MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

543 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2020 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 208 increasing their positions, 194 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
11.16%
Holding in Top 10
60
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.09%
% of All Funds
1.23%
New
82
Increased
208
Reduced
194
Closed
74
Calls
$278M
Puts
$290M
Net Calls
-$12.4M
Net Calls Change
-$9.98M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$627M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$145M
3
HCM
3
Hilton Capital Management
New York
$99.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$65.1M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$841M

Top Sellers

1
BlackRock
1
BlackRock
New York
$330M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$531M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
NP
4
NorthRock Partners
Minnesota
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$824M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Frontier Wealth Management
Missouri
$2.4M +$2.4M +21,718 New
CRWM
227
Castle Rock Wealth Management
California
$2.39M -$405K -3,655 -14%
CAN
228
Cetera Advisor Networks
California
$2.39M -$2.35M -21,217 -50%
PAS
229
Park Avenue Securities
New York
$2.36M +$2.36M +21,277 New
FAIM
230
Financial Advocates Investment Management
Washington
$2.35M +$1.36M +21,821 +137%
TPWA
231
TRUE Private Wealth Advisors
Oregon
$2.28M -$1.01M -9,163 -31%
SFM
232
Signet Financial Management
New Jersey
$2.27M +$35.7K +322 +2%
AAM
233
Autus Asset Management
Arizona
$2.27M +$872K +7,870 +62%
State Street
234
State Street
Massachusetts
$2.24M -$856K -7,730 -28%
TSA
235
Tri-Star Advisors
Texas
$2.19M +$2.19M +19,826 New
SIA
236
Strategic Investment Advisors
Michigan
$2.18M +$247K +2,234 +13%
KWM
237
Kingsview Wealth Management
Oregon
$2.14M +$80.4K +726 +4%
CC
238
Cedar Capital
Illinois
$2.11M +$126K +1,142 +6%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$2.1M -$496K -4,477 -19%
WI
240
WrapManager Inc
California
$2.01M +$1.1M +9,896 +119%
RAM
241
Riggs Asset Management
Pennsylvania
$2.01M +$1.93M +17,416 +2,289%
Goldman Sachs
242
Goldman Sachs
New York
$2M +$637K +5,757 +47%
FNBT
243
FineMark National Bank & Trust
Florida
$1.99M +$155K +1,400 +8%
SAS
244
Sage Advisory Services
Texas
$1.96M -$1.86M -16,832 -49%
RA
245
Rational Advisors
New York
$1.95M +$436K +3,937 +29%
CCA
246
Cobblestone Capital Advisors
New York
$1.9M +$16.9K +153 +0.9%
FC
247
FCA Corp
Texas
$1.88M +$40.3K +364 +2%
MA
248
Mutual Advisors
Nebraska
$1.88M +$955K +8,628 +103%
SIA
249
Soltis Investment Advisors
Utah
$1.87M +$1.87M +16,929 New
5L
250
55I LLC
Massachusetts
$1.86M +$200K +1,808 +12%
8 9
10
11 12