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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 %
SF
151
Synovus Financial
Georgia
$5.36M +$481K +4,345 +10%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M +$5.31M +47,920 New
SS
153
Simplicity Solutions
Minnesota
$5.13M +$3.61M +32,590 +236%
YMRC
154
Yorktown Management & Research Company
Virginia
$5.02M +$5.02M +45,300 New
Lido Advisors
155
Lido Advisors
California
$5.01M +$4.08M +36,845 +439%
AWM
156
AE Wealth Management
Kansas
$5M +$900K +8,128 +22%
OQC
157
Optimum Quantvest Corp
Connecticut
$4.79M +$4.79M +43,290 New
EH
158
Equitable Holdings
New York
$4.75M +$392K +3,540 +9%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$662K +5,981 +16%
CC
160
Copperleaf Capital
North Carolina
$4.72M -$362K -3,269 -7%
NP
161
NorthRock Partners
Minnesota
$4.66M -$99.6M -39,877 -96%
IA
162
IFP Advisors
Florida
$4.65M +$2.76M +24,895 +146%
KC
163
Kepos Capital
New York
$4.52M -$1.33M -12,000 -23%
EVM
164
Eaton Vance Management
Massachusetts
$4.51M +$575K +5,195 +15%
PA
165
Parallel Advisors
California
$4.46M -$504K -4,553 -10%
FAAS
166
First Allied Advisory Services
California
$4.44M -$636K -5,747 -13%
RCAG
167
Rehmann Capital Advisory Group
Michigan
$4.44M -$9.19M -83,048 -67%
HCA
168
Heck Capital Advisors
Wisconsin
$4.43M +$403K +3,639 +10%
CF
169
Centaurus Financial
California
$4.39M +$4.26M +38,508 +3,354%
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36M -$92.3K -834 -2%
TCM
171
Tradewinds Capital Management
Washington
$4.2M +$4.2M +37,950 New
AR
172
Advisory Research
Illinois
$4.09M +$4.09M +36,935 New
ERIM
173
Eagle Ridge Investment Management
Connecticut
$3.99M -$169K -1,529 -4%
CA
174
Cetera Advisors
Colorado
$3.95M -$2.35M -21,195 -37%
Barclays
175
Barclays
United Kingdom
$3.88M +$3.88M +35,000 New
5 6
7
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