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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 %
DLHL
401
Donald L. Hagan LLC
Florida
$310K +$37.4K +338 +14%
SG
402
StoneX Group
New York
$308K -$17.7K -160 -5%
LTI
403
Laffer Tengler Investments
Tennessee
$305K -$123K -1,112 -29%
GVAG
404
Great Valley Advisor Group
Delaware
$304K +$23.9K +216 +9%
BF
405
BOK Financial
Oklahoma
$299K +$299K +2,698 New
PAMG
406
Patton Albertson Miller Group
Tennessee
$293K -$367K -3,313 -56%
TSS
407
Two Sigma Securities
New York
$291K +$291K +2,630 New
KFGK
408
Keystone Financial Group (Kentucky)
Kentucky
$289K +$289K +2,609 New
CAM
409
Cidel Asset Management
Ontario, Canada
$288K – – –
PFA
410
Pettinga Financial Advisors
Indiana
$285K +$84.7K +764 +42%
M&T Bank
411
M&T Bank
New York
$282K -$126K -1,142 -31%
CG
412
Colony Group
Massachusetts
$281K -$106K -958 -27%
GIA
413
Gladstone Institutional Advisory
Florida
$279K -$391K -3,535 -58%
CBFP
414
Cedar Brook Financial Partners
Ohio
$277K -$77.3K -698 -22%
EIG
415
Ellenbecker Investment Group
Wisconsin
$272K +$26.2K +237 +11%
TPA
416
Trivium Point Advisory
Connecticut
$272K +$272K +2,458 New
IF
417
Intrua Financial
Texas
$269K +$269K +2,434 New
FWIA
418
Fort Washington Investment Advisors
Ohio
$266K +$266K +2,400 New
TNA
419
True North Advisors
Texas
$264K +$264K +2,392 New
RA
420
RFG Advisory
Alabama
$262K -$1.35M -12,133 -84%
EBT
421
Enterprise Bank & Trust
Massachusetts
$262K – – –
LWA
422
Lineweaver Wealth Advisors
Ohio
$259K -$3.25M -29,392 -93%
FCA
423
FLC Capital Advisors
California
$259K -$155K -1,399 -37%
SSWM
424
Sheets Smith Wealth Management
North Carolina
$258K -$3.43K -31 -1%
CIAS
425
Capital Investment Advisory Services
North Carolina
$252K +$5.32K +48 +2%
15 16
17
18 19