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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 %
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$1.32M +$664 +6 +0.1%
BAM
277
Belpointe Asset Management
Nevada
$1.3M +$374K +3,381 +40%
LWM
278
Laidlaw Wealth Management
New York
$1.29M -$18.5K -167 -1%
RWMH
279
Riverpoint Wealth Management Holdings
Illinois
$1.28M +$28K +253 +2%
SPIA
280
Steward Partners Investment Advisory
New York
$1.27M -$1.68M -15,134 -57%
PG
281
Patten Group
Tennessee
$1.25M +$104K +941 +9%
AA
282
AlphaMark Advisors
Kentucky
$1.25M +$1.09M +9,803 +653%
Allianz Asset Management
283
Allianz Asset Management
Germany
$1.25M -$33.9K -306 -3%
RIA
284
Regal Investment Advisors
Michigan
$1.23M +$1.23M +11,147 New
CFGS
285
Concourse Financial Group Securities
Alabama
$1.23M -$3.3M -29,801 -73%
FNBOSM
286
First National Bank of South Miami
Florida
$1.22M +$382K +3,452 +46%
QCMNJ
287
Quantum Capital Management (New Jersey)
New Jersey
$1.22M -$13.7K -124 -1%
JWCA
288
J.W. Cole Advisors
Florida
$1.19M +$1.19M +10,704 New
HighTower Advisors
289
HighTower Advisors
Illinois
$1.14M -$724K -6,518 -39%
AWM
290
Atticus Wealth Management
Florida
$1.14M +$1.14M +10,249 New
SPC
291
Sigma Planning Corp
Michigan
$1.12M -$160K -1,444 -13%
AF
292
Allworth Financial
California
$1.1M +$914K +8,257 +491%
CAM
293
Concorde Asset Management
Michigan
$1.09M -$2.03M -18,300 -65%
JCM
294
Jacobi Capital Management
Pennsylvania
$1.07M +$25.5K +230 +2%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$1.07M +$551K +4,976 +106%
FAG
296
Financial Advisory Group
Texas
$1.07M – – –
HFS
297
Haverford Financial Services
Pennsylvania
$1.06M +$116K +1,049 +12%
SFS
298
Sowell Financial Services
Arkansas
$1.05M -$1.06M -9,595 -50%
BNP Paribas Financial Markets
299
BNP Paribas Financial Markets
France
$1.05M +$126K +1,135 +14%
CWM
300
Cornerstone Wealth Management
Missouri
$1.03M -$256K -2,311 -20%
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