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

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
BlackRock
BlackRock
New York
$189M
3
HCM
Hilton Capital Management
New York
$4.45M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$999M
5
ERSOT
Employees Retirement System of Texas
Texas
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
IRON Financial
Illinois
$8.57M +$2.63M +23,793 +44%
PA
127
Parkside Advisors
California
$8.53M -$942K -8,530 -10%
WCWM
128
Wooster Corthell Wealth Management
Connecticut
$8.47M +$666K +6,030 +9%
TSA
129
Tri-Star Advisors
Texas
$8.4M +$6.22M +56,483 +285%
Financial Engines Advisors
130
Financial Engines Advisors
California
$8.32M +$807K +7,306 +11%
CAL
131
Capital Analysts LLC
Pennsylvania
$8.16M +$626K +5,673 +8%
MM
132
Main Management
California
$8.05M +$8.05M +72,896 New
First Trust Advisors
133
First Trust Advisors
Illinois
$7.93M -$1.89M -17,157 -19%
KL
134
KWMG LLC
Kansas
$7.67M +$219K +1,988 +3%
VFA
135
Voya Financial Advisors
Connecticut
$7.58M +$70.3K +637 +0.9%
Goldman Sachs
136
Goldman Sachs
New York
$7.46M +$5.47M +49,554 +275%
ODCM
137
Old Dominion Capital Management
Virginia
$7.26M +$1.45M +13,100 +25%
CI
138
CX Institutional
Indiana
$7.19M +$7.17M +64,989 +38,229%
MWM
139
Merriman Wealth Management
Washington
$7.13M -$13.6K -123 -0.2%
Sumitomo Mitsui Trust Group
140
Sumitomo Mitsui Trust Group
Japan
$6.99M -$1.37M -12,380 -16%
SHIM
141
Stone House Investment Management
Pennsylvania
$6.94M +$493K +4,461 +8%
AWM
142
AE Wealth Management
Kansas
$6.68M +$1.69M +15,330 +34%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$6.64M -$115K -1,043 -2%
SAS
144
Stelac Advisory Services
New York
$6.62M +$3.75M +33,943 +130%
SWP
145
Strategic Wealth Partners
Ohio
$6.59M +$708K +6,416 +12%
BI
146
Ballast Inc
Kentucky
$6.56M +$625K +5,658 +11%
SS
147
Simplicity Solutions
Minnesota
$6.48M +$1.36M +12,355 +27%
CA
148
Corrado Advisors
New Jersey
$6.45M -$44.2K -400 -0.7%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$6.38M -$2.25M -20,396 -26%
BCM
150
Brookstone Capital Management
Illinois
$6.16M +$6.16M +55,834 New
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