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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 %
OCPWS
401
One Charles Private Wealth Services
Massachusetts
$366K – – –
SHGA
402
Sand Hill Global Advisors
California
$364K +$364K +3,294 New
LW
403
Linscomb Wealth
Texas
$362K +$14.8K +134 +4%
CCG
404
Cypress Capital Group
Florida
$361K -$44.1K -400 -11%
MRC
405
Millburn Ridgefield Corp
New York
$361K +$198K +1,793 +121%
MC
406
Moors & Cabot
Massachusetts
$358K +$358K +3,242 New
CCA
407
Catalyst Capital Advisors
New York
$355K +$171K +1,550 +93%
PWMG
408
Prestige Wealth Management Group
New Jersey
$354K – – –
BF
409
BOK Financial
Oklahoma
$353K +$55.1K +499 +18%
FI
410
FormulaFolio Investments
Michigan
$351K -$213K -1,926 -38%
LPIC
411
LeJeune Puetz Investment Counsel
Michigan
$343K – – –
BWCS
412
Beirne Wealth Consulting Services
Connecticut
$338K +$338K +3,060 New
SG
413
StoneX Group
New York
$335K +$28.3K +256 +9%
MWM
414
Mattern Wealth Management
Kansas
$331K -$14.2K -129 -4%
RCM
415
Robinson Capital Management
Michigan
$331K – – –
CWM
416
Cedar Wealth Management
California
$322K -$8.84K -80 -3%
DTC
417
Davidson Trust Company
Washington
$322K – – –
RWM
418
Rezny Wealth Management
Florida
$319K +$319K +2,896 New
CHAM
419
Clear Harbor Asset Management
Connecticut
$316K -$49.7K -450 -14%
IAS
420
IMA Advisory Services
Colorado
$309K – – –
FG
421
Fiduciary Group
Georgia
$305K -$25.9K -235 -8%
KA
422
Kovack Advisors
Florida
$301K -$20.5K -186 -6%
LFAS
423
Level Four Advisory Services
Texas
$294K -$565K -5,112 -66%
NAM
424
NTV Asset Management
West Virginia
$293K +$72K +651 +33%
CBFP
425
Cedar Brook Financial Partners
Ohio
$290K +$14K +127 +5%
15 16
17
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