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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 %
PWM
451
Perigon Wealth Management
California
$226K -$3.86K -35 -2%
KF
452
Krilogy Financial
Missouri
$225K +$225K +2,034 New
BW
453
Bison Wealth
Georgia
$222K – – –
CIA
454
Choate Investment Advisors
Massachusetts
$221K +$221K +2,003 New
WF
455
Welch & Forbes
Massachusetts
$219K +$219K +1,979 New
BB
456
Berkshire Bank
Massachusetts
$219K +$219K +1,987 New
WWM
457
Windsor Wealth Management
Indiana
$218K +$218K +1,980 New
LFA
458
Lighthouse Financial Advisors
Maryland
$216K -$14.8K -134 -6%
FAM
459
Formidable Asset Management
Ohio
$215K -$18.7K -170 -8%
CIAS
460
Capital Investment Advisory Services
North Carolina
$212K -$39.2K -355 -16%
JCM
461
Jag Capital Management
Missouri
$212K +$212K +1,923 New
AWM
462
Altium Wealth Management
New York
$209K +$209K +1,896 New
SWM
463
Sugarloaf Wealth Management
Georgia
$208K +$994 +9 +0.5%
GWM
464
Greenwich Wealth Management
Connecticut
$202K – – –
MWM
465
McNaughton Wealth Management
California
$201K -$36.6K -331 -15%
AWA
466
Artemis Wealth Advisors
New York
$199K -$262K -2,373 -57%
CFB
467
Cullen/Frost Bankers
Texas
$190K – – –
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$176K +$996 +9 +0.6%
HCP
469
Hexagon Capital Partners
Arkansas
$175K +$175K +1,597 New
FHA
470
Flagship Harbor Advisors
Massachusetts
$173K -$224K -2,042 -56%
FA
471
Financial Advantage
Maryland
$163K – – –
CFD
472
Creative Financial Designs
Indiana
$159K +$10.7K +97 +7%
Barclays
473
Barclays
United Kingdom
$156K -$3.71M -33,586 -96%
Bessemer Group
474
Bessemer Group
New Jersey
$152K +$152K +1,380 New
APA
475
American Portfolios Advisors
New York
$145K -$510K -4,619 -78%
17 18
19
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