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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$140M
2
Barclays
Barclays
United Kingdom
$0
3
Bank of America
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$948M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Strategic Wealth Partners
Ohio
$6.62M – – –
AAS
127
Avantax Advisory Services
Texas
$6.54M +$454K +4,108 +7%
Financial Engines Advisors
128
Financial Engines Advisors
California
$6.47M -$447K -4,045 -6%
CA
129
Cetera Advisors
Colorado
$6.28M +$2.43M +22,029 +63%
WCWM
130
Wooster Corthell Wealth Management
Connecticut
$6.27M +$6.27M +56,810 New
OAM
131
Oppenheimer Asset Management
New York
$6.23M +$5.35M +48,458 +612%
JSA
132
Jacobson & Schmitt Advisors
Wisconsin
$6.22M +$4.12M +37,283 +196%
LFPWM
133
Leicht Financial Planning & Wealth Management
New Jersey
$6.19M +$5.24M +47,335 +550%
IIA
134
IPG Investment Advisors
California
$6.15M +$3.83M +34,724 +165%
GRP
135
Global Retirement Partners
California
$6.14M +$405K +3,668 +7%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$6.02M -$1.28M -11,616 -18%
QI
137
QS Investors
New York
$5.89M +$460K +4,166 +8%
Northern Trust
138
Northern Trust
Illinois
$5.84M -$2.67M -25,272 -31%
KC
139
Kepos Capital
New York
$5.83M -$25.2M -228,500 -81%
ACI
140
Alpha Cubed Investments
California
$5.77M +$125K +1,131 +2%
VFA
141
Voya Financial Advisors
Connecticut
$5.52M -$333K -3,021 -6%
BI
142
Ballast Inc
Kentucky
$5.48M -$455K -4,120 -8%
ODCM
143
Old Dominion Capital Management
Virginia
$5.42M +$2.98M +27,000 +122%
CAN
144
Claraphi Advisory Network
United States
$5.42M +$5.09M +46,126 +1,590%
FAAS
145
First Allied Advisory Services
California
$5.07M -$2.87M -26,023 -36%
CC
146
Copperleaf Capital
North Carolina
$5.07M -$1.13M -10,268 -18%
PA
147
Parallel Advisors
California
$4.95M -$1.81M -16,372 -27%
SF
148
Synovus Financial
Georgia
$4.87M +$4.62M +41,756 +1,806%
IWA
149
Independence Wealth Advisors
Virginia
$4.82M +$137K +1,242 +3%
BWAM
150
Boyd Watterson Asset Management
Ohio
$4.75M -$376K -3,409 -7%
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