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iShares MBS ETF

688 hedge funds and large institutions have $22.4B invested in iShares MBS ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 307 increasing their positions, 136 reducing their positions, and 51 closing their positions.

Holders
688
Holders Change
+116
Holders Change %
+20.28%
% of All Funds
12.21%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.33%
New
176
Increased
307
Reduced
136
Closed
51
Calls
$2.94M
Puts
$54.5M
Net Calls
-$51.6M
Net Calls Change
+$58.5M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.45B 58,527,924 +1,837,547 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.78B 16,137,730 +7,086,656 +78%
Charles Schwab
3
Charles Schwab
California
$1.49B 13,492,757 +338,118 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.33B 12,064,184 +7,067,497 +141%
Fisher Asset Management
5
Fisher Asset Management
Washington
$953M 8,651,922 +598,064 +7%
Wells Fargo
6
Wells Fargo
California
$819M 7,438,848 +56,906 +0.8%
Ameriprise
7
Ameriprise
Minnesota
$815M 7,411,413 +708,268 +11%
Morgan Stanley
8
Morgan Stanley
New York
$550M 4,992,351 +623,365 +14%
LPL Financial
9
LPL Financial
California
$428M 3,889,827 +1,387,120 +55%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$262M 2,382,254 +87,635 +4%
Stifel Financial
11
Stifel Financial
Missouri
$261M 2,370,736 +169,810 +8%
UCFA
12
United Capital Financial Advisors
Texas
$253M 2,296,831 +188,920 +9%
BlackRock
13
BlackRock
New York
$237M 2,155,077 +441,132 +26%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$220M 1,998,341 -813,217 -29%
AssetMark Inc
15
AssetMark Inc
California
$219M 1,984,925 +342,342 +21%
Truist Financial
16
Truist Financial
North Carolina
$161M 1,464,975 -241,390 -14%
UBS Group
17
UBS Group
Switzerland
$156M 1,419,654 +60,189 +4%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$125M 1,134,200 +546,000 +93%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$122M 1,110,597 +155,675 +16%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$121M 1,102,760 +86,865 +9%
MAM
21
Madison Asset Management
Wisconsin
$121M 1,096,843 +58,115 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$120M 1,024,742 +275,980 +37%
Osaic Holdings
23
Osaic Holdings
Arizona
$118M 1,074,316 +773,540 +257%
RJA
24
Raymond James & Associates
Florida
$112M 1,014,080 +579,456 +133%
CSIA
25
Charles Schwab Investment Advisory
California
$101M 912,864 -34,563 -4%