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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 %
KPWS
276
Kestra Private Wealth Services
Texas
$1.57M +$1.57M +14,183 New
RHBC
277
R.H. Bluestein & Co
Michigan
$1.53M +$172K +1,555 +13%
WCM
278
Wunderlich Capital Managemnt
Tennessee
$1.51M +$836K +7,568 +124%
OIA
279
OneDigital Investment Advisors
Kansas
$1.51M -$158K -1,432 -10%
BWL
280
Bogart Wealth LLC
Virginia
$1.51M -$11K -100 -0.7%
IWM
281
IHT Wealth Management
Illinois
$1.5M +$660K +5,980 +79%
GPA
282
Guidance Point Advisors
Massachusetts
$1.49M +$7.29K +66 +0.5%
Mariner
283
Mariner
Kansas
$1.46M -$10K -91 -0.7%
SFP
284
Shepherd Financial Partners
Massachusetts
$1.44M -$178K -1,615 -11%
QA
285
Quantitative Advantage
Minnesota
$1.44M +$65.5K +593 +5%
WCA
286
Westover Capital Advisors
Delaware
$1.4M +$1.4M +12,721 New
DBT
287
Dubuque Bank & Trust
Iowa
$1.39M +$66.9K +606 +5%
PG
288
Patten Group
Tennessee
$1.38M +$131K +1,190 +11%
AWM
289
Atticus Wealth Management
Florida
$1.38M +$244K +2,206 +22%
TD Asset Management
290
TD Asset Management
Ontario, Canada
$1.33M +$1.33M +12,000 New
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$1.32M +$442 +4 +0%
CRWM
292
Castle Rock Wealth Management
California
$1.31M -$1.08M -9,758 -45%
SPIA
293
Steward Partners Investment Advisory
New York
$1.3M +$26K +235 +2%
MA
294
MUFG Americas
New York
$1.3M +$233K +2,108 +22%
LWM
295
Laidlaw Wealth Management
New York
$1.27M -$19.2K -174 -1%
RWMH
296
Riverpoint Wealth Management Holdings
Illinois
$1.27M -$13K -118 -1%
JWCA
297
J.W. Cole Advisors
Florida
$1.24M +$62.8K +569 +5%
William Blair & Company
298
William Blair & Company
Illinois
$1.24M +$674K +6,106 +120%
FNBOSM
299
First National Bank of South Miami
Florida
$1.22M -$772 -7 -0.1%
Comerica Bank
300
Comerica Bank
Texas
$1.2M +$271K +2,458 +29%
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