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iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
476
Sonora Investment Management
Arizona
$46K -$38.5K -349 -46%
TWA
477
TCI Wealth Advisors
Arizona
$46K -$13.6K -124 -23%
JHCP
478
Jackson Hole Capital Partners
Oklahoma
$46K
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
FA
480
Fortis Advisors
Pennsylvania
$45K +$45K +409 New
IA
481
Independence Advisors
Pennsylvania
$44K +$2.41K +22 +6%
CFA
482
Carroll Financial Associates
North Carolina
$43K -$133K -1,205 -76%
VRM
483
Vectors Research Management
New York
$41K -$5.92K -54 -13%
AWMS
484
Advocacy Wealth Management Services
Georgia
$40K
CTC
485
Central Trust Company
Missouri
$40K +$26.6K +241 +199%
PCMK
486
Paragon Capital Management (Kansas)
Kansas
$40K +$40K +364 New
SIAP
487
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
GEA
488
Glen Eagle Advisors
New Jersey
$36.4K +$13.7K +124 +60%
GAM
489
Gemmer Asset Management
California
$36K -$4.18K -38 -10%
VFA
490
Valeo Financial Advisors
Indiana
$33K -$8.14K -73 -20%
AIC
491
Ameritas Investment Company
Nebraska
$33K +$3.67K +33 +13%
GWMIA
492
Global Wealth Management Investment Advisory
Florida
$30K +$13.2K +121 +79%
VCS
493
Vaughan & Co Securities
New Jersey
$29.3K
WCG
494
Weaver Consulting Group
California
$27K -$1.48M -13,519 -98%
FCM
495
Firestone Capital Management
Florida
$27K
SAM
496
S.A. Mason
Michigan
$24K
WB
497
West Bancorporation
Iowa
$21K
FMII
498
Farmers & Merchants Investments Inc
Nebraska
$20K
VNA
499
Valley National Advisers
Pennsylvania
$19K -$29.4K -271 -61%
SCA
500
Stonebridge Capital Advisors
Minnesota
$19K