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iShares MBS ETF
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Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.13B
2
Barclays
Barclays
United Kingdom
$605M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
4
CSIA
Charles Schwab Investment Advisory
California
$1.17B
5
Truist Financial
Truist Financial
North Carolina
$157M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
NP
NorthRock Partners
Minnesota
$4.53M
3
Principal Financial Group
Principal Financial Group
Iowa
$188M
4
KC
Kepos Capital
New York
$30.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.11B +$16.2M +149,940 +0.3%
CSIA
2
Charles Schwab Investment Advisory
California
$1.17B +$173M +1,603,739 +17%
BlackRock
3
BlackRock
New York
$1.13B +$841M +7,783,180 +288%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.13B +$115M +1,062,063 +11%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.01B +$56.1M +519,488 +6%
Wells Fargo
6
Wells Fargo
California
$966M -$36.9M -341,873 -4%
Fisher Asset Management
7
Fisher Asset Management
Washington
$736M +$39.3M +363,982 +6%
Barclays
8
Barclays
United Kingdom
$605M +$406M +3,753,291 +204%
Ameriprise
9
Ameriprise
Minnesota
$431M +$17.7M +164,626 +4%
Morgan Stanley
10
Morgan Stanley
New York
$358M +$33.3M +308,250 +10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$331M +$177M +1,640,631 +115%
LPL Financial
12
LPL Financial
California
$267M +$27.5M +254,318 +11%
Stifel Financial
13
Stifel Financial
Missouri
$245M +$41.4M +382,677 +20%
UCFA
14
United Capital Financial Advisors
Texas
$227M +$9.58M +88,681 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$191M +$88.6M +820,110 +86%
Principal Financial Group
16
Principal Financial Group
Iowa
$188M -$61.7M -570,674 -25%
Truist Financial
17
Truist Financial
North Carolina
$157M +$157M +1,448,867 New
AssetMark Inc
18
AssetMark Inc
California
$155M +$17.6M +162,769 +13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$129M +$28.9M +267,226 +29%
CIM
20
Centersquare Investment Management
Pennsylvania
$112M +$20.6M +190,840 +23%
State of Tennessee, Department of Treasury
21
State of Tennessee, Department of Treasury
Tennessee
$111M +$4.67M +43,200 +4%
UBS Group
22
UBS Group
Switzerland
$106M +$5.41M +50,024 +5%
AIA
23
Avalon Investment & Advisory
Texas
$97.2M +$22M +203,297 +29%
RIG
24
RiverFront Investment Group
Virginia
$91M -$1.27M -11,708 -1%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$76.5M – – –
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