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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 %
IA
501
Independence Advisors
Pennsylvania
$50K +$6.21K +56 +14%
HI
502
Hudock Inc
Pennsylvania
$49K +$110 +1 +0.2%
FHA
503
First Horizon Advisors
Tennessee
$49K +$49K +446 New
AIM
504
Anchor Investment Management
South Carolina
$48.6K – – –
IFAM
505
Institutional & Family Asset Management
Colorado
$47K – – –
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
JHCP
507
Jackson Hole Capital Partners
Oklahoma
$46K – – –
TF
508
Tompkins Financial
New York
$43K – – –
TWA
509
TCI Wealth Advisors
Arizona
$42K – – –
RBA
510
Richard Bernstein Advisors
New York
$42K +$35.9K +330 +589%
AWMS
511
Advocacy Wealth Management Services
Georgia
$40K – – –
BEI
512
Benjamin Edwards Inc
Missouri
$38K -$2.64M -23,825 -99%
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
GAM
514
Gemmer Asset Management
California
$36K – – –
VRM
515
Vectors Research Management
New York
$35K – – –
BFG
516
Baron Financial Group
New Jersey
$35K +$35K +317 New
GEA
517
Glen Eagle Advisors
New Jersey
$34K +$2.32K +21 +7%
CAAS
518
Capital Asset Advisory Services
Michigan
$33K -$1.5M -13,639 -98%
LC
519
Lindbrook Capital
California
$32K +$32K +289 New
FCM
520
Firestone Capital Management
Florida
$31K – – –
AWA
521
Arkadios Wealth Advisors
Georgia
$27.1K -$1.55K -14 -5%
JWA
522
JFS Wealth Advisors
Pennsylvania
$27K +$27K +245 New
IRC
523
Investors Research Corp
Georgia
$26K +$23.7K +216 +1,029%
LFG
524
Larson Financial Group
Missouri
$25K +$1.64K +15 +7%
WCG
525
Weaver Consulting Group
California
$22K -$5.06K -46 -19%
19 20
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