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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 %
WWM
351
Western Wealth Management
Colorado
$657K -$7.07K -64 -1%
FIM
352
Freedom Investment Management
Connecticut
$645K +$108K +976 +20%
ACM
353
Advisors Capital Management
New Jersey
$620K -$88.6K -802 -12%
CWM
354
Chesapeake Wealth Management
Virginia
$612K -$18.8K -170 -3%
FEM
355
Fulcrum Equity Management
Texas
$593K +$593K +5,370 New
WWM
356
WT Wealth Management
Arizona
$591K -$8.93K -81 -1%
BAM
357
BTS Asset Management
Massachusetts
$591K +$361K +3,276 +158%
VCA
358
Verdence Capital Advisors
Maryland
$584K +$103K +930 +21%
DLHL
359
Donald L. Hagan LLC
Florida
$582K +$273K +2,471 +88%
Creative Planning
360
Creative Planning
Kansas
$575K +$259K +2,341 +82%
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$561K -$1.04M -9,457 -65%
DE
362
Day & Ennis
Georgia
$555K -$185K -1,677 -25%
AIC
363
Archer Investment Corporation
Indiana
$544K +$430K +3,899 +380%
CFG
364
Cooper Financial Group
California
$509K -$7.07K -64 -1%
M&T Bank
365
M&T Bank
New York
$508K +$227K +2,057 +81%
Nomura Asset Management
366
Nomura Asset Management
Japan
$508K +$508K +4,600 New
VWM
367
Vigilare Wealth Management
Arizona
$499K +$499K +4,522 New
WP
368
WealthSource Partners
California
$497K -$38.1K -345 -7%
IP
369
Intellectus Partners
California
$494K -$51.5K -466 -9%
CA
370
Capital Advantage
California
$484K +$51.8K +470 +12%
RTS
371
Round Table Services
New Jersey
$476K +$46.9K +425 +11%
SP
372
Successful Portfolios
Florida
$472K +$18.7K +169 +4%
BRWA
373
B. Riley Wealth Advisors
Florida
$468K -$5.42K -49 -1%
VA
374
Valmark Advisers
Ohio
$468K +$261K +2,363 +126%
DCM
375
Donaldson Capital Management
Indiana
$461K – – –
13 14
15
16 17