MBB icon

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 %
CAN
251
Cetera Advisor Networks
California
$2.14M -$239K -2,164 -10%
FNBT
252
FineMark National Bank & Trust
Florida
$2.13M +$144K +1,308 +7%
SAS
253
Sage Advisory Services
Texas
$2.08M +$126K +1,145 +6%
BHWM
254
Bar Harbor Wealth Management
New Hampshire
$2.03M -$73.2K -663 -3%
PWA
255
Physician Wealth Advisors
Utah
$2.02M +$2.02M +18,312 New
CCA
256
Cobblestone Capital Advisors
New York
$2M +$107K +969 +6%
MFG
257
MidWestOne Financial Group
Iowa
$1.99M +$636K +5,763 +47%
C1AG
258
Client 1st Advisory Group
Florida
$1.98M +$1.98M +18,028 New
LNC
259
Lincoln National Corp
Pennsylvania
$1.98M +$171K +1,548 +9%
TGAM
260
TBH Global Asset Management
Tennessee
$1.96M +$1.96M +17,704 New
FWM
261
Frontier Wealth Management
Missouri
$1.94M -$457K -4,137 -19%
NA
262
NewEdge Advisors
Louisiana
$1.94M +$88.1K +798 +5%
FC
263
FCA Corp
Texas
$1.94M +$59.6K +540 +3%
IA
264
IFP Advisors
Florida
$1.91M -$2.72M -24,660 -59%
RJT
265
Raymond James Trust
Florida
$1.86M +$131K +1,182 +8%
BAM
266
Belpointe Asset Management
Nevada
$1.83M +$532K +4,819 +41%
MIAN
267
Mariner Independent Advisor Network
Kansas
$1.76M +$402K +3,646 +30%
AA
268
AlphaMark Advisors
Kentucky
$1.76M +$508K +4,603 +41%
AFA
269
American Financial Advisors
Georgia
$1.73M +$72.3K +655 +4%
T
270
TRUADVICE
Florida
$1.72M +$1.72M +15,636 New
DAS
271
Dynamic Advisor Solutions
Arizona
$1.7M +$200K +1,816 +13%
MA
272
Mutual Advisors
Nebraska
$1.68M -$197K -1,786 -11%
TCA
273
Transcend Capital Advisors
New Jersey
$1.68M +$1.68M +15,179 New
BCM
274
Boltwood Capital Management
California
$1.64M +$1.64M +14,845 New
NSB
275
Norway Savings Bank
Maine
$1.62M +$1.49M +13,496 +1,144%
9 10
11
12 13