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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
Ameriprise
Minnesota
$627M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$145M
3
HCM
Hilton Capital Management
New York
$99.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$65.1M
5
Fisher Asset Management
Fisher Asset Management
Washington
$841M

Top Sellers

1
BlackRock
BlackRock
New York
$330M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$531M
3
Principal Financial Group
Principal Financial Group
Iowa
$0
4
NP
NorthRock Partners
Minnesota
$4.66M
5
Wells Fargo
Wells Fargo
California
$824M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
301
Values First Advisors
Tennessee
$1.03M +$6.2K +56 +0.6%
AWS
302
AJ Wealth Strategies
New York
$1.02M +$207K +1,866 +25%
UB
303
UMB Bank
Missouri
$1.01M – – –
Citadel Advisors
304
Citadel Advisors
Florida
$998K -$18M -162,673 -95%
CC
305
Cypress Capital
Tennessee
$986K +$986K +8,905 New
CP
306
Camelot Portfolios
Ohio
$985K -$208K -1,875 -17%
1WA
307
180 Wealth Advisors
Washington
$982K +$30.6K +277 +3%
CAN
308
Claraphi Advisory Network
United States
$979K -$4.45M -40,183 -82%
WCM
309
Wealthcare Capital Management
Virginia
$968K +$430K +3,884 +80%
DADC
310
D.A. Davidson & Co
Montana
$967K -$53.1K -480 -5%
FA
311
FC Advisory
Pennsylvania
$953K +$5.65K +51 +0.6%
ACS
312
Archford Capital Strategies
Illinois
$952K +$952K +8,599 New
Comerica Bank
313
Comerica Bank
Texas
$933K +$149K +1,342 +19%
AA
314
Alesco Advisors
New York
$897K +$18.8K +170 +2%
RPWA
315
Regent Peak Wealth Advisors
Georgia
$886K -$176K -1,589 -17%
CWM
316
Cahaba Wealth Management
Georgia
$869K -$352K -3,176 -29%
LFAS
317
Level Four Advisory Services
Texas
$859K +$166K +1,498 +24%
IWM
318
IHT Wealth Management
Illinois
$841K -$750K -6,770 -47%
GFPC
319
Global Financial Private Client
Florida
$828K +$299K +2,703 +56%
AGA
320
Arkos Global Advisors
Texas
$790K -$474K -4,283 -38%
IWA
321
Independence Wealth Advisors
Virginia
$784K -$4.05M -36,543 -84%
MAM
322
Meeder Asset Management
Ohio
$759K +$73.6K +665 +11%
DE
323
Day & Ennis
Georgia
$742K -$1.26M -11,337 -63%
EW
324
Evoke Wealth
California
$738K +$738K +6,664 New
ACM
325
Advisors Capital Management
New Jersey
$710K -$17.4K -157 -2%
11 12
13
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