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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 %
RTS
376
Round Table Services
New Jersey
$376K +$376K +3,409 New
PFO
377
Pathstone Family Office
New Jersey
$375K +$375K +3,400 New
LW
378
Linscomb Wealth
Texas
$374K – – –
FG
379
Fiduciary Group
Georgia
$372K -$62.6K -567 -14%
FAT
380
First American Trust
California
$371K +$37.7K +342 +11%
VWA
381
V Wealth Advisors
Kansas
$367K -$11.7K -106 -3%
CHAM
382
Clear Harbor Asset Management
Connecticut
$366K +$43.1K +390 +13%
PWMG
383
Prestige Wealth Management Group
New Jersey
$354K -$22.1K -200 -6%
CBFP
384
Cedar Brook Financial Partners
Ohio
$353K +$34.1K +309 +11%
William Blair & Company
385
William Blair & Company
Illinois
$347K +$143K +1,299 +70%
OFG
386
OmniStar Financial Group
North Carolina
$345K -$78.1K -707 -18%
CFW
387
CA Family Wealth
California
$343K -$191K -1,725 -36%
LPIC
388
LeJeune Puetz Investment Counsel
Michigan
$343K – – –
FIM
389
Frontier Investment Management
Texas
$341K +$341K +3,090 New
SRC
390
Sage Rhino Capital
California
$338K +$338K +3,060 New
FWP
391
FAS Wealth Partners
Kansas
$333K +$17.4K +158 +6%
RCM
392
Robinson Capital Management
Michigan
$331K -$33.1K -300 -9%
SG
393
StoneX Group
New York
$325K +$18.4K +166 +6%
TFGT
394
TS Financial Group (TSFG)
Illinois
$318K -$12.9K -117 -4%
BIA
395
Bigelow Investment Advisors
Maine
$318K +$318K +2,875 New
WIA
396
World Investment Advisors
California
$313K -$100K -908 -24%
IAS
397
IMA Advisory Services
Colorado
$309K – – –
TWM
398
Titus Wealth Management
California
$300K +$300K +2,719 New
CAM
399
Cidel Asset Management
Ontario, Canada
$287K +$287K +2,600 New
WA
400
Winfield Associates
Ohio
$281K -$693K -6,261 -71%
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16
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