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iShares MBS ETF
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Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$5.8B
3
Wells Fargo
3
Wells Fargo
California
$937M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$1.6M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$146M
4
RBA
4
Richard Bernstein Advisors
New York
$0
5
CCA
5
Checchi Capital Advisers
California
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.8B 54,555,609 +8,745,396 +19%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.32B 12,429,426 +12,237,446 +6,374%
Wells Fargo
3
Wells Fargo
California
$937M 8,807,988 +2,082,562 +31%
CSIA
4
Charles Schwab Investment Advisory
California
$685M 6,441,758 +663,907 +11%
Fisher Asset Management
5
Fisher Asset Management
Washington
$590M 5,546,466 +374,365 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$471M 4,423,869 +165,609 +4%
Ameriprise
7
Ameriprise
Minnesota
$339M 3,166,065 +84,127 +3%
Morgan Stanley
8
Morgan Stanley
New York
$236M 2,219,193 +172,109 +8%
UCFA
9
United Capital Financial Advisors
Texas
$226M 2,129,360 +66,572 +3%
Barclays
10
Barclays
United Kingdom
$168M 1,580,032 +462,938 +41%
Stifel Financial
11
Stifel Financial
Missouri
$155M 1,457,172 -59,186 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$151M 1,418,701 +1,417,393 +108,363%
AssetMark Inc
13
AssetMark Inc
California
$148M 1,392,842 +696,065 +100%
BlackRock
14
BlackRock
New York
$146M 1,373,461 -190,580 -12%
LMGAM
15
Liberty Mutual Group Asset Management
Massachusetts
$143M 1,342,348 +3,628 +0.3%
LPL Financial
16
LPL Financial
California
$139M 1,310,991 +202,276 +18%
SB
17
Suntrust Banks
Georgia
$131M 1,236,338 -9,790 -0.8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$122M 1,147,614 +74,482 +7%
KC
19
Kepos Capital
New York
$108M 1,012,300 +3,500 +0.3%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$102M 959,300 – –
RIG
21
RiverFront Investment Group
Virginia
$93.7M 881,266 -7,915 -0.9%
SAS
22
Sage Advisory Services
Texas
$84.9M 798,742 +29,721 +4%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$76.5M 707,273 +702,064 +13,478%
UBS Group
24
UBS Group
Switzerland
$76.5M 719,685 -11,087 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$75.6M 710,608 +88,106 +14%
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