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iShares MBS ETF
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Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.13B
2
Barclays
Barclays
United Kingdom
$605M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
4
CSIA
Charles Schwab Investment Advisory
California
$1.17B
5
Truist Financial
Truist Financial
North Carolina
$157M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
NP
NorthRock Partners
Minnesota
$4.53M
3
Principal Financial Group
Principal Financial Group
Iowa
$188M
4
KC
Kepos Capital
New York
$30.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$34.2M +$8.34M +77,183 +32%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$32.5M -$1.2M -11,147 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$32M +$2.28M +21,108 +8%
Franklin Resources
54
Franklin Resources
California
$31.4M -$1.08M -10,018 -3%
KC
55
Kepos Capital
New York
$30.4M -$55.4M -512,900 -65%
JCM
56
Janney Capital Management
Pennsylvania
$27.5M +$27.5M +254,066 New
PWAG
57
Polaris Wealth Advisory Group
California
$27.4M +$224K +2,069 +0.8%
IWS
58
Insight Wealth Strategies
California
$26.8M +$878K +8,122 +3%
PI
59
PFS Investments
Georgia
$26M +$1.89M +17,495 +8%
CIA
60
Capital Investment Advisors
Georgia
$26M +$14.4M +133,693 +125%
GC
61
Guggenheim Capital
Illinois
$24.8M +$3.86M +35,725 +18%
IA
62
IndexIQ Advisors
New York
$24.6M -$49.8M -460,972 -67%
B
63
Bailard
California
$24.1M +$2.97M +27,461 +14%
MD
64
Money Design
Japan
$22.6M +$3.48M +32,202 +18%
FA
65
FDx Advisors
Illinois
$21.2M -$2.06M -19,024 -9%
US Bancorp
66
US Bancorp
Minnesota
$20.9M +$3.5M +32,360 +20%
SMFG
67
Sumitomo Mitsui Financial Group
Japan
$20.8M +$1.38M +12,797 +7%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$20.7M +$1.19M +10,991 +6%
WP
69
WealthSource Partners
California
$19.9M +$14.3M +131,982 +253%
TIM
70
Tortoise Investment Management
New York
$19.7M +$15.4M +142,259 +359%
BWM
71
BerganKDV Wealth Management
Minnesota
$19.6M +$32.3K +299 +0.2%
PSUF
72
People's United Financial
Connecticut
$19.5M +$6.84M +63,305 +54%
LG
73
Leuthold Group
Minnesota
$18.9M -$396K -3,664 -2%
First Trust Advisors
74
First Trust Advisors
Illinois
$17.9M -$4.25M -39,367 -19%
SMM
75
Stadion Money Management
Georgia
$17.6M -$2.47M -22,900 -12%
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