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iShares MBS ETF
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Overview Fund Activity

572 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+29
Holders Change %
+5.34%
% of All Funds
11.57%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
83
Increased
269
Reduced
153
Closed
50
Calls
$4.31M
Puts
$114M
Net Calls
-$110M
Net Calls Change
-$97.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$581M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Ameriprise
Ameriprise
Minnesota
+$105M
4
CIA
Capital Investment Advisors
Georgia
+$64.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$49.9M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$145M
2
BlackRock
BlackRock
New York
-$140M
3
HCM
Hilton Capital Management
New York
-$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$91.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
576
Cambria Investment Management
California
– -$7.43M -67,114 Closed
YMRC
577
Yorktown Management & Research Company
Virginia
– -$5.02M -45,300 Closed
TCM
578
Tradewinds Capital Management
Washington
– -$4.2M -37,950 Closed
FAIM
579
Financial Advocates Investment Management
Washington
– -$2.35M -37,700 Closed
AFWM
580
AMJ Financial Wealth Management
Virginia
– -$3.78M -34,120 Closed
CIA
581
Compass Ion Advisors
Pennsylvania
– -$3.33M -30,059 Closed
KP
582
Keel Point
Alabama
– -$2.94M -26,550 Closed
State Street
583
State Street
Massachusetts
– -$2.24M -20,191 Closed
EWM
584
Edge Wealth Management
New York
– -$1.74M -15,727 Closed
Allianz Asset Management
585
Allianz Asset Management
Germany
– -$1.25M -11,257 Closed
RIA
586
Regal Investment Advisors
Michigan
– -$1.23M -11,147 Closed
Citadel Advisors
587
Citadel Advisors
Florida
– -$998K -9,016 Closed
IWA
588
Independence Wealth Advisors
Virginia
– -$784K -7,079 Closed
AWA
589
Arete Wealth Advisors
Illinois
– -$588K -5,314 Closed
Simplex Trading
590
Simplex Trading
Illinois
– -$545K -4,932 Closed
PPA
591
Parametric Portfolio Associates
Washington
– -$471K -4,254 Closed
FAT
592
First American Trust
California
– -$466K -4,215 Closed
FNT
593
First National Trust
Pennsylvania
– -$411K -3,712 Closed
PFO
594
Pathstone Family Office
New Jersey
– -$376K -3,400 Closed
Mercer Global Advisors
595
Mercer Global Advisors
Colorado
– -$366K -3,309 Closed
CWS
596
Cypress Wealth Services
California
– -$358K -3,236 Closed
COF
597
Capital One Financial
Virginia
– -$348K -3,148 Closed
LFPWM
598
Leicht Financial Planning & Wealth Management
New Jersey
– -$321K -2,889 Closed
PAMG
599
Patton Albertson Miller Group
Tennessee
– -$293K -2,645 Closed
TSS
600
Two Sigma Securities
New York
– -$291K -2,630 Closed
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