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iShares MBS ETF

681 hedge funds and large institutions have $22.3B invested in iShares MBS ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 306 increasing their positions, 210 reducing their positions, and 60 closing their positions.

Holders
681
Holders Change
+9
Holders Change %
+1.34%
% of All Funds
11.96%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.07%
New
77
Increased
306
Reduced
210
Closed
60
Calls
$281K
Puts
$1.06M
Net Calls
-$778K
Net Calls Change
+$8.55M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.19B 75,775,075 +4,252,343 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.85B 17,109,296 -1,350,170 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.13B 10,436,626 +1,017,277 +11%
Charles Schwab
4
Charles Schwab
California
$897M 8,290,951 +152,386 +2%
Ameriprise
5
Ameriprise
Minnesota
$846M 7,830,288 +546,160 +7%
Morgan Stanley
6
Morgan Stanley
New York
$623M 5,761,863 +210,475 +4%
Wells Fargo
7
Wells Fargo
California
$508M 4,701,946 -1,284,583 -21%
LPL Financial
8
LPL Financial
California
$372M 3,442,149 +8,418 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$341M 3,149,431 +196,495 +7%
Stifel Financial
10
Stifel Financial
Missouri
$304M 2,810,966 -29,358 -1%
BlackRock
11
BlackRock
New York
$290M 2,684,005 +700,740 +35%
UCFA
12
United Capital Financial Advisors
Texas
$266M 2,455,996 +957 +0%
Truist Financial
13
Truist Financial
North Carolina
$215M 1,989,728 +220,391 +12%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$203M 1,723,680 +98 +0%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$172M 1,594,200
UBS Group
16
UBS Group
Switzerland
$159M 1,473,436 -157,258 -10%
AssetMark Inc
17
AssetMark Inc
California
$152M 1,406,089 -158,708 -10%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$152M 1,401,020
1CP
19
1607 Capital Partners
Virginia
$149M 1,378,760 +116,920 +9%
RJA
20
Raymond James & Associates
Florida
$145M 1,345,106 +182,549 +16%
CSIA
21
Charles Schwab Investment Advisory
California
$145M 1,342,520 -8,805 -0.7%
GPC
22
Garrison Point Capital
California
$142M 1,310,000 +100,000 +8%
AA
23
AlphaCentric Advisors
Puerto Rico
$142M 1,310,000 +100,000 +8%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$117M 1,082,752 +321,330 +42%
HW
25
Hancock Whitney
Mississippi
$105M 974,894 -58,261 -6%