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iShares MBS ETF
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Overview Fund Activity

543 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 208 increasing their positions, 194 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
11.16%
Holding in Top 10
60
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.09%
% of All Funds
1.23%
New
82
Increased
208
Reduced
194
Closed
74
Calls
$278M
Puts
$290M
Net Calls
-$12.4M
Net Calls Change
-$9.98M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$627M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$145M
3
HCM
3
Hilton Capital Management
New York
$99.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$65.1M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$841M

Top Sellers

1
BlackRock
1
BlackRock
New York
$330M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$531M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
NP
4
NorthRock Partners
Minnesota
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$824M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
101
Brinker Capital
Pennsylvania
$13.9M +$13.9M +125,880 New
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$13.9M +$12.5M +112,871 +883%
PL
103
Protective Life
Alabama
$13.7M – – –
HNB
104
Huntington National Bank
Ohio
$13.1M -$7.69M – –
IAN
105
Integrated Advisors Network
Texas
$13M -$1.22K -11 -0%
CCA
106
Checchi Capital Advisers
California
$12.5M -$1.38M -12,435 -10%
MYAM
107
Meiji Yasuda Asset Management
Japan
$12M +$9.91M +89,560 +466%
EC
108
Estate Counselors
Wisconsin
$11.8M +$2.07M +18,675 +21%
Northern Trust
109
Northern Trust
Illinois
$11.8M +$5.88M +54,737 +99%
JSA
110
Jacobson & Schmitt Advisors
Wisconsin
$11.8M +$5.56M +50,257 +89%
MCIA
111
Mountain Capital Investment Advisors
Colorado
$11.8M -$495K -4,472 -4%
CIC
112
Cutler Investment Counsel
Oregon
$11.7M +$564K +5,094 +5%
PAG
113
Private Advisor Group
New Jersey
$11.3M -$858K -7,752 -7%
RWM
114
RKL Wealth Management
Pennsylvania
$10.8M +$1.65M +14,935 +18%
SC
115
Scotia Capital
Ontario, Canada
$10.5M +$480K +4,332 +5%
ACA
116
Anchor Capital Advisors
Massachusetts
$10.3M +$10.3M +92,835 New
SSWG
117
Seven Springs Wealth Group
Tennessee
$10.1M +$1.51M +13,612 +17%
TCM
118
Telos Capital Management
California
$10M +$10M +90,737 New
First Trust Advisors
119
First Trust Advisors
Illinois
$9.85M -$4.65M -41,984 -32%
PA
120
Parkside Advisors
California
$9.5M +$4.98K +45 +0.1%
FCC
121
Florin Court Capital
United Kingdom
$9.34M +$7.23M +65,300 +343%
HFA
122
High Falls Advisors
New York
$8.98M -$3.33M -30,089 -27%
JIR
123
James Investment Research
Ohio
$8.8M +$1.44M +13,036 +20%
FM
124
Foster & Motley
Ohio
$8.72M +$897K +8,106 +11%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$8.66M +$2.63M +23,724 +44%
3 4
5
6 7