MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.15B
2
Jane Street
Jane Street
New York
$171M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$68M
4
Morgan Stanley
Morgan Stanley
New York
$423M
5
Ameriprise
Ameriprise
Minnesota
$492M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$140M
2
Barclays
Barclays
United Kingdom
$0
3
Bank of America
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$948M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
526
Squar Milner Financial Services
California
$4K -$7.82K -88 -66%
ETI
527
Enterprise Trust & Investment
California
$4K – – –
AA
528
Ancora Advisors
Ohio
$4K – – –
HWA
529
HHM Wealth Advisors
Tennessee
$4K +$4K +36 New
DWM
530
Darwin Wealth Management
Florida
$4K +$4K +39 New
First Manhattan
531
First Manhattan
New York
$3K – – –
JFA
532
JNBA Financial Advisors
Minnesota
$3K – – –
IF
533
Ironwood Financial
Arizona
$3K +$3K +26 New
CFN
534
Cordasco Financial Network
Florida
$2K – – –
BFC
535
Bedel Financial Consulting
Indiana
$2K – – –
IRC
536
Investors Research Corp
Georgia
$2K – – –
PFBT
537
Parkside Financial Bank & Trust
Missouri
$2K +$2K +18 New
SW
538
SVB Wealth
Massachusetts
$1K -$1.28M -14,079 -100%
Barclays
539
Barclays
United Kingdom
– -$605M -5,596,142 Closed
CIM
540
Centersquare Investment Management
Pennsylvania
– -$112M -1,037,900 Closed
PAS
541
Park Avenue Securities
New York
– -$69.4M -642,592 Closed
VM
542
Value Monitoring
California
– -$8.02M -80,381 Closed
AI
543
Atria Investments
North Carolina
– -$8.6M -79,568 Closed
OR
544
Olympiad Research
Connecticut
– -$5.94M -54,919 Closed
FP
545
Fiduciary Planning
Florida
– -$5.2M -47,843 Closed
PFG
546
PAX Financial Group
Texas
– -$4.73M -43,368 Closed
FPGK
547
Financial Partners Group (Kansas)
Kansas
– -$4.22M -38,795 Closed
BCM
548
Bluefin Capital Management
New York
– -$3.49M -32,326 Closed
PWA
549
Physician Wealth Advisors
Utah
– -$1.88M -17,334 Closed
TI
550
tru Independence
Oregon
– -$1.7M -15,389 Closed
20 21
22
23 24