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iShares MBS ETF
MBB

Overview Fund Activity

572 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+29
Holders Change %
+5.34%
% of All Funds
11.57%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
83
Increased
269
Reduced
153
Closed
50
Calls
$4.31M
Puts
$114M
Net Calls
-$110M
Net Calls Change
-$97.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$581M
2
Charles Schwab
Charles Schwab
California
+$280M
3
Ameriprise
Ameriprise
Minnesota
+$105M
4
CIA
Capital Investment Advisors
Georgia
+$64.8M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$49.9M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$145M
2
BlackRock
BlackRock
New York
-$140M
3
HCM
Hilton Capital Management
New York
-$95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$91.9M
5
ERSOT
Employees Retirement System of Texas
Texas
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGI
226
Cougar Global Investments
Ontario, Canada
$2.89M +$160K +1,446 +6%
AIM
227
Acropolis Investment Management
Missouri
$2.87M -$184K -1,663 -6%
IA
228
IndexIQ Advisors
New York
$2.85M -$59M -534,790 -95%
MCIA
229
Mountain Capital Investment Advisors
Colorado
$2.85M -$8.89M -80,573 -76%
RWA
230
Redhawk Wealth Advisors
Minnesota
$2.83M +$308K +2,790 +12%
PAS
231
Park Avenue Securities
New York
$2.68M +$327K +2,963 +14%
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$2.66M +$2.52M +22,818 +1,737%
RAM
233
Riggs Asset Management
Pennsylvania
$2.66M +$656K +5,958 +33%
MNG
234
Manning & Napier Group
New York
$2.63M -$1.6M – –
KWA
235
KCS Wealth Advisory
California
$2.61M +$896K +8,114 +52%
BOTW
236
Bank of the West
California
$2.61M +$156K +1,411 +6%
KAS
237
Kestra Advisory Services
Texas
$2.58M +$2.58M +23,322 New
BL
238
BFSG LLC
California
$2.49M +$2.49M +22,505 New
CFGS
239
Concourse Financial Group Securities
Alabama
$2.46M +$1.24M +11,191 +101%
TPWA
240
TRUE Private Wealth Advisors
Oregon
$2.44M +$166K +1,502 +7%
OAM
241
Oppenheimer Asset Management
New York
$2.44M -$78.8K -714 -3%
WQ
242
Wealth Quarterback
New Jersey
$2.44M – – –
5L
243
55I LLC
Massachusetts
$2.43M +$574K +5,195 +31%
SFM
244
Signet Financial Management
New Jersey
$2.4M +$140K +1,271 +6%
SIA
245
Strategic Investment Advisors
Michigan
$2.35M +$174K +1,577 +8%
DIM
246
Delta Investment Management
California
$2.34M +$619K +5,608 +36%
WI
247
WrapManager Inc
California
$2.27M +$265K +2,399 +13%
CC
248
Cedar Capital
Illinois
$2.22M +$117K +1,060 +6%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$2.2M +$1.97M +17,867 +872%
SCA
250
Snowden Capital Advisors
New York
$2.19M -$336K -3,046 -13%
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