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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 %
BNP Paribas Financial Markets
301
BNP Paribas Financial Markets
France
$920K +$920K +8,332 New
WI
302
WrapManager Inc
California
$916K -$112K -1,011 -11%
GPA
303
Guidance Point Advisors
Massachusetts
$879K +$879K +7,964 New
AA
304
Alesco Advisors
New York
$876K -$250K -2,266 -22%
Creative Planning
305
Creative Planning
Kansas
$844K -$67.8K -614 -7%
FNBOSM
306
First National Bank of South Miami
Florida
$836K +$90.6K +821 +12%
AWS
307
AJ Wealth Strategies
New York
$814K -$88.2K -798 -10%
WS
308
Wedbush Securities
California
$786K +$373K +3,377 +90%
Comerica Bank
309
Comerica Bank
Texas
$782K +$239K +2,161 +44%
CAG
310
Csenge Advisory Group
Florida
$767K -$103K -934 -12%
TCA
311
Transcend Capital Advisors
New Jersey
$752K +$123K +1,112 +20%
WWM
312
Western Wealth Management
Colorado
$745K +$92K +827 +14%
W
313
WealthOne
New York
$740K -$2.32K -21 -0.3%
COF
314
Capital One Financial
Virginia
$734K +$734K +6,642 New
VWM
315
Venturi Wealth Management
Texas
$730K -$696K -6,301 -49%
ACM
316
Advisors Capital Management
New Jersey
$726K -$54.2K -491 -7%
WP
317
WealthShield Partners
North Carolina
$710K -$393K -3,560 -36%
JWCA
318
J.W. Coons Advisors
Ohio
$709K +$709K +6,418 New
SI
319
Stephens Inc
Arkansas
$702K -$1.08M -9,730 -61%
LFAS
320
Level Four Advisory Services
Texas
$694K +$60.4K +546 +10%
MAM
321
Meeder Asset Management
Ohio
$684K +$95.3K +862 +16%
Kovitz Investment Group Partners
322
Kovitz Investment Group Partners
Illinois
$675K +$675K +6,110 New
CCM
323
Covington Capital Management
California
$671K +$448K +4,053 +200%
GIA
324
Gladstone Institutional Advisory
Florida
$669K +$364K +3,297 +119%
ASN
325
Advisory Services Network
Georgia
$663K +$62.5K +565 +10%
11 12
13
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