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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 %
Lido Advisors
326
Lido Advisors
California
$908K -$4.09M -37,022 -82%
CWM
327
Cahaba Wealth Management
Georgia
$868K +$1.77K +16 +0.2%
NFG
328
Next Financial Group
Texas
$863K -$953K -8,637 -52%
MAM
329
Meeder Asset Management
Ohio
$858K +$101K +919 +13%
FAG
330
Financial Advisory Group
Texas
$845K -$221K -2,000 -21%
OC
331
Oppenheimer & Co
New York
$844K +$214K +1,937 +34%
CAG
332
Csenge Advisory Group
Florida
$838K -$990K -8,981 -54%
RPWA
333
Regent Peak Wealth Advisors
Georgia
$810K -$73.7K -668 -8%
GFPC
334
Global Financial Private Client
Florida
$804K -$21.5K -195 -3%
AWS
335
AJ Wealth Strategies
New York
$792K -$227K -2,058 -22%
CAN
336
Claraphi Advisory Network
United States
$769K -$207K -1,878 -21%
JWCA
337
J.W. Coons Advisors
Ohio
$769K +$67.1K +608 +10%
ACP
338
Aveo Capital Partners
Colorado
$763K +$763K +6,910 New
AF
339
Allworth Financial
California
$755K -$342K -3,101 -31%
CAM
340
Cresset Asset Management
Illinois
$753K +$753K +6,825 New
EW
341
Evoke Wealth
California
$736K – – –
SW
342
SVB Wealth
Massachusetts
$717K +$74.7K +677 +12%
PPP
343
Private Portfolio Partners
New Jersey
$716K +$177K +1,606 +33%
BIA
344
Bigelow Investment Advisors
Maine
$704K +$141K +1,280 +25%
AGA
345
Arkos Global Advisors
Texas
$702K -$85.9K -778 -11%
ERIM
346
Eagle Ridge Investment Management
Connecticut
$699K -$3.28M -29,732 -82%
HB
347
Homrich & Berg
Georgia
$692K +$31.7K +287 +5%
SFS
348
Sowell Financial Services
Arkansas
$680K -$370K -3,347 -35%
WS
349
Wedbush Securities
California
$664K +$27.8K +252 +4%
CCM
350
Covington Capital Management
California
$660K -$8.29K -75 -1%
12 13
14
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