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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$17.3M +$4.33M +40,074 +33%
AAP
77
Arax Advisory Partners
Colorado
$17.2M +$399K +3,693 +2%
CIM
78
Confluence Investment Management
Missouri
$17.1M -$533K -4,958 -3%
RT
79
Rockland Trust
Massachusetts
$17M +$2.66M +24,572 +18%
HH
80
Hilltop Holdings
Texas
$16.8M +$1.51M +13,945 +10%
MCIA
81
Mountain Capital Investment Advisors
Colorado
$16.3M +$16.3M +150,489 New
Asset Management One
82
Asset Management One
Japan
$13.7M +$139K +1,290 +1%
GWM
83
Geneos Wealth Management
Colorado
$13.6M +$12.9M +119,091 +1,896%
PL
84
Protective Life
Alabama
$13.3M – – –
BCM
85
Brookstone Capital Management
Illinois
$13M +$1.73M +15,965 +15%
SW
86
SteelPeak Wealth
California
$13M +$13M +120,125 New
CCA
87
Checchi Capital Advisers
California
$12.7M +$613K +5,676 +5%
IAN
88
Integrated Advisors Network
Texas
$12.4M +$12.4M +115,110 New
HFA
89
High Falls Advisors
New York
$12.4M +$901K +8,342 +8%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$12.3M +$4.46M +41,319 +57%
Renaissance Technologies
91
Renaissance Technologies
New York
$11.9M +$4.05M +37,517 +52%
EC
92
Estate Counselors
Wisconsin
$11.7M -$485K -4,490 -4%
LWA
93
LWS Wealth Advisors
New Jersey
$11.7M +$11.7M +108,047 New
NC
94
NewSquare Capital
Pennsylvania
$11.2M +$251K +2,320 +2%
SFP
95
Shepherd Financial Partners
Massachusetts
$11.1M +$10.8M +99,618 +3,054%
HNB
96
Huntington National Bank
Ohio
$11M -$11.1M – –
CIC
97
Cutler Investment Counsel
Oregon
$10.9M -$439K -4,065 -4%
NA
98
NewEdge Advisors
Louisiana
$10.9M +$859K +7,954 +9%
OMC
99
Old Mission Capital
Illinois
$10.3M +$9.88M +91,397 +2,224%
Millennium Management
100
Millennium Management
New York
$10.1M -$6.64M -61,480 -40%
2 3
4
5 6