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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
+$841M
2
Barclays
Barclays
United Kingdom
+$406M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
CSIA
Charles Schwab Investment Advisory
California
+$173M
5
Truist Financial
Truist Financial
North Carolina
+$157M

Top Sellers

1
Jane Street
Jane Street
New York
-$175M
2
NP
NorthRock Partners
Minnesota
-$80.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$61.7M
4
KC
Kepos Capital
New York
-$55.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$6.62M -$1.14M -10,551 -15%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$6.54M +$9.62K +89 +0.1%
KL
128
KWMG LLC
Kansas
$6.48M +$646K +5,978 +11%
AFA
129
American Financial Advisors
Georgia
$6.11M +$792K +7,315 +15%
CC
130
Copperleaf Capital
North Carolina
$6.07M +$6.07M +56,131 New
AAS
131
Avantax Advisory Services
Texas
$5.96M +$5.96M +54,996 New
OR
132
Olympiad Research
Connecticut
$5.94M +$5.94M +54,919 New
LWA
133
Lineweaver Wealth Advisors
Ohio
$5.89M +$5.89M +54,543 New
BI
134
Ballast Inc
Kentucky
$5.81M +$5.81M +53,763 New
VFA
135
Voya Financial Advisors
Connecticut
$5.74M +$252K +2,332 +5%
CCMG
136
Clark Capital Management Group
Pennsylvania
$5.66M +$427K +3,948 +8%
GRP
137
Global Retirement Partners
California
$5.61M -$310K -2,867 -5%
ACI
138
Alpha Cubed Investments
California
$5.52M -$17.3K -160 -0.3%
CFGS
139
Concourse Financial Group Securities
Alabama
$5.51M +$2.66M +24,604 +93%
QI
140
QS Investors
New York
$5.32M -$501K -4,632 -9%
CS
141
Comerica Securities
Michigan
$5.26M +$880K +8,147 +20%
FP
142
Fiduciary Planning
Florida
$5.2M +$5.2M +47,843 New
SAS
143
Sage Advisory Services
Texas
$5.12M -$129K -1,195 -2%
Goldman Sachs
144
Goldman Sachs
New York
$5.02M -$12.9M -119,838 -72%
BWAM
145
Boyd Watterson Asset Management
Ohio
$5.01M +$169K +1,566 +3%
SHJ
146
Sharkey, Howes & Javer
Colorado
$4.98M +$334K +3,094 +7%
SCA
147
Snowden Capital Advisors
New York
$4.74M +$1.13M +10,462 +31%
PFG
148
PAX Financial Group
Texas
$4.73M +$4.73M +43,368 New
FA
149
Forefront Analytics
Pennsylvania
$4.63M +$137K +1,264 +3%
IWA
150
Independence Wealth Advisors
Virginia
$4.58M +$601K +5,564 +15%
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