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iShares MBS ETF
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Overview Fund Activity

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
Principal Financial Group
Iowa
$251M
3
Jane Street
Jane Street
New York
$175M
4
CSIA
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$955M
2
Barclays
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
4
KC
Kepos Capital
New York
$86M
5
FA
FDx Advisors
Illinois
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
126
Boyd Watterson Asset Management
Ohio
$4.85M +$264K +2,437 +6%
SHJ
127
Sharkey, Howes & Javer
Colorado
$4.66M +$4.66M +42,981 New
NP
128
NorthRock Partners
Minnesota
$4.52M +$22.2K +205 +0.5%
FA
129
Forefront Analytics
Pennsylvania
$4.51M -$2.69M -24,789 -37%
FI
130
FormulaFolio Investments
Michigan
$4.42M +$1.86M +17,144 +73%
CS
131
Comerica Securities
Michigan
$4.39M +$2.18M +20,172 +99%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$4.32M -$96.3K -889 -2%
Betterment LLC
133
Betterment LLC
New York
$4.31M – – –
TIM
134
Tortoise Investment Management
New York
$4.29M +$4.29M +39,634 New
FSA
135
Financial Sense Advisors
California
$4.19M +$4.19M +38,646 New
IWP
136
Icon Wealth Partners
Texas
$4.12M +$2.21M +20,393 +116%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$208K +1,924 +5%
JFGIW
138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.99M +$162K +1,494 +4%
IWA
139
Independence Wealth Advisors
Virginia
$3.99M -$222K -2,051 -5%
CAN
140
Cetera Advisor Networks
California
$3.96M +$1.77M +16,334 +80%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$3.91M -$7.27M -67,077 -65%
FPGK
142
Financial Partners Group (Kansas)
Kansas
$3.78M +$3.54M +32,655 +1,468%
HCA
143
Heck Capital Advisors
Wisconsin
$3.76M +$205K +1,895 +6%
UBS AM
144
UBS AM
Illinois
$3.73M +$31.1K +287 +0.8%
HPC
145
Hobart Private Capital
North Carolina
$3.64M +$1.62M +14,985 +81%
CAM
146
Concorde Asset Management
Michigan
$3.63M +$1M +9,239 +38%
SCA
147
Snowden Capital Advisors
New York
$3.62M +$783K +7,227 +28%
Invesco
148
Invesco
Georgia
$3.6M -$1.61M -14,838 -31%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$3.57M +$1.2M +11,081 +51%
MM
150
Meridian Management
Arkansas
$3.54M +$183K +1,691 +5%
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