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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 %
PAMG
326
Patton Albertson Miller Group
Tennessee
$658K -$820K -7,425 -55%
AWM
327
Alterna Wealth Management
Texas
$628K -$153K -1,381 -20%
CWM
328
Chesapeake Wealth Management
Virginia
$626K -$34.5K -312 -5%
WCM
329
Wunderlich Capital Managemnt
Tennessee
$626K +$626K +5,669 New
WWM
330
WT Wealth Management
Arizona
$620K -$49K -444 -7%
CCA
331
Clearwater Capital Advisors
Illinois
$615K -$255K -2,309 -29%
ACP
332
Aveo Capital Partners
Colorado
$593K -$172K -1,557 -22%
FHC
333
First Heartland Consultants
Missouri
$589K -$53.7K -486 -8%
VA
334
Valmark Advisers
Ohio
$589K +$149K +1,353 +34%
MWM
335
Mattern Wealth Management
Kansas
$571K -$685K -6,203 -55%
FI
336
FormulaFolio Investments
Michigan
$553K -$1.51M -13,660 -73%
IP
337
Intellectus Partners
California
$546K -$137K -1,237 -20%
HS
338
Horan Securities
United States
$544K -$251K -2,275 -32%
WCM
339
Wealthcare Capital Management
Virginia
$537K +$537K +4,858 New
PCIA
340
Prime Capital Investment Advisors
Kansas
$535K +$535K +4,845 New
VC
341
Veracity Capital
Georgia
$526K +$526K +4,767 New
GFPC
342
Global Financial Private Client
Florida
$526K -$17.8K -162 -3%
Millennium Management
343
Millennium Management
New York
$521K -$9.79M -88,556 -95%
ATPW
344
Ashton Thomas Private Wealth
Arizona
$519K -$1.09M -9,875 -68%
HR
345
Hayden Royal
North Carolina
$491K +$52.6K +476 +12%
GM
346
GeoWealth Management
Illinois
$490K +$98.2K +890 +25%
EWA
347
EP Wealth Advisors
California
$488K +$6.19K +56 +1%
VCA
348
Verdence Capital Advisors
Maryland
$478K +$15.5K +140 +3%
FNT
349
First National Trust
Pennsylvania
$475K – – –
PPA
350
Parametric Portfolio Associates
Washington
$474K +$2.76K +25 +0.6%
12 13
14
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