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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
1
Charles Schwab
California
$1.15B
2
Jane Street
2
Jane Street
New York
$171M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$68M
4
Morgan Stanley
4
Morgan Stanley
New York
$423M
5
Ameriprise
5
Ameriprise
Minnesota
$492M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$140M
2
Barclays
2
Barclays
United Kingdom
$0
3
Bank of America
3
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$948M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$18.3M -$2.98M -26,942 -14%
CWM
77
Cabot Wealth Management
Massachusetts
$17.7M +$13.7M +123,930 +345%
CIM
78
Confluence Investment Management
Missouri
$17.6M -$6.63K -60 -0%
AIA
79
Angeles Investment Advisors
California
$17.1M +$17.1M +155,000 New
ECM
80
Evergreen Capital Management
Washington
$16.7M -$27.8M -251,642 -62%
NC
81
NewSquare Capital
Pennsylvania
$16.7M +$5.22M +47,288 +46%
WP
82
WealthSource Partners
California
$15.7M -$4.61M -41,746 -23%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$15.7M +$15.7M +141,801 +52,519%
SMM
84
Stadion Money Management
Georgia
$15.5M -$2.42M -21,925 -13%
NCM
85
Northwest Capital Management
Oregon
$15.3M +$15.3M +138,144 New
FA
86
FDx Advisors
Illinois
$15.2M -$6.47M -58,557 -30%
First Trust Advisors
87
First Trust Advisors
Illinois
$14.5M -$3.87M -35,058 -21%
CCA
88
Checchi Capital Advisers
California
$13.9M +$913K +8,270 +7%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$13.6M +$13.6M +123,126 New
PL
90
Protective Life
Alabama
$13.3M – – –
IAN
91
Integrated Advisors Network
Texas
$12.9M +$216K +1,954 +2%
AP
92
Advisors Preferred
Maryland
$12.8M +$12.8M +115,839 New
Asset Management One
93
Asset Management One
Japan
$12.4M -$1.62M -14,635 -12%
TG
94
TCW Group
California
$12.3M +$3.34M +30,286 +37%
HFA
95
High Falls Advisors
New York
$12.3M -$357K -3,230 -3%
MCIA
96
Mountain Capital Investment Advisors
Colorado
$12.2M -$4.37M -39,606 -26%
GWM
97
Geneos Wealth Management
Colorado
$12.2M -$1.62M -14,703 -12%
PAG
98
Private Advisor Group
New Jersey
$12.1M +$2.64M +23,890 +28%
LWA
99
LWS Wealth Advisors
New Jersey
$11.7M -$275K -2,489 -2%
CIC
100
Cutler Investment Counsel
Oregon
$11.1M +$9.83K +89 +0.1%
2 3
4
5 6