MBB icon

iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
151
Sharkey, Howes & Javer
Colorado
$4.73M -$355K -3,210 -7%
SCP
152
Silverleafe Capital Partners
Tennessee
$4.73M +$4.73M +42,779 New
CAN
153
Cetera Advisor Networks
California
$4.72M +$946K +8,566 +25%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$4.72M -$1.96M -17,789 -29%
NP
155
NorthRock Partners
Minnesota
$4.66M +$4.41M +39,529 +1,785%
QFA
156
Quattro Financial Advisors
Texas
$4.54M +$1.23M +11,152 +37%
CFGS
157
Concourse Financial Group Securities
Alabama
$4.51M -$1.12M -10,105 -20%
CST
158
Charles Schwab Trust
Nevada
$4.5M +$2.83M +25,604 +170%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.44M -$72.9K -660 -2%
EH
160
Equitable Holdings
New York
$4.35M +$2.19M +19,786 +101%
Prudential Financial
161
Prudential Financial
New Jersey
$4.34M +$1.3M +11,799 +43%
Renaissance Technologies
162
Renaissance Technologies
New York
$4.2M -$7.94M -71,845 -65%
ERIM
163
Eagle Ridge Investment Management
Connecticut
$4.15M -$234K -2,121 -5%
AWM
164
AE Wealth Management
Kansas
$4.09M -$5.4M -48,933 -57%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$2.26M +20,380 +124%
American Century Companies
166
American Century Companies
Missouri
$4.05M +$4.05M +36,700 New
HCA
167
Heck Capital Advisors
Wisconsin
$4.02M -$29.3K -265 -0.7%
MAFM
168
Mid Atlantic Financial Management
Pennsylvania
$3.95M +$38.7K +350 +1%
SCA
169
Snowden Capital Advisors
New York
$3.94M -$910K -8,244 -19%
TF
170
Trek Financial
Arizona
$3.93M +$269K +2,435 +7%
EVM
171
Eaton Vance Management
Massachusetts
$3.93M +$565K +5,119 +17%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$3.87M -$140K -1,274 -3%
FSA
173
Financial Sense Advisors
California
$3.86M -$432K -3,915 -10%
SAS
174
Sage Advisory Services
Texas
$3.81M -$1.42M -12,856 -27%
CS
175
Comerica Securities
Michigan
$3.78M -$1.6M -14,527 -30%