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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 %
NA
251
NewEdge Advisors
Louisiana
$1.86M -$7.26M -65,545 -80%
CAG
252
Csenge Advisory Group
Florida
$1.84M +$1.07M +9,636 +139%
Koshinski Asset Management
253
Koshinski Asset Management
Illinois
$1.83M +$506K +4,571 +38%
NFG
254
Next Financial Group
Texas
$1.82M -$776K -7,010 -30%
LNC
255
Lincoln National Corp
Pennsylvania
$1.81M +$21.4K +193 +1%
EWM
256
Edge Wealth Management
New York
$1.74M +$1.68M +15,135 +2,557%
RJT
257
Raymond James Trust
Florida
$1.73M -$26.6K -240 -2%
DIM
258
Delta Investment Management
California
$1.72M +$1.72M +15,578 New
KWA
259
KCS Wealth Advisory
California
$1.72M +$1.72M +15,550 New
FNC
260
First National Corp
Massachusetts
$1.72M +$1.72M +15,525 New
OIA
261
OneDigital Investment Advisors
Kansas
$1.67M +$2.99K +27 +0.2%
AFA
262
American Financial Advisors
Georgia
$1.66M +$131K +1,186 +9%
SFP
263
Shepherd Financial Partners
Massachusetts
$1.63M -$6.26M -56,566 -79%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$1.61M +$314K +2,835 +24%
MNG
265
Manning & Napier Group
New York
$1.6M -$1.01M – –
CAAS
266
Capital Asset Advisory Services
Michigan
$1.54M -$1.09M -9,857 -41%
BWL
267
Bogart Wealth LLC
Virginia
$1.52M +$11K +99 +0.7%
DAS
268
Dynamic Advisor Solutions
Arizona
$1.51M +$450K +4,067 +43%
GPA
269
Guidance Point Advisors
Massachusetts
$1.49M +$604K +5,457 +69%
Mariner
270
Mariner
Kansas
$1.47M -$862K -7,791 -37%
QA
271
Quantitative Advantage
Minnesota
$1.38M -$86.3K -780 -6%
RHBC
272
R.H. Bluestein & Co
Michigan
$1.36M +$254K +2,295 +23%
MIAN
273
Mariner Independent Advisor Network
Kansas
$1.36M -$1.23M -11,131 -48%
MFG
274
MidWestOne Financial Group
Iowa
$1.35M +$209K +1,892 +18%
DBT
275
Dubuque Bank & Trust
Iowa
$1.33M +$943K +8,521 +245%
9 10
11
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