
235
IFP Advisors
Florida
$1.87M -$18.3K -166 -1%
HighTower Advisors
236
HighTower Advisors
Illinois
$1.85M -$7.29M -65,896 -80%
FC
237
FCA Corp
Texas
$1.84M +$180K +1,626 +11%
FNBT
238
FineMark National Bank & Trust
Florida
$1.83M -$54.9K -497 -3%
BWP
239
Bernardo Wealth Planning
Pennsylvania
$1.79M +$395K +3,573 +28%
LNC
240
Lincoln National Corp
Pennsylvania
$1.78M -$42.6K -386 -2%
RJT
241
Raymond James Trust
Florida
$1.75M -$701K -6,347 -29%
FAIM
242
Financial Advocates Investment Management
Washington
$1.75M +$238K +2,151 +16%
AAP
243
Arax Advisory Partners
Colorado
$1.73M -$15.9M -143,864 -90%
OIA
244
OneDigital Investment Advisors
Kansas
$1.66M +$450K +4,072 +37%
WQ
245
Wealth Quarterback
New Jersey
$1.66M +$1.12M +9,982 +209%
5L
246
55I LLC
Massachusetts
$1.66M -$1.12M -10,105 -40%
RA
247
RFG Advisory
Alabama
$1.6M -$979K -8,866 -38%
IWM
248
IHT Wealth Management
Illinois
$1.59M -$2.76K -25 -0.2%
VHAM
249
Van Hulzen Asset Management
California
$1.59M +$740K +6,699 +87%
PA
250
PFG Advisors
Arizona
$1.57M +$440K +3,996 +39%
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