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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 %
ACP
301
Aveo Capital Partners
Colorado
$749K +$104K +960 +16%
KM
302
Kalos Management
Georgia
$742K +$30.7K +284 +4%
RHBC
303
R.H. Bluestein & Co
Michigan
$739K +$739K +6,843 New
FNBOSM
304
First National Bank of South Miami
Florida
$730K -$52.5K -486 -7%
CONA
305
Capital One National Association
New York
$730K +$730K +6,757 New
W
306
WealthOne
New York
$726K +$87.6K +811 +14%
VAS
307
Vestmark Advisory Solutions
Massachusetts
$696K -$435K -10,339 -38%
PG
308
Patten Group
Tennessee
$694K +$250K +2,315 +56%
IP
309
Intellectus Partners
California
$668K +$68.1K +630 +11%
WWM
310
WT Wealth Management
Arizona
$655K +$9.62K +89 +1%
BF
311
BOK Financial
Oklahoma
$654K -$18.2K -168 -3%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$652K +$390K +3,566 +149%
CWM
313
Chesapeake Wealth Management
Virginia
$646K -$133K -1,233 -17%
WWM
314
Western Wealth Management
Colorado
$634K -$68.5K -634 -10%
CCA
315
Catalyst Capital Advisors
New York
$633K +$34.6K +320 +6%
FHC
316
First Heartland Consultants
Missouri
$629K -$104K -960 -14%
LFAS
317
Level Four Advisory Services
Texas
$619K +$240K +2,223 +63%
TCA
318
Transcend Capital Advisors
New Jersey
$616K +$616K +5,698 New
CAS
319
Cascadia Advisory Services
Oregon
$591K +$591K +5,472 New
ASN
320
Advisory Services Network
Georgia
$588K +$348K +3,211 +145%
MAM
321
Meeder Asset Management
Ohio
$576K +$92K +851 +19%
PCG
322
Private Capital Group
Connecticut
$575K -$64.3K -596 -10%
WI
323
Wintrust Investments
Illinois
$556K +$126K +1,166 +29%
FCA
324
FinTrust Capital Advisors
South Carolina
$549K -$122K -1,133 -18%
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina
$541K +$96.6K +895 +22%
11 12
13
14 15