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iShares MBS ETF

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.51B 66,760,810 -3,176,508 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.46B 25,238,664 -281,090 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.07B 10,937,669 -174,848 -2%
Ameriprise
4
Ameriprise
Minnesota
$921M 9,419,942 +1,133,637 +14%
Morgan Stanley
5
Morgan Stanley
New York
$533M 5,471,225 +239,097 +5%
CSIA
6
Charles Schwab Investment Advisory
California
$447M 4,584,561 +1,792,833 +64%
Charles Schwab
7
Charles Schwab
California
$406M 4,160,256 -4,492,257 -52%
LPL Financial
8
LPL Financial
California
$316M 3,246,459 -84,396 -3%
US Bancorp
9
US Bancorp
Minnesota
$282M 2,893,109 +2,682,409 +1,273%
RBA
10
Richard Bernstein Advisors
New York
$272M 2,786,549 +2,786,549 New
Truist Financial
11
Truist Financial
North Carolina
$265M 2,718,556 +208,139 +8%
Stifel Financial
12
Stifel Financial
Missouri
$253M 2,591,154 +50,850 +2%
Jane Street
13
Jane Street
New York
$221M 2,262,555 +2,262,555 New
UCFA
14
United Capital Financial Advisors
Texas
$220M 2,257,137 -147,665 -6%
Wells Fargo
15
Wells Fargo
California
$215M 2,204,835 -362,786 -14%
TF
16
TIAA FSB
Florida
$204M 2,088,195 -37,573 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$199M 2,041,659 +5,541 +0.3%
BTI
18
Blue Trust Inc
Georgia
$194M 1,905,734 +1,905,734 New
BlackRock
19
BlackRock
New York
$192M 1,972,921 -221,810 -10%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$163M 1,675,220 +109,398 +7%
AF
21
Allworth Financial
California
$139M 1,421,535 +61,733 +5%
UBS Group
22
UBS Group
Switzerland
$124M 1,273,787 -45,162 -3%
BA
23
Bridgewater Associates
Connecticut
$117M 1,203,800 +559,700 +87%
HW
24
Hancock Whitney
Mississippi
$98.8M 1,013,043 +62,831 +7%
PI
25
PFS Investments
Georgia
$97.9M 1,004,133 +84,684 +9%