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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 %
LS
476
Leelyn Smith
Illinois
$82K +$30.2K +272 +58%
MWP
477
Meridian Wealth Partners
Pennsylvania
$78K – – –
AII
478
AGF Investments Inc
Ontario, Canada
$77K -$30.4K -273 -28%
CAL
479
Capital Advisors Ltd
Ohio
$72K – – –
RFA
480
Reilly Financial Advisors
California
$68K -$30.8K -280 -31%
HWA
481
HCR Wealth Advisors
California
$62K +$14.9K +134 +32%
SSB
482
Sandy Spring Bank
Maryland
$61K -$1.9K -17 -3%
AWM
483
AllSquare Wealth Management
New York
$61K – – –
CFFP
484
Center for Financial Planning
Michigan
$53K – – –
PB
485
Pinnacle Bancorp
Nebraska
$50K – – –
HI
486
Hudock Inc
Pennsylvania
$49K +$221 +2 +0.5%
AIM
487
Anchor Investment Management
South Carolina
$48.7K – – –
CHA
488
Carmichael Hill & Associates
Maryland
$48K -$2.68K -24 -5%
IFAM
489
Institutional & Family Asset Management
Colorado
$48K +$48K +430 New
JHCP
490
Jackson Hole Capital Partners
Oklahoma
$46K – – –
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
CFA
492
Carroll Financial Associates
North Carolina
$45K +$1.88K +17 +4%
IA
493
Independence Advisors
Pennsylvania
$44K -$780 -7 -2%
TF
494
Tompkins Financial
New York
$43K +$43K +390 New
TWA
495
TCI Wealth Advisors
Arizona
$42K -$4.79K -43 -10%
AWMS
496
Advocacy Wealth Management Services
Georgia
$40K – – –
SIAP
497
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
GAM
498
Gemmer Asset Management
California
$36K – – –
VRM
499
Vectors Research Management
New York
$35K -$6.69K -60 -16%
BFIM
500
Beese Fulmer Investment Management
Ohio
$33K +$33K +299 New
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