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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 %
DE
201
Day & Ennis
Georgia
$2.46M +$789K +7,299 +47%
RJT
202
Raymond James Trust
Florida
$2.4M +$14K +130 +0.6%
ODCM
203
Old Dominion Capital Management
Virginia
$2.38M +$2.38M +22,050 New
BCWM
204
Bartlett & Co Wealth Management
Ohio
$2.33M +$186K +1,720 +9%
IIA
205
IPG Investment Advisors
California
$2.27M +$53.8K +498 +2%
JIP
206
Jaffetilchin Investment Partners
Florida
$2.26M +$32.6K +302 +1%
TPWA
207
TRUE Private Wealth Advisors
Oregon
$2.24M +$25.6K +237 +1%
VFA
208
Values First Advisors
Tennessee
$2.2M +$2.2M +20,388 New
SS
209
Simplicity Solutions
Minnesota
$2.15M +$346K +3,198 +19%
EH
210
Equitable Holdings
New York
$2.12M +$2.12M +19,576 New
SFM
211
Signet Financial Management
New Jersey
$2.1M +$123K +1,136 +6%
JSA
212
Jacobson & Schmitt Advisors
Wisconsin
$2.06M +$651K +6,028 +46%
HPC
213
HM Payson & Co
Maine
$2.05M +$10.1K +93 +0.5%
CC
214
Cedar Capital
Illinois
$2.05M +$16.7K +155 +0.8%
FI
215
FormulaFolio Investments
Michigan
$2.02M -$2.39M -22,102 -54%
CW
216
CreativeOne Wealth
Kansas
$2.01M +$610K +5,646 +44%
Citigroup
217
Citigroup
New York
$1.94M -$678K -6,274 -26%
PWA
218
Physician Wealth Advisors
Utah
$1.88M +$318K +2,929 +20%
IA
219
IFP Advisors
Florida
$1.86M +$208K +1,921 +13%
FNBT
220
FineMark National Bank & Trust
Florida
$1.84M +$78.5K +726 +4%
LNC
221
Lincoln National Corp
Pennsylvania
$1.79M +$1.79M +16,535 New
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$474K +4,383 +36%
SIA
223
Strategic Investment Advisors
Michigan
$1.77M +$123K +1,135 +7%
PPP
224
Private Portfolio Partners
New Jersey
$1.75M +$250K +2,310 +17%
SI
225
Stephens Inc
Arkansas
$1.74M +$1.33M +12,294 +325%
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