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iShares MBS ETF
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Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
2
Wells Fargo
California
$715M
3
IA
3
IndexIQ Advisors
New York
$69.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$245M
5
Jane Street
5
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$172M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$512M
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
4
AssetMark Inc
California
$66.9M
5
1CP
5
1607 Capital Partners
Virginia
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.23B 50,614,084 -349,373 -0.7%
Wells Fargo
2
Wells Fargo
California
$715M 6,915,276 +585,450 +9%
Fisher Asset Management
3
Fisher Asset Management
Washington
$512M 4,957,367 -442,573 -8%
Ameriprise
4
Ameriprise
Minnesota
$393M 2,609,342 -87,940 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$364M 3,526,625 +270,682 +8%
CSIA
6
Charles Schwab Investment Advisory
California
$342M 3,307,015 +789,322 +31%
UCFA
7
United Capital Financial Advisors
Texas
$245M 2,368,839 +428,141 +22%
Morgan Stanley
8
Morgan Stanley
New York
$231M 2,238,905 +166,178 +8%
Stifel Financial
9
Stifel Financial
Missouri
$174M 1,678,543 +11,622 +0.7%
BlackRock
10
BlackRock
New York
$172M 1,669,371 -451,597 -21%
LMGAM
11
Liberty Mutual Group Asset Management
Massachusetts
$140M 1,355,764 -125,890 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$127M 1,227,044 +60,112 +5%
SB
13
Suntrust Banks
Georgia
$123M 1,189,818 +26,595 +2%
Barclays
14
Barclays
United Kingdom
$112M 1,081,624 -54,532 -5%
LPL Financial
15
LPL Financial
California
$110M 1,060,913 -3,919 -0.4%
KC
16
Kepos Capital
New York
$108M 1,045,200 -21,100 -2%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$95.1M 920,800 – –
SAS
18
Sage Advisory Services
Texas
$90.4M 874,746 -42,891 -5%
UBS Group
19
UBS Group
Switzerland
$83.6M 809,268 -47,822 -6%
KeyBank National Association
20
KeyBank National Association
Ohio
$82.4M 797,864 -74,390 -9%
IA
21
IndexIQ Advisors
New York
$69.7M 674,861 +477,646 +242%
AssetMark Inc
22
AssetMark Inc
California
$66.9M 647,009 -185,128 -22%
FA
23
FDx Advisors
Illinois
$52.8M 510,557 -29,114 -5%
Korea Investment Corp
24
Korea Investment Corp
South Korea
$51.7M 500,000 – –
Jane Street
25
Jane Street
New York
$41.2M 398,344 +398,344 New
1
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