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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 %
KFGK
426
Keystone Financial Group (Kentucky)
Kentucky
$288K – – –
CAM
427
Cidel Asset Management
Ontario, Canada
$287K – – –
Principal Financial Group
428
Principal Financial Group
Iowa
$282K +$282K +2,554 New
LFG
429
LifePlan Financial Group
Ohio
$281K -$47.8K -433 -15%
PFS
430
Prospera Financial Services
Texas
$278K +$27.9K +253 +11%
HAS
431
HBW Advisory Services
California
$277K +$277K +2,507 New
ASN
432
Advisory Services Network
Georgia
$276K +$48.2K +438 +21%
EBT
433
Enterprise Bank & Trust
Massachusetts
$274K +$12.7K +115 +5%
DL
434
DOHJ LLC
Washington
$273K +$47.5K +431 +21%
SFG
435
SevenBridge Financial Group
Pennsylvania
$267K +$50.9K +461 +24%
FWIA
436
Fort Washington Investment Advisors
Ohio
$265K – – –
DC
437
Davenport & Co
Virginia
$265K +$265K +2,403 New
GVAG
438
Great Valley Advisor Group
Delaware
$264K -$39.8K -360 -13%
LWA
439
Lineweaver Wealth Advisors
Ohio
$258K +$330 +3 +0.1%
RIA
440
Realta Investment Advisors
Delaware
$257K +$35.9K +325 +16%
GIA
441
Gladstone Institutional Advisory
Florida
$255K -$23.6K -214 -8%
EWMCB
442
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$254K +$254K +2,299 New
LWA
443
Lenox Wealth Advisors
New York
$250K +$250K +2,268 New
MCP
444
Mirador Capital Partners
California
$243K -$167K -1,518 -41%
TWM
445
Titus Wealth Management
California
$243K +$11.1K +100 +5%
PCIA
446
Prime Capital Investment Advisors
Kansas
$238K -$205K -1,854 -46%
WIC
447
Whitegate Investment Counselors
New Hampshire
$233K +$233K +2,115 New
SBH
448
Segall Bryant & Hamill
Illinois
$231K +$231K +2,088 New
WAS
449
Wealth Advisory Solutions
Indiana
$230K -$192K -1,738 -45%
PFG
450
Pacific Financial Group
Washington
$227K +$227K +2,058 New
16 17
18
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