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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 %
Sumitomo Mitsui Trust Group
126
Sumitomo Mitsui Trust Group
Japan
$8.36M +$8.36M +75,675 New
WCWM
127
Wooster Corthell Wealth Management
Connecticut
$7.83M +$1.54M +13,900 +24%
CAL
128
Capital Analysts LLC
Pennsylvania
$7.56M +$47K +425 +0.6%
Financial Engines Advisors
129
Financial Engines Advisors
California
$7.54M +$1.06M +9,538 +16%
VFA
130
Voya Financial Advisors
Connecticut
$7.53M +$1.99M +17,954 +36%
KL
131
KWMG LLC
Kansas
$7.47M +$532K +4,802 +8%
PWAG
132
Polaris Wealth Advisory Group
California
$7.44M -$24.1M -218,061 -76%
CIM
133
Cambria Investment Management
California
$7.43M +$7.43M +67,114 New
MWM
134
Merriman Wealth Management
Washington
$7.16M -$285K -2,575 -4%
LWM
135
Lenox Wealth Management
Ohio
$6.96M -$1.57M -14,150 -18%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$6.77M -$284K -2,568 -4%
Renaissance Technologies
137
Renaissance Technologies
New York
$6.54M +$2.34M +21,100 +56%
CA
138
Corrado Advisors
New Jersey
$6.51M -$1.16M -10,448 -15%
SCP
139
Silverleafe Capital Partners
Tennessee
$6.5M +$1.77M +15,965 +37%
SHIM
140
Stone House Investment Management
Pennsylvania
$6.47M -$1.01M -9,137 -14%
AAS
141
Avantax Advisory Services
Texas
$6.46M -$84.1K -759 -1%
IIA
142
IPG Investment Advisors
California
$6.29M +$123K +1,113 +2%
QI
143
QS Investors
New York
$6.09M +$188K +1,694 +3%
IF
144
IRON Financial
Illinois
$5.96M +$5.96M +53,844 New
BI
145
Ballast Inc
Kentucky
$5.95M +$458K +4,142 +8%
Betterment LLC
146
Betterment LLC
New York
$5.92M -$1.82M -16,461 -24%
SWP
147
Strategic Wealth Partners
Ohio
$5.9M -$882K -7,964 -13%
ACI
148
Alpha Cubed Investments
California
$5.88M +$100K +905 +2%
ODCM
149
Old Dominion Capital Management
Virginia
$5.83M +$398K +3,600 +7%
GRP
150
Global Retirement Partners
California
$5.7M -$451K -4,075 -7%
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6
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