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iShares MBS ETF
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Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$841M
2
Barclays
Barclays
United Kingdom
+$406M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
CSIA
Charles Schwab Investment Advisory
California
+$173M
5
Truist Financial
Truist Financial
North Carolina
+$157M

Top Sellers

1
Jane Street
Jane Street
New York
-$175M
2
NP
NorthRock Partners
Minnesota
-$80.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$61.7M
4
KC
Kepos Capital
New York
-$55.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
251
Lido Advisors
California
$1.35M +$1.35M +12,530 New
CWM
252
Cornerstone Wealth Management
Missouri
$1.34M -$188K -1,742 -12%
BWL
253
Bogart Wealth LLC
Virginia
$1.31M +$1.31M +12,135 New
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$1.29M +$649 +6 +0.1%
DAS
255
Dynamic Advisor Solutions
Arizona
$1.29M +$537K +4,964 +71%
Allianz Asset Management
256
Allianz Asset Management
Germany
$1.28M -$4.91M -45,446 -79%
RWMH
257
Riverpoint Wealth Management Holdings
Illinois
$1.26M +$374K +3,457 +42%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$1.24M +$1.24M +11,428 New
MWM
259
Mattern Wealth Management
Kansas
$1.23M +$1.23M +11,377 New
SPC
260
Sigma Planning Corp
Michigan
$1.22M -$1.09M -10,101 -47%
QCMNJ
261
Quantum Capital Management (New Jersey)
New Jersey
$1.2M +$46.5K +430 +4%
OIA
262
OneDigital Investment Advisors
Kansas
$1.19M +$699K +6,474 +144%
PFA
263
Pettinga Financial Advisors
Indiana
$1.17M +$256K +2,367 +28%
AGA
264
Arkos Global Advisors
Texas
$1.17M – – –
MA
265
MUFG Americas
New York
$1.16M +$361K +3,344 +45%
KWM
266
Kingsview Wealth Management
Oregon
$1.14M +$439K +4,065 +63%
RPWA
267
Regent Peak Wealth Advisors
Georgia
$1.14M +$1.14M +10,511 New
PA
268
PFG Advisors
Arizona
$1.11M +$149K +1,374 +16%
AA
269
Alesco Advisors
New York
$1.1M – – –
HCA
270
Harbour Capital Advisors
Virginia
$1.09M +$1.09M +10,115 New
WP
271
WealthShield Partners
North Carolina
$1.08M +$207K +1,917 +24%
1WA
272
180 Wealth Advisors
Washington
$1.06M -$12.5K -115 -1%
FAG
273
Financial Advisory Group
Texas
$1.04M +$800K +7,400 +329%
DADC
274
D.A. Davidson & Co
Montana
$1.04M -$28.6K -265 -3%
CC
275
Cypress Capital
Tennessee
$1.02M +$62.9K +582 +7%
9 10
11
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