MBB icon

iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
451
Ellis Investment Partners
Pennsylvania
$101K -$3.18K -29 -3%
TPCW
452
TD Private Client Wealth
New York
$100K +$100K +907 New
RFA
453
Reilly Financial Advisors
California
$99K +$30.9K +280 +45%
GCM
454
Gables Capital Management
Florida
$88K
RAM
455
Riggs Asset Management
Pennsylvania
$84K +$84K +761 New
BEI
456
Benjamin Edwards Inc
Missouri
$81K +$81K +735 New
MWP
457
Meridian Wealth Partners
Pennsylvania
$78K -$12.5K -113 -14%
CAL
458
Capital Advisors Ltd
Ohio
$72K
CWM
459
Cedar Wealth Management
California
$72K +$72K +654 New
EP
460
Eudaimonia Partners
Tennessee
$71K -$211K -1,907 -75%
WT
461
Whittier Trust
California
$66K -$1.88K -17 -3%
EWM
462
Edge Wealth Management
New York
$65K +$65K +592 New
GSWM
463
Golden State Wealth Management
California
$64K +$64K +581 New
SSB
464
Sandy Spring Bank
Maryland
$62K +$52.3K +474 +539%
AWM
465
AllSquare Wealth Management
New York
$60K
CFFP
466
Center for Financial Planning
Michigan
$53K
LS
467
Leelyn Smith
Illinois
$52K +$52K +467 New
PB
468
Pinnacle Bancorp
Nebraska
$50K -$47.1K -429 -49%
CHA
469
Carmichael Hill & Associates
Maryland
$50K +$13.4K +122 +37%
MRC
470
Millburn Ridgefield Corp
New York
$49K -$407K -3,670 -89%
AIM
471
Anchor Investment Management
South Carolina
$48.6K
HI
472
Hudock Inc
Pennsylvania
$48K +$7.4K +68 +18%
PCM
473
Penserra Capital Management
California
$48K +$48K +432 New
EWM
474
EPG Wealth Management
Georgia
$47K -$5.71K -52 -11%
HWA
475
HCR Wealth Advisors
California
$47K