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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 %
PFS
426
Prospera Financial Services
Texas
$251K +$16.9K +153 +7%
Verition Fund Management
427
Verition Fund Management
Connecticut
$240K +$240K +2,170 New
BCA
428
Bay Colony Advisors
Massachusetts
$240K +$240K +2,171 New
MWM
429
McNaughton Wealth Management
California
$238K -$21.1K -191 -8%
FAM
430
Formidable Asset Management
Ohio
$235K +$235K +2,122 New
TFA
431
Teamwork Financial Advisors
Texas
$233K +$233K +2,105 New
TWM
432
Titus Wealth Management
California
$232K -$68.7K -621 -23%
PWM
433
Perigon Wealth Management
California
$231K -$49.8K -449 -18%
LFA
434
Lighthouse Financial Advisors
Maryland
$231K +$231K +2,094 New
BAM
435
BTS Asset Management
Massachusetts
$230K +$108K +974 +88%
ASN
436
Advisory Services Network
Georgia
$229K -$435K -3,930 -66%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$227K -$1.8M -16,240 -89%
DL
438
DOHJ LLC
Washington
$227K +$227K +2,048 New
BW
439
Bison Wealth
Georgia
$223K +$223K +2,013 New
RIA
440
Realta Investment Advisors
Delaware
$222K -$44.9K -405 -17%
NAM
441
NTV Asset Management
West Virginia
$221K +$221K +2,000 New
SFG
442
SevenBridge Financial Group
Pennsylvania
$217K -$554 -5 -0.3%
OPA
443
Old Port Advisors
Maine
$217K +$217K +1,963 New
EWM
444
Evercore Wealth Management
New York
$215K – – –
VA
445
Valmark Advisers
Ohio
$208K -$382K -3,453 -65%
SWM
446
Sugarloaf Wealth Management
Georgia
$207K +$1.11K +10 +0.5%
BBA
447
Braun-Bostich & Associates
Pennsylvania
$202K – – –
AO
448
Advisor OS
Illinois
$202K +$202K +1,824 New
GWM
449
Greenwich Wealth Management
Connecticut
$202K +$202K +1,828 New
BPA
450
Beacon Pointe Advisors
California
$200K +$200K +1,806 New
16 17
18
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