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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 %
VCP
501
Verus Capital Partners
Arizona
$19K
KFS
502
Kelly Financial Services
Massachusetts
$18.9K
SIS
503
Sound Income Strategies
Florida
$17K
CAGAS
504
Capital Advisory Group Advisory Services
Minnesota
$17K
DZ Bank
505
DZ Bank
Germany
$16K
FRA
506
Front Row Advisors
California
$15K
AWA
507
Arkadios Wealth Advisors
Georgia
$14.9K +$332 +3 +2%
LFG
508
Larson Financial Group
Missouri
$14K -$1.85K -17 -12%
FGAM
509
Financial Gravity Asset Management
Texas
$13.9K +$3.03K +29 +28%
BWA
510
Burt Wealth Advisors
Maryland
$11K +$11K +102 New
Loomis, Sayles & Company
511
Loomis, Sayles & Company
Massachusetts
$11K +$11K +103 New
TFS
512
TrustCore Financial Services
Tennessee
$10K +$10K +90 New
AIP
513
Ameritas Investment Partners
Nebraska
$10K +$10K +99 New
QCG
514
Quadrant Capital Group
Ohio
$9K +$9K +81 New
AT
515
Arden Trust
Delaware
$9K +$9K +81 New
S
516
SignatureFD
Georgia
$9K +$9K +85 New
LSA
517
Lion Street Advisors
Texas
$9K +$9K +86 New
LGWM
518
Litman Gregory Wealth Management
California
$8K
AAMA
519
Advanced Asset Management Advisors
Ohio
$8K
KFI
520
Key Financial Inc
Pennsylvania
$8K +$8K +71 New
CFO
521
CVA Family Office
Colorado
$7K +$7K +62 New
BWM
522
Baystate Wealth Management
Massachusetts
$7K +$7K +64 New
BA
523
Ballast Advisors
Minnesota
$6K
PMFA
524
Plante Moran Financial Advisors
Michigan
$6K +$6K +53 New
RBA
525
Richard Bernstein Advisors
New York
$6K +$6K +56 New