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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 %
GVAG
401
Great Valley Advisor Group
Delaware
$280K +$14.9K +135 +6%
PWM
402
Perigon Wealth Management
California
$280K +$280K +2,532 New
DTC
403
Davidson Trust Company
Washington
$276K +$276K +2,507 New
ACG
404
Allen Capital Group
Nebraska
$271K +$271K +2,458 New
DLHL
405
Donald L. Hagan LLC
Florida
$271K +$271K +2,466 New
MWM
406
MinichMacGregor Wealth Management
New York
$271K +$271K +2,466 New
RIA
407
Realta Investment Advisors
Delaware
$266K -$768K -6,948 -74%
ECG
408
Edge Capital Group
Georgia
$264K -$235K -2,129 -47%
EBT
409
Enterprise Bank & Trust
Massachusetts
$262K +$262K +2,370 New
SSWM
410
Sheets Smith Wealth Management
North Carolina
$261K +$27.7K +251 +12%
MWM
411
McNaughton Wealth Management
California
$259K -$51.8K -468 -17%
SHGA
412
Sand Hill Global Advisors
California
$259K +$259K +2,342 New
DWM
413
Destination Wealth Management
California
$251K +$251K +2,271 New
CWP
414
Capital Wealth Planning
Florida
$250K – – –
CIAS
415
Capital Investment Advisory Services
North Carolina
$246K -$30.6K -277 -11%
EIG
416
Ellenbecker Investment Group
Wisconsin
$246K +$246K +2,224 New
Wolverine Trading
417
Wolverine Trading
Illinois
$245K +$245K +2,219 New
IA
418
IFG Advisory
Georgia
$244K +$12K +109 +5%
MFG
419
Merit Financial Group
Georgia
$242K -$161K -1,463 -40%
PFS
420
Prospera Financial Services
Texas
$234K +$11.9K +108 +5%
CFB
421
Cullen/Frost Bankers
Texas
$233K -$142K -1,285 -38%
SFG
422
SevenBridge Financial Group
Pennsylvania
$217K -$773 -7 -0.4%
EWM
423
Evercore Wealth Management
New York
$214K +$214K +1,941 New
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$208K +$208K +1,882 New
SWM
425
Sugarloaf Wealth Management
Georgia
$206K +$206K +1,864 New
15 16
17
18 19