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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
1
Charles Schwab
California
$1.15B
2
Jane Street
2
Jane Street
New York
$171M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$68M
4
Morgan Stanley
4
Morgan Stanley
New York
$423M
5
Ameriprise
5
Ameriprise
Minnesota
$492M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$140M
2
Barclays
2
Barclays
United Kingdom
$0
3
Bank of America
3
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$948M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$76.5M – – –
ERSOT
27
Employees Retirement System of Texas
Texas
$72.4M -$8.13M – –
MAM
28
Madison Asset Management
Wisconsin
$68.8M +$11.3M +102,289 +20%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$68M +$68M +615,550 New
HW
30
Hancock Whitney
Mississippi
$64.3M +$21M +190,269 +49%
HTC
31
Haverford Trust Company
Pennsylvania
$59M +$12.1M +109,150 +26%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$58.3M +$1.26M +11,380 +2%
KeyBank National Association
33
KeyBank National Association
Ohio
$57.5M -$2.46M -22,314 -4%
1CP
34
1607 Capital Partners
Virginia
$57.2M -$8.82M -79,820 -13%
CAI
35
Capital Advisors Inc
Oklahoma
$55.4M +$1.57M +14,204 +3%
Korea Investment Corp
36
Korea Investment Corp
South Korea
$55.2M – – –
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$54.7M +$597K +5,406 +1%
IA
38
IndexIQ Advisors
New York
$53.6M +$28.5M +257,957 +113%
RJA
39
Raymond James & Associates
Florida
$52.2M +$4.27M +38,702 +9%
HPC
40
HM Payson & Co
Maine
$49.8M +$47.7M +431,610 +2,274%
NAM
41
NorthCoast Asset Management
Connecticut
$49.4M -$5.78M -52,290 -10%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$48.5M +$6.15M +53,796 +15%
ECM
43
ETrade Capital Management
Virginia
$47.3M -$11.9M -107,924 -20%
GI
44
Gradient Investments
Minnesota
$46.8M -$16M -144,643 -25%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$46.8M -$16.2M -146,261 -26%
DIP
46
DT Investment Partners
Pennsylvania
$41.4M -$1.43M -12,960 -3%
Deutsche Bank
47
Deutsche Bank
Germany
$41.3M +$34.5M +312,365 +509%
MERSOM
48
Municipal Employees' Retirement System of Michigan
Michigan
$41.2M -$10.2M -92,055 -20%
SEI Investments
49
SEI Investments
Pennsylvania
$40.8M +$4.68M +42,408 +13%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$40.6M -$3.08M -27,908 -7%
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