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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 %
HCA
276
Harbour Capital Advisors
Virginia
$1.2M +$77.9K +705 +7%
CP
277
Camelot Portfolios
Ohio
$1.19M +$1.19M +10,770 New
SAS
278
Stelac Advisory Services
New York
$1.16M +$1.04M +9,392 +854%
PG
279
Patten Group
Tennessee
$1.15M +$436K +3,950 +61%
MFG
280
MidWestOne Financial Group
Iowa
$1.14M +$173K +1,562 +18%
RHBC
281
R.H. Bluestein & Co
Michigan
$1.11M +$351K +3,178 +46%
MA
282
MUFG Americas
New York
$1.09M -$93.6K -847 -8%
FAG
283
Financial Advisory Group
Texas
$1.07M – – –
RPWA
284
Regent Peak Wealth Advisors
Georgia
$1.06M -$101K -915 -9%
DAS
285
Dynamic Advisor Solutions
Arizona
$1.05M -$261K -2,366 -20%
JCM
286
Jacobi Capital Management
Pennsylvania
$1.04M +$37.1K +336 +4%
FTUS
287
Flow Traders U.S.
New York
$1.04M +$1.04M +9,448 New
VFA
288
Values First Advisors
Tennessee
$1.02M -$1.23M -11,174 -55%
DADC
289
D.A. Davidson & Co
Montana
$1.02M -$45.6K -413 -4%
UB
290
UMB Bank
Missouri
$1.01M – – –
MNG
291
Manning & Napier Group
New York
$1.01M – – –
DIA
292
Dana Investment Advisors
Wisconsin
$1.01M +$101K +912 +11%
CIA
293
Capital Investment Advisors
Georgia
$1M -$25.6M -231,516 -96%
1WA
294
180 Wealth Advisors
Washington
$947K -$130K -1,181 -12%
FA
295
FC Advisory
Pennsylvania
$945K -$16.6K -150 -2%
HFS
296
Haverford Financial Services
Pennsylvania
$940K +$609K +5,517 +184%
Lido Advisors
297
Lido Advisors
California
$928K -$457K -4,132 -33%
MA
298
Mutual Advisors
Nebraska
$925K +$95.6K +866 +12%
BAM
299
Belpointe Asset Management
Nevada
$924K +$30.3K +274 +3%
I
300
INVST
Indiana
$921K -$545K -4,963 -37%
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