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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 %
RFWA
451
RPg Family Wealth Advisory
Massachusetts
$197K -$3.99K -36 -2%
CFB
452
Cullen/Frost Bankers
Texas
$190K -$43.5K -393 -19%
CCA
453
Catalyst Capital Advisors
New York
$185K -$264K -2,380 -59%
WT
454
Whittier Trust
California
$185K +$119K +1,073 +179%
Kayne Anderson Rudnick Investment Management
455
Kayne Anderson Rudnick Investment Management
California
$175K +$996 +9 +0.6%
MRC
456
Millburn Ridgefield Corp
New York
$164K +$115K +1,038 +235%
FA
457
Financial Advantage
Maryland
$163K – – –
AWA
458
Artemis Wealth Advisors
New York
$160K +$160K +4,177 New
MA
459
MUFG Americas
New York
$155K -$3.8K -236 -2%
CFD
460
Creative Financial Designs
Indiana
$148K +$148K +1,341 New
Bank of Montreal
461
Bank of Montreal
Ontario, Canada
$146K -$7.08M -63,713 -98%
AF
462
Advisornet Financial
Minnesota
$142K -$25.9K -235 -15%
DSC
463
Duncker Streett & Co
Missouri
$137K +$9.4K +85 +7%
NSB
464
Norway Savings Bank
Maine
$131K +$131K +1,180 New
OC
465
Oakworth Capital
Alabama
$129K +$4.75K +43 +4%
LWM
466
Liberty Wealth Management
California
$128K -$1.22M -10,995 -91%
DI
467
Disciplined Investments
Oklahoma
$118K +$14.9K +135 +14%
TL
468
TrueWealth LLC
Georgia
$117K – – –
AIC
469
Archer Investment Corporation
Indiana
$114K +$114K +1,026 New
WP
470
WealthShield Partners
North Carolina
$111K -$599K -5,420 -84%
EIP
471
Ellis Investment Partners
Pennsylvania
$106K +$4.51K +41 +4%
BAM
472
Barrett Asset Management
New York
$105K +$2.76K +25 +3%
TRCT
473
Tower Research Capital (TRC)
New York
$103K +$103K +928 New
GCM
474
Gables Capital Management
Florida
$89K – – –
LWA
475
Lowe Wealth Advisors
Maryland
$85K +$85K +765 New
17 18
19
20 21