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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 %
FHC
376
First Heartland Consultants
Missouri
$387K -$204K -1,840 -35%
IFG
377
Investors Financial Group
Minnesota
$386K -$42.7K -386 -10%
OWP
378
Obermeyer Wealth Partners
Colorado
$377K – – –
PFO
379
Pathstone Family Office
New Jersey
$376K – – –
CHAM
380
Clear Harbor Asset Management
Connecticut
$367K – – –
TFGT
381
TS Financial Group (TSFG)
Illinois
$367K +$48.1K +434 +15%
OCPWS
382
One Charles Private Wealth Services
Massachusetts
$367K +$367K +3,318 New
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
$366K +$158K +1,427 +76%
W
384
WealthOne
New York
$360K -$383K -3,453 -52%
CWS
385
Cypress Wealth Services
California
$358K -$2.46M -22,197 -87%
PWMG
386
Prestige Wealth Management Group
New Jersey
$355K – – –
COF
387
Capital One Financial
Virginia
$348K -$386K -3,494 -53%
LW
388
Linscomb Wealth
Texas
$348K -$27.4K -247 -7%
MWM
389
Mattern Wealth Management
Kansas
$346K -$226K -2,045 -40%
LPIC
390
LeJeune Puetz Investment Counsel
Michigan
$344K – – –
FG
391
Fiduciary Group
Georgia
$332K -$41.3K -373 -11%
RCM
392
Robinson Capital Management
Michigan
$332K – – –
CWM
393
Cedar Wealth Management
California
$331K +$259K +2,340 +358%
LFG
394
LifePlan Financial Group
Ohio
$330K -$1.97M -17,818 -86%
DTC
395
Davidson Trust Company
Washington
$323K +$45.9K +415 +17%
KA
396
Kovack Advisors
Florida
$322K -$58.4K -528 -15%
LFPWM
397
Leicht Financial Planning & Wealth Management
New Jersey
$321K -$5.9M -53,058 -95%
Creative Planning
398
Creative Planning
Kansas
$317K -$529K -4,782 -63%
SW
399
SteelPeak Wealth
California
$312K -$9.52M -86,026 -97%
IAS
400
IMA Advisory Services
Colorado
$310K – – –
14 15
16
17 18