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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 %
QCMNJ
301
Quantum Capital Management (New Jersey)
New Jersey
$1.2M -$16.1K -146 -1%
ACS
302
Archford Capital Strategies
Illinois
$1.17M +$217K +1,964 +23%
WCM
303
Wealthcare Capital Management
Virginia
$1.16M +$192K +1,742 +20%
FF
304
Friedenthal Financial
New Jersey
$1.13M +$425K +3,849 +61%
DIA
305
Dana Investment Advisors
Wisconsin
$1.12M +$1.12M +10,158 New
JCM
306
Jacobi Capital Management
Pennsylvania
$1.12M +$48.7K +441 +5%
SPC
307
Sigma Planning Corp
Michigan
$1.11M -$1.77K -16 -0.2%
CWM
308
Cornerstone Wealth Management
Missouri
$1.1M +$69.3K +628 +7%
CP
309
Camelot Portfolios
Ohio
$1.08M +$101K +912 +10%
HFS
310
Haverford Financial Services
Pennsylvania
$1.07M +$11.4K +103 +1%
VFA
311
Values First Advisors
Tennessee
$1.05M +$25.3K +229 +2%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$1.02M -$12.8M -116,397 -93%
ACG
313
Allen Capital Group
Nebraska
$1.02M +$504K +4,576 +98%
UB
314
UMB Bank
Missouri
$1.01M – – –
HighTower Advisors
315
HighTower Advisors
Illinois
$1.01M -$123K -1,110 -11%
CAM
316
Concorde Asset Management
Michigan
$1.01M -$80.4K -728 -7%
LTI
317
Laffer Tengler Investments
Tennessee
$1.01M +$703K +6,370 +231%
1WA
318
180 Wealth Advisors
Washington
$1.01M +$27.6K +251 +3%
CC
319
Cypress Capital
Tennessee
$964K -$16.4K -149 -2%
DADC
320
D.A. Davidson & Co
Montana
$959K -$4.97K -45 -0.5%
FA
321
FC Advisory
Pennsylvania
$954K +$3.42K +31 +0.4%
FWP
322
FAS Wealth Partners
Kansas
$946K +$425K +3,855 +82%
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$923K +$923K +8,369 New
AA
324
Alesco Advisors
New York
$917K +$22.1K +200 +2%
ATPW
325
Ashton Thomas Private Wealth
Arizona
$914K -$154K -1,393 -14%
11 12
13
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