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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 %
PAG
176
Pinnacle Advisory Group
Maryland
$3.47M +$95.2K +881 +3%
PG
177
Proffitt & Goodson
Tennessee
$3.36M -$21.2K -196 -0.6%
AIM
178
Acropolis Investment Management
Missouri
$3.35M -$38.8K -359 -1%
LFG
179
LifePlan Financial Group
Ohio
$3.3M +$6.16K +57 +0.2%
EVM
180
Eaton Vance Management
Massachusetts
$3.29M +$715K +6,619 +28%
CWG
181
Cornerstone Wealth Group
North Carolina
$3.29M +$133K +1,232 +4%
QFA
182
Quattro Financial Advisors
Texas
$3.26M -$119K -1,098 -4%
BRWA
183
B. Riley Wealth Advisors
Florida
$3.23M +$1.49M +13,750 +85%
BOTW
184
Bank of the West
California
$3.22M +$178K +1,649 +6%
CWS
185
Cypress Wealth Services
California
$3.11M +$513K +4,745 +20%
SC
186
Scotia Capital
Ontario, Canada
$3.05M +$1.06M +9,823 +54%
State Street
187
State Street
Massachusetts
$3.03M +$3.03M +28,023 New
IFS
188
Ifrah Financial Services
Arkansas
$3.02M -$12.8K -118 -0.4%
SWP
189
Stratos Wealth Partners
Ohio
$2.97M +$141K +1,305 +5%
Prudential Financial
190
Prudential Financial
New Jersey
$2.97M +$866K +8,013 +41%
SXL
191
Summit X LLC
Missouri
$2.88M +$233K +2,143 +9%
MIAN
192
Mariner Independent Advisor Network
Kansas
$2.77M +$339K +3,132 +14%
DTIM
193
Danda Trouve Investment Management
Kansas
$2.73M +$2.73M +25,288 New
5L
194
55I LLC
Massachusetts
$2.71M +$1.83M +16,929 +207%
IWC
195
Integrated Wealth Concepts
Massachusetts
$2.7M +$1.4M +12,973 +108%
SFA
196
Sequoia Financial Advisors
Ohio
$2.66M +$484K +4,480 +22%
BHWM
197
Bar Harbor Wealth Management
New Hampshire
$2.62M +$39.8K +368 +2%
MG
198
Mather Group
Illinois
$2.57M +$1.92M +17,784 +298%
BEC
199
Blue Edge Capital
Virginia
$2.55M +$300K +2,776 +13%
RA
200
RFG Advisory
Alabama
$2.53M +$14.1K +130 +0.6%
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