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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 %
PA
101
Parkside Advisors
California
$9.81M -$247K -2,289 -2%
FCC
102
Florin Court Capital
United Kingdom
$9.39M +$973K +9,000 +12%
PAG
103
Private Advisor Group
New Jersey
$9.3M +$352K +3,261 +4%
AWM
104
AE Wealth Management
Kansas
$9.29M -$78.8K -729 -0.8%
GFPC
105
Global Financial Private Capital
Florida
$9.18M -$649K -6,010 -7%
HighTower Advisors
106
HighTower Advisors
Illinois
$8.94M +$1.6M +14,781 +22%
Betterment LLC
107
Betterment LLC
New York
$8.88M +$4.55M +42,139 +105%
SSWG
108
Seven Springs Wealth Group
Tennessee
$8.81M +$8.81M +81,514 New
TG
109
TCW Group
California
$8.74M +$8.74M +80,901 New
AI
110
Atria Investments
North Carolina
$8.6M +$2.27M +21,003 +36%
Northern Trust
111
Northern Trust
Illinois
$8.46M +$2.07M +19,711 +32%
FM
112
Foster & Motley
Ohio
$8.41M +$1.43M +13,243 +21%
LWM
113
Lenox Wealth Management
Ohio
$8.27M +$2.46M +22,751 +42%
ERSOT
114
Employees Retirement System of Texas
Texas
$8.13M – – –
RWM
115
RKL Wealth Management
Pennsylvania
$8.12M +$923K +8,542 +13%
VM
116
Value Monitoring
California
$8.02M +$8.02M +80,381 New
FAAS
117
First Allied Advisory Services
California
$7.78M +$357K +3,299 +5%
JIR
118
James Investment Research
Ohio
$7.74M -$205K -1,896 -3%
CAL
119
Capital Analysts LLC
Pennsylvania
$7.59M +$91.7K +849 +1%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$7.14M +$3.24M +29,987 +83%
KCM
121
Kathmere Capital Management
Pennsylvania
$7.11M +$7.11M +65,830 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$7.01M +$5.1M +47,236 +268%
Financial Engines Advisors
123
Financial Engines Advisors
California
$6.77M +$600K +5,554 +10%
Deutsche Bank
124
Deutsche Bank
Germany
$6.62M +$1.61M +14,932 +32%
SWP
125
Strategic Wealth Partners
Ohio
$6.62M -$1.1M -10,136 -14%
3 4
5
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