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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.

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
1
Bank of America
North Carolina
$6.26B
2
Charles Schwab
2
Charles Schwab
California
$1.45B
3
Ameriprise
3
Ameriprise
Minnesota
$739M
4
CIA
4
Capital Investment Advisors
Georgia
$65.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$889M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$189M
3
HCM
3
Hilton Capital Management
New York
$4.45M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$999M
5
IA
5
IndexIQ Advisors
New York
$2.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.26B 56,690,377 +5,266,191 +10%
Charles Schwab
2
Charles Schwab
California
$1.45B 13,154,639 +2,538,609 +24%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$999M 9,051,074 -832,266 -8%
Fisher Asset Management
4
Fisher Asset Management
Washington
$889M 8,053,858 +452,315 +6%
Wells Fargo
5
Wells Fargo
California
$815M 7,381,942 -65,425 -0.9%
Ameriprise
6
Ameriprise
Minnesota
$739M 6,703,145 +951,612 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$552M 4,996,687 +199,153 +4%
Morgan Stanley
8
Morgan Stanley
New York
$482M 4,368,986 +267,211 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$310M 2,811,558 -91,558 -3%
LPL Financial
10
LPL Financial
California
$276M 2,502,707 +207,818 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$253M 2,294,619 +175,761 +8%
Jane Street
12
Jane Street
New York
$250M 2,263,592 +245,143 +12%
Stifel Financial
13
Stifel Financial
Missouri
$243M 2,200,926 +35,761 +2%
UCFA
14
United Capital Financial Advisors
Texas
$233M 2,107,911 +37,347 +2%
BlackRock
15
BlackRock
New York
$189M 1,713,945 -1,267,399 -43%
Truist Financial
16
Truist Financial
North Carolina
$188M 1,706,365 +143,569 +9%
AssetMark Inc
17
AssetMark Inc
California
$181M 1,642,583 +10,085 +0.6%
UBS Group
18
UBS Group
Switzerland
$150M 1,359,465 +213,675 +19%
MAM
19
Madison Asset Management
Wisconsin
$115M 1,038,728 +429,360 +70%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$112M 1,015,895 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$105M 954,922 -49,964 -5%
CSIA
22
Charles Schwab Investment Advisory
California
$105M 947,427 -39,308 -4%
RIG
23
RiverFront Investment Group
Virginia
$96.3M 872,166 +10,377 +1%
AIA
24
Avalon Investment & Advisory
Texas
$96.2M 871,648 +39,175 +5%
MERSOM
25
Municipal Employees' Retirement System of Michigan
Michigan
$91.5M 828,554 – –
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