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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 %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$14.5M -$557K -5,044 -4%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$13.9M -$5.84M -52,891 -30%
PL
103
Protective Life
Alabama
$13.6M – – –
TG
104
TCW Group
California
$13.5M -$1.95M -17,670 -13%
Renaissance Technologies
105
Renaissance Technologies
New York
$13.4M +$6.84M +62,000 +105%
FA
106
FDx Advisors
Illinois
$13.3M -$1.18M -10,663 -8%
HNB
107
Huntington National Bank
Ohio
$13.1M -$13.1M – –
JIR
108
James Investment Research
Ohio
$13.1M +$4.29M +38,836 +49%
IAN
109
Integrated Advisors Network
Texas
$12.6M -$282K -2,550 -2%
RWM
110
RKL Wealth Management
Pennsylvania
$12.6M +$1.83M +16,575 +17%
PAIA
111
Park Avenue Institutional Advisers
New York
$12.1M +$12.1M +110,000 New
CIC
112
Cutler Investment Counsel
Oregon
$12.1M +$418K +3,790 +4%
CCA
113
Checchi Capital Advisers
California
$12M -$548K -4,966 -4%
DT
114
Daniels + Tansey
Delaware
$11.9M +$11.9M +107,357 New
SF
115
Synovus Financial
Georgia
$11.8M +$6.47M +58,616 +121%
PAG
116
Private Advisor Group
New Jersey
$11.3M +$53.9K +488 +0.5%
EC
117
Estate Counselors
Wisconsin
$11.2M -$593K -5,375 -5%
FM
118
Foster & Motley
Ohio
$11.1M +$2.37M +21,467 +27%
OMC
119
Old Mission Capital
Illinois
$11M +$11M +99,750 New
JCM
120
Janney Capital Management
Pennsylvania
$10.9M -$11.7M -106,365 -52%
SC
121
Scotia Capital
Ontario, Canada
$10.7M +$182K +1,651 +2%
SSWG
122
Seven Springs Wealth Group
Tennessee
$10.5M +$406K +3,678 +4%
ACA
123
Anchor Capital Advisors
Massachusetts
$9.92M -$332K -3,005 -3%
AAS
124
Avantax Advisory Services
Texas
$9.86M +$3.41M +30,890 +53%
FCC
125
Florin Court Capital
United Kingdom
$9.2M -$110K -1,000 -1%
3 4
5
6 7