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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$474K -$2.22M -20,036 -82%
PPA
352
Parametric Portfolio Associates
Washington
$471K -$3.76K -34 -0.8%
NDSI
353
Newman Dignan & Sheerar Inc
Rhode Island
$468K +$1.99K +18 +0.4%
FAT
354
First American Trust
California
$466K +$94K +850 +25%
DCM
355
Donaldson Capital Management
Indiana
$462K – – –
KC
356
Knuff & Co
California
$457K +$457K +4,125 New
SP
357
Successful Portfolios
Florida
$455K +$24.7K +223 +6%
OWA
358
Outlook Wealth Advisors
Texas
$445K -$13.2K -119 -3%
PCIA
359
Prime Capital Investment Advisors
Kansas
$444K -$93K -839 -17%
ECA
360
Elevated Capital Advisors
Utah
$436K +$436K +3,941 New
CA
361
Capital Advantage
California
$434K – – –
GM
362
GeoWealth Management
Illinois
$433K -$59.8K -539 -12%
B
363
Barings
North Carolina
$431K – – –
RTS
364
Round Table Services
New Jersey
$431K +$53.3K +481 +14%
HR
365
Hayden Royal
North Carolina
$429K -$63.1K -570 -13%
SI
366
Stephens Inc
Arkansas
$423K -$280K -2,528 -40%
WAS
367
Wealth Advisory Solutions
Indiana
$423K -$11.4K -103 -3%
CIA
368
Capital Investment Advisors
Georgia
$416K -$591K -5,334 -59%
MCP
369
Mirador Capital Partners
California
$412K +$15.7K +142 +4%
HS
370
Horan Securities
United States
$411K -$135K -1,217 -25%
FNT
371
First National Trust
Pennsylvania
$411K -$65.1K -588 -14%
CCG
372
Cypress Capital Group
Florida
$406K -$19.3K -175 -5%
BF
373
Blankinship & Foster
California
$404K -$10.1K -91 -2%
FHA
374
Flagship Harbor Advisors
Massachusetts
$400K +$236K +2,134 +144%
WA
375
Winfield Associates
Ohio
$392K +$111K +1,000 +39%
13 14
15
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