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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 %
HR
376
Hayden Royal
North Carolina
$448K +$20.2K +183 +5%
GA
377
Greytown Advisors
Florida
$445K +$445K +4,028 New
W
378
WealthOne
New York
$441K +$82.7K +750 +23%
TC
379
Truvestments Capital
Florida
$435K +$435K +3,943 New
ECA
380
Elevated Capital Advisors
Utah
$431K -$2.2K -20 -0.5%
B
381
Barings
North Carolina
$431K – – –
SI
382
Stephens Inc
Arkansas
$431K +$8.72K +79 +2%
GM
383
GeoWealth Management
Illinois
$430K -$2.33K -21 -0.5%
OWA
384
Outlook Wealth Advisors
Texas
$422K -$22K -199 -5%
PFA
385
Pettinga Financial Advisors
Indiana
$422K +$138K +1,252 +49%
WPC
386
Waters Parkerson & Co
Louisiana
$420K +$420K +3,800 New
IFG
387
Investors Financial Group
Minnesota
$402K +$17.3K +157 +5%
FHC
388
First Heartland Consultants
Missouri
$400K +$14.4K +130 +4%
PFA
389
Pure Financial Advisors
California
$396K +$396K +3,585 New
TFGT
390
TS Financial Group (TSFG)
Illinois
$394K +$27.8K +252 +8%
EWM
391
Evercore Wealth Management
New York
$392K +$178K +1,610 +83%
WA
392
Winfield Associates
Ohio
$391K – – –
KC
393
Knuff & Co
California
$390K -$65.7K -595 -14%
HS
394
Horan Securities
United States
$384K -$25.5K -231 -6%
SW
395
SteelPeak Wealth
California
$380K +$68.7K +622 +22%
JIP
396
Jaffetilchin Investment Partners
Florida
$379K +$379K +3,430 New
OWP
397
Obermeyer Wealth Partners
Colorado
$376K – – –
CG
398
Colony Group
Massachusetts
$374K +$94.4K +856 +34%
BF
399
Blankinship & Foster
California
$371K -$31.8K -288 -8%
NDSI
400
Newman Dignan & Sheerar Inc
Rhode Island
$368K -$98.7K -895 -21%
14 15
16
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