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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 %
SXL
251
Summit X LLC
Missouri
$1.53M -$1.39M -12,647 -48%
AFA
252
American Financial Advisors
Georgia
$1.52M -$4.7M -42,614 -76%
SS
253
Simplicity Solutions
Minnesota
$1.52M -$674K -6,107 -31%
RA
254
Rational Advisors
New York
$1.51M +$1.51M +13,650 New
BWL
255
Bogart Wealth LLC
Virginia
$1.51M +$166K +1,501 +12%
PPP
256
Private Portfolio Partners
New Jersey
$1.47M -$316K -2,865 -18%
QA
257
Quantitative Advantage
Minnesota
$1.46M +$37.6K +340 +3%
BHWM
258
Bay Harbor Wealth Management
Maryland
$1.44M -$251K -2,271 -15%
FFA
259
Fragasso Financial Advisors
Pennsylvania
$1.43M +$1.43M +12,920 New
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$1.41M +$1.41M +12,786 New
AAM
261
Autus Asset Management
Arizona
$1.39M -$87K -788 -6%
SFA
262
Semmax Financial Advisors
North Carolina
$1.39M -$2.31M -20,939 -62%
LWM
263
Liberty Wealth Management
California
$1.36M -$255K -2,280 -16%
Goldman Sachs
264
Goldman Sachs
New York
$1.36M -$3.77M -34,146 -74%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$1.32M +$59.8K +541 +5%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$1.32M +$442 +4 +0%
LWM
267
Laidlaw Wealth Management
New York
$1.31M -$404K -3,655 -24%
Cetera Investment Advisers
268
Cetera Investment Advisers
Illinois
$1.29M +$633K +5,735 +96%
CWM
269
Cornerstone Wealth Management
Missouri
$1.29M -$81K -733 -6%
Allianz Asset Management
270
Allianz Asset Management
Germany
$1.28M -$32.5K -294 -2%
SPC
271
Sigma Planning Corp
Michigan
$1.27M +$25.2K +228 +2%
AGA
272
Arkos Global Advisors
Texas
$1.26M +$70K +634 +6%
RWMH
273
Riverpoint Wealth Management Holdings
Illinois
$1.25M -$30.4K -275 -2%
QCMNJ
274
Quantum Capital Management (New Jersey)
New Jersey
$1.23M +$1.1K +10 +0.1%
CWM
275
Cahaba Wealth Management
Georgia
$1.22M -$187K -1,695 -13%
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