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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
+$581M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Ameriprise
Ameriprise
Minnesota
+$105M
4
CIA
Capital Investment Advisors
Georgia
+$64.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$49.9M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$145M
2
BlackRock
BlackRock
New York
-$140M
3
HCM
Hilton Capital Management
New York
-$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$91.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FLC Capital Advisors
California
$4.78M +$4.53M +41,101 +1,758%
PWPCM
177
Perella Weinberg Partners Capital Management
New York
$4.74M +$1.94M +17,582 +69%
HCA
178
Harbour Capital Advisors
Virginia
$4.74M +$2.02M +18,343 +75%
BA
179
Ballew Advisors
Mississippi
$4.64M +$4.64M +42,072 New
NP
180
NorthRock Partners
Minnesota
$4.63M +$4.42M +39,694 +2,127%
HCA
181
Heck Capital Advisors
Wisconsin
$4.59M +$168K +1,518 +4%
OQC
182
Optimum Quantvest Corp
Connecticut
$4.51M -$270K -2,450 -6%
SAM
183
Strategy Asset Managers
California
$4.46M +$4.46M +40,410 New
HCM
184
Hilton Capital Management
New York
$4.45M -$95M -860,219 -96%
Citigroup
185
Citigroup
New York
$4.42M +$1.97M +17,864 +80%
CC
186
Copperleaf Capital
North Carolina
$4.4M -$298K -2,701 -6%
PA
187
Parallel Advisors
California
$4.29M -$159K -1,439 -4%
FA
188
Forefront Analytics
Pennsylvania
$4.26M +$1.03M +9,304 +32%
RCAG
189
Rehmann Capital Advisory Group
Michigan
$4.24M -$187K -1,697 -4%
CS
190
Comerica Securities
Michigan
$4.23M +$4.23M +38,331 New
CA
191
Cetera Advisors
Colorado
$4.22M +$286K +2,586 +7%
RA
192
Rational Advisors
New York
$4.22M +$2.28M +20,663 +117%
Bank Julius Baer & Co
193
Bank Julius Baer & Co
Switzerland
$4.19M +$356K +3,227 +9%
SIA
194
Soltis Investment Advisors
Utah
$4.14M +$2.27M +20,592 +122%
FNC
195
First National Corp
Massachusetts
$4.11M -$373K -1,292 -8%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.1M +$884K +8,010 +28%
BC
197
Bartlett & Co
Ohio
$4.09M +$223K +2,021 +6%
BCWM
198
Bartlett & Co Wealth Management
Ohio
$4.09M +$223K +2,021 +6%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$4.04M +$1.45M +13,145 +56%
IWP
200
Icon Wealth Partners
Texas
$4.03M +$1.63M +14,721 +68%
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