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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 %
FF
326
Friedenthal Financial
New Jersey
$704K +$704K +6,358 New
JWCA
327
J.W. Coons Advisors
Ohio
$703K -$6.08K -55 -0.9%
WCM
328
Wunderlich Capital Managemnt
Tennessee
$673K +$45.7K +413 +7%
CCM
329
Covington Capital Management
California
$670K -$3.1K -28 -0.5%
WWM
330
Western Wealth Management
Colorado
$665K -$76.5K -691 -10%
HB
331
Homrich & Berg
Georgia
$662K +$662K +5,983 New
APA
332
American Portfolios Advisors
New York
$656K +$529K +4,779 +416%
SW
333
SVB Wealth
Massachusetts
$644K +$643K +5,809 +52,809%
WS
334
Wedbush Securities
California
$638K -$149K -1,350 -19%
CWM
335
Chesapeake Wealth Management
Virginia
$633K +$5.32K +48 +0.8%
OC
336
Oppenheimer & Co
New York
$632K +$161K +1,456 +34%
WWM
337
WT Wealth Management
Arizona
$602K -$19.9K -180 -3%
AWA
338
Arete Wealth Advisors
Illinois
$588K -$2.34M -21,137 -80%
FI
339
FormulaFolio Investments
Michigan
$565K +$11.5K +104 +2%
BIA
340
Bigelow Investment Advisors
Maine
$565K +$246K +2,225 +77%
William Blair & Company
341
William Blair & Company
Illinois
$563K +$215K +1,937 +62%
IP
342
Intellectus Partners
California
$547K -$111 -1 -0%
Simplex Trading
343
Simplex Trading
Illinois
$545K +$545K +4,932 New
PPP
344
Private Portfolio Partners
New Jersey
$540K -$931K -8,421 -63%
FIM
345
Freedom Investment Management
Connecticut
$539K +$114K +1,033 +27%
WP
346
WealthSource Partners
California
$536K -$15.2M -137,600 -97%
FWP
347
FAS Wealth Partners
Kansas
$522K +$188K +1,699 +56%
ACG
348
Allen Capital Group
Nebraska
$518K +$246K +2,218 +90%
CFG
349
Cooper Financial Group
California
$517K +$123K +1,107 +31%
VCA
350
Verdence Capital Advisors
Maryland
$483K +$3.87K +35 +0.8%
12 13
14
15 16