MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

537 hedge funds and large institutions have $18.4B invested in iShares MBS ETF in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
537
Holders Change
+26
Holders Change %
+5.09%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
1.21%
New
95
Increased
170
Reduced
220
Closed
58
Calls
$3.02M
Puts
$5.47M
Net Calls
-$2.45M
Net Calls Change
-$1.45M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$1.15B
2
Jane Street
Jane Street
New York
+$171M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$68M
4
Morgan Stanley
Morgan Stanley
New York
+$56.8M
5
Ameriprise
Ameriprise
Minnesota
+$50.9M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$1.05B
2
Barclays
Barclays
United Kingdom
-$605M
3
Bank of America
Bank of America
North Carolina
-$487M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$210M
5
CIM
Centersquare Investment Management
Pennsylvania
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
426
Avantax Planning Partners
Iowa
$205K – – –
MWM
427
MBE Wealth Management
Wisconsin
$202K -$10.3K -93 -5%
RFWA
428
RPg Family Wealth Advisory
Massachusetts
$201K -$77.1K -698 -28%
PFA
429
Pettinga Financial Advisors
Indiana
$200K -$996K -8,995 -83%
BBA
430
Braun-Bostich & Associates
Pennsylvania
$200K – – –
AF
431
Allworth Financial
California
$186K +$182K +1,649 +4,850%
APC
432
Aspire Private Capital
North Carolina
$182K -$106K -956 -37%
CBT
433
Capital Bank & Trust
California
$176K +$176K +1,595 New
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$174K -$112K -1,019 -39%
Kayne Anderson Rudnick Investment Management
435
Kayne Anderson Rudnick Investment Management
California
$174K +$775 +7 +0.4%
AF
436
Advisornet Financial
Minnesota
$168K -$136K -1,231 -45%
AA
437
AlphaMark Advisors
Kentucky
$166K +$166K +1,502 New
FHA
438
Flagship Harbor Advisors
Massachusetts
$164K -$26.5K -240 -14%
FA
439
Financial Advantage
Maryland
$163K – – –
SWA
440
Stratos Wealth Advisors
Ohio
$127K -$76.7K -696 -38%
CF
441
Centaurus Financial
California
$127K -$54.3K -491 -30%
DSC
442
Duncker Streett & Co
Missouri
$127K +$66K +600 +108%
APA
443
American Portfolios Advisors
New York
$127K +$14.2K +129 +13%
OC
444
Oakworth Capital
Alabama
$124K -$110K -1,000 -47%
BAM
445
BTS Asset Management
Massachusetts
$119K +$57.6K +535 +94%
TL
446
TrueWealth LLC
Georgia
$117K +$117K +1,057 New
OPS
447
Orion Portfolio Solutions
Nebraska
$111K +$77.8K +708 +234%
AII
448
AGF Investments Inc
Ontario, Canada
$107K +$107K +965 New
DI
449
Disciplined Investments
Oklahoma
$103K -$34.9K -316 -25%
BAM
450
Barrett Asset Management
New York
$102K – – –
16 17
18
19 20