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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
+$56.8M
5
Ameriprise
Ameriprise
Minnesota
+$50.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.05B
2
Barclays
Barclays
United Kingdom
-$605M
3
Bank of America
Bank of America
North Carolina
-$487M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$210M
5
CIM
Centersquare Investment Management
Pennsylvania
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$2.94M -$665K -6,018 -18%
AWA
202
Arete Wealth Advisors
Illinois
$2.92M +$2.92M +26,451 New
BOTW
203
Bank of the West
California
$2.9M -$392K -3,546 -12%
PWPCM
204
Perella Weinberg Partners Capital Management
New York
$2.81M +$2.81M +25,473 New
CWS
205
Cypress Wealth Services
California
$2.81M -$374K -3,386 -12%
SFA
206
Sequoia Financial Advisors
Ohio
$2.8M +$90.5K +819 +3%
CRWM
207
Castle Rock Wealth Management
California
$2.8M +$2.8M +25,259 New
BEC
208
Blue Edge Capital
Virginia
$2.73M +$123K +1,114 +5%
SMG
209
Spectrum Management Group
Indiana
$2.72M +$2.72M +24,612 +70,320%
BRWA
210
B. Riley Wealth Advisors
Florida
$2.69M -$617K -5,587 -19%
FA
211
Forefront Analytics
Pennsylvania
$2.66M -$2.07M -18,735 -44%
CAAS
212
Capital Asset Advisory Services
Michigan
$2.64M +$2.53M +22,804 +2,299%
CCMG
213
Clark Capital Management Group
Pennsylvania
$2.61M -$3.17M -28,746 -55%
BHWM
214
Bar Harbor Wealth Management
New Hampshire
$2.59M -$81.8K -741 -3%
NFG
215
Next Financial Group
Texas
$2.59M +$1.09M +9,877 +73%
MIAN
216
Mariner Independent Advisor Network
Kansas
$2.58M -$246K -2,230 -9%
JIP
217
Jaffetilchin Investment Partners
Florida
$2.57M +$252K +2,286 +11%
Citigroup
218
Citigroup
New York
$2.55M +$568K +5,139 +29%
CW
219
CreativeOne Wealth
Kansas
$2.49M +$445K +4,026 +22%
RWA
220
Redhawk Wealth Advisors
Minnesota
$2.35M +$2.35M +21,294 New
Mariner
221
Mariner
Kansas
$2.33M +$2.33M +21,106 New
LFG
222
LifePlan Financial Group
Ohio
$2.3M -$1.07M -9,731 -32%
SFM
223
Signet Financial Management
New Jersey
$2.24M +$83.3K +750 +4%
MYAM
224
Meiji Yasuda Asset Management
Japan
$2.12M +$2.12M +19,203 New
SFS
225
Sowell Financial Services
Arkansas
$2.11M +$572K +5,182 +37%
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