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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
1
Bank of America
North Carolina
$6.26B
2
Charles Schwab
2
Charles Schwab
California
$1.45B
3
Ameriprise
3
Ameriprise
Minnesota
$739M
4
CIA
4
Capital Investment Advisors
Georgia
$65.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$889M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$189M
3
HCM
3
Hilton Capital Management
New York
$4.45M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$999M
5
ERSOT
5
Employees Retirement System of Texas
Texas
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
76
Insight Wealth Strategies
California
$23.6M -$2.84M -25,708 -11%
GWM
77
Geneos Wealth Management
Colorado
$23.4M +$3.8M +34,424 +19%
LWA
78
LWS Wealth Advisors
New Jersey
$22.8M +$3.46M +31,370 +18%
CWM
79
Cabot Wealth Management
Massachusetts
$22.6M +$868K +7,866 +4%
QFA
80
Quattro Financial Advisors
Texas
$21.4M +$1.37M +12,455 +7%
LG
81
Leuthold Group
Minnesota
$20.8M +$116K +1,050 +0.6%
SAM
82
SP Asset Management
California
$20.6M +$20.6M +186,870 New
BOPW
83
Brandywine Oak Private Wealth
Pennsylvania
$20.4M +$1.78M +16,115 +10%
CIM
84
Confluence Investment Management
Missouri
$19.7M +$1.76M +15,958 +10%
SG Americas Securities
85
SG Americas Securities
New York
$19.5M -$6.55M -59,287 -25%
CL
86
CIM LLC
New York
$19.4M +$19.4M +175,936 New
Asset Management One
87
Asset Management One
Japan
$19.1M -$1.44M -13,055 -7%
NC
88
NewSquare Capital
Pennsylvania
$18.7M +$1.8M +16,277 +11%
TCM
89
Telos Capital Management
California
$18.4M +$8.41M +76,170 +84%
MMA
90
Miracle Mile Advisors
California
$18.4M +$2.46M +22,313 +15%
TAIM
91
TD Ameritrade Investment Management
Nebraska
$18.2M -$10.2M -92,698 -36%
AAP
92
Arax Advisory Partners
Colorado
$17.9M +$1.11M +10,047 +7%
JSA
93
Jacobson & Schmitt Advisors
Wisconsin
$17.7M +$5.93M +53,679 +50%
KC
94
Kepos Capital
New York
$17.1M +$12.6M +113,700 +279%
NCM
95
Northwest Capital Management
Oregon
$17M +$335K +3,032 +2%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$16.1M -$215K -1,945 -1%
ECM
97
Evergreen Capital Management
Washington
$16M -$679K -6,152 -4%
Northern Trust
98
Northern Trust
Illinois
$15.9M +$3.97M +36,557 +33%
SMM
99
Stadion Money Management
Georgia
$15.9M -$58.3K -528 -0.4%
MYAM
100
Meiji Yasuda Asset Management
Japan
$14.7M +$2.71M +24,513 +23%
2 3
4
5 6