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iShares MBS ETF

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.07B 66,257,806 -503,004 -0.8%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.94B 21,153,048 -4,085,616 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.01B 11,073,399 +135,730 +1%
Ameriprise
4
Ameriprise
Minnesota
$910M 9,931,872 +511,930 +5%
Morgan Stanley
5
Morgan Stanley
New York
$506M 5,528,664 +57,439 +1%
Charles Schwab
6
Charles Schwab
California
$388M 4,234,072 +73,816 +2%
CSIA
7
Charles Schwab Investment Advisory
California
$371M 4,048,252 -536,309 -12%
Jane Street
8
Jane Street
New York
$352M 3,839,089 +1,576,534 +70%
LPL Financial
9
LPL Financial
California
$313M 3,415,699 +169,240 +5%
Truist Financial
10
Truist Financial
North Carolina
$295M 3,217,497 +498,941 +18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$280M 3,054,651 +1,012,992 +50%
RBA
12
Richard Bernstein Advisors
New York
$258M 2,816,153 +29,604 +1%
Stifel Financial
13
Stifel Financial
Missouri
$234M 2,557,300 -33,854 -1%
TF
14
TIAA FSB
Florida
$213M 2,325,545 +237,350 +11%
AF
15
Allworth Financial
California
$204M 2,228,642 +807,107 +57%
Wells Fargo
16
Wells Fargo
California
$201M 2,191,787 -13,048 -0.6%
UCFA
17
United Capital Financial Advisors
Texas
$200M 2,187,135 -70,002 -3%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$173M 1,892,107 +216,887 +13%
BlackRock
19
BlackRock
New York
$137M 1,495,948 -476,973 -24%
BTI
20
Blue Trust Inc
Georgia
$127M 1,301,575 -604,159 -32%
BA
21
Bridgewater Associates
Connecticut
$120M 1,307,000 +103,200 +9%
UBS Group
22
UBS Group
Switzerland
$111M 1,216,725 -57,062 -4%
HW
23
Hancock Whitney
Mississippi
$103M 1,129,183 +116,140 +11%
CW
24
Connectus Wealth
Ohio
$95.9M 1,046,674 +235,078 +29%
Asset Management One
25
Asset Management One
Japan
$80.4M 877,448 -43,486 -5%