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iShares MBS ETF
MBB

Overview Fund Activity

537 hedge funds and large institutions have $18.4B invested in iShares MBS ETF in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+26
Holders Change %
+5.09%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
1.21%
New
95
Increased
170
Reduced
220
Closed
58
Calls
$3.02M
Puts
$5.47M
Net Calls
-$2.45M
Net Calls Change
-$1.45M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.15B
2
Jane Street
Jane Street
New York
+$171M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$68M
4
Morgan Stanley
Morgan Stanley
New York
+$56.8M
5
Ameriprise
Ameriprise
Minnesota
+$50.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.05B
2
Barclays
Barclays
United Kingdom
-$605M
3
Bank of America
Bank of America
North Carolina
-$487M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$210M
5
CIM
Centersquare Investment Management
Pennsylvania
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
351
Oppenheimer & Co
New York
$470K +$229K +2,069 +95%
NDSI
352
Newman Dignan & Sheerar Inc
Rhode Island
$464K +$418K +3,795 +906%
DCM
353
Donaldson Capital Management
Indiana
$461K – – –
OWA
354
Outlook Wealth Advisors
Texas
$457K +$457K +4,139 New
SW
355
SkyOak Wealth
Michigan
$454K +$454K +4,110 New
CCA
356
Catalyst Capital Advisors
New York
$447K -$200K -1,810 -31%
FCA
357
FinTrust Capital Advisors
South Carolina
$442K -$120K -1,083 -21%
WAS
358
Wealth Advisory Solutions
Indiana
$434K -$46K -416 -10%
CA
359
Capital Advantage
California
$432K – – –
B
360
Barings
North Carolina
$431K +$55.3K +500 +15%
SP
361
Successful Portfolios
Florida
$429K +$145K +1,315 +51%
IFG
362
Investors Financial Group
Minnesota
$428K -$3.21K -29 -0.7%
LTI
363
Laffer Tengler Investments
Tennessee
$428K -$6.96K -63 -2%
PCG
364
Private Capital Group
Connecticut
$426K -$162K -1,469 -28%
CCG
365
Cypress Capital Group
Florida
$425K -$14.9K -135 -3%
FIM
366
Freedom Investment Management
Connecticut
$417K +$652 +6 +0.2%
BF
367
Blankinship & Foster
California
$413K -$40.1K -363 -9%
FCA
368
FLC Capital Advisors
California
$412K +$412K +3,737 New
M&T Bank
369
M&T Bank
New York
$407K +$407K +3,689 New
MCP
370
Mirador Capital Partners
California
$397K +$397K +3,579 New
CFG
371
Cooper Financial Group
California
$394K +$12.7K +115 +3%
CG
372
Colony Group
Massachusetts
$386K +$96.9K +877 +34%
DBT
373
Dubuque Bank & Trust
Iowa
$385K – – –
KA
374
Kovack Advisors
Florida
$380K +$122K +1,109 +48%
OWP
375
Obermeyer Wealth Partners
Colorado
$376K – – –
13 14
15
16 17