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iShares MBS ETF

710 hedge funds and large institutions have $20.6B invested in iShares MBS ETF in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 324 reducing their positions, and 85 closing their positions.

Holders
710
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
11.24%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
84
Increased
213
Reduced
324
Closed
85
Calls
$167M
Puts
$13.9M
Net Calls
+$153M
Net Calls Change
+$154M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.12B 69,937,318 -7,695,551 -10%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.6B 25,519,754 +7,700,196 +43%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.13B 11,112,517 +505,212 +5%
Charles Schwab
4
Charles Schwab
California
$881M 8,652,513 +158,816 +2%
Ameriprise
5
Ameriprise
Minnesota
$844M 8,286,305 +369,041 +5%
Morgan Stanley
6
Morgan Stanley
New York
$533M 5,232,128 -564,302 -10%
LPL Financial
7
LPL Financial
California
$339M 3,330,855 -148,562 -4%
CSIA
8
Charles Schwab Investment Advisory
California
$284M 2,791,728 +618,845 +28%
Wells Fargo
9
Wells Fargo
California
$262M 2,567,621 -2,000,867 -44%
Stifel Financial
10
Stifel Financial
Missouri
$259M 2,540,304 +162,382 +7%
Truist Financial
11
Truist Financial
North Carolina
$256M 2,510,417 +565,621 +29%
UCFA
12
United Capital Financial Advisors
Texas
$245M 2,404,802 -101,134 -4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$230M 2,160,009 +483,007 +29%
BlackRock
14
BlackRock
New York
$224M 2,194,731 -513,295 -19%
TF
15
TIAA FSB
Florida
$216M 2,125,768 +252,640 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$207M 2,036,118 -769,912 -27%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$160M 1,565,822 +15,399 +1%
AF
18
Allworth Financial
California
$139M 1,359,802 +1,136,144 +508%
RJA
19
Raymond James & Associates
Florida
$135M 1,330,041 -16,286 -1%
UBS Group
20
UBS Group
Switzerland
$134M 1,318,949 -43,770 -3%
HW
21
Hancock Whitney
Mississippi
$96.8M 950,212 +33,356 +4%
PI
22
PFS Investments
Georgia
$93.7M 919,449 +381,283 +71%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$87.9M 862,659 +3,922 +0.5%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$87.3M 856,882 -463,990 -35%
Osaic Holdings
25
Osaic Holdings
Arizona
$85.7M 920,275 -8,339 -0.9%