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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
$6.26B
2
Charles Schwab
Charles Schwab
California
$1.45B
3
Ameriprise
Ameriprise
Minnesota
$739M
4
CIA
Capital Investment Advisors
Georgia
$65.2M
5
Fisher Asset Management
Fisher Asset Management
Washington
$889M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
BlackRock
BlackRock
New York
$189M
3
HCM
Hilton Capital Management
New York
$4.45M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$999M
5
ERSOT
Employees Retirement System of Texas
Texas
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
526
Sonora Investment Management
Arizona
$22K – – –
BBA
527
Braun-Bostich & Associates
Pennsylvania
$21K -$176K -1,630 -89%
CHA
528
Carmichael Hill & Associates
Maryland
$21K -$26.8K -241 -56%
WB
529
West Bancorporation
Iowa
$21K – – –
RFWA
530
RPg Family Wealth Advisory
Massachusetts
$21K -$176K -1,591 -89%
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
KFS
532
Kelly Financial Services
Massachusetts
$18.9K – – –
FFC
533
First Financial Corp
Indiana
$18K +$12.1K +108 +204%
APC
534
Aspire Private Capital
North Carolina
$18K +$15.9K +141 +742%
SFSG
535
Stearns Financial Services Group
North Carolina
$18K +$18K +167 New
SIS
536
Sound Income Strategies
Florida
$17K – – –
BWM
537
BNC Wealth Management
Oregon
$16K +$16K +144 New
Millennium Management
538
Millennium Management
New York
$15.4K -$19.9K -180,523 -56%
DZ Bank
539
DZ Bank
Germany
$15K – – –
FRA
540
Front Row Advisors
California
$15K – – –
SMG
541
Spectrum Management Group
Indiana
$14K +$10.7K +96 +320%
SFC
542
SYM Financial Corp
Indiana
$14K +$14K +125 New
VC
543
Veracity Capital
Georgia
$13K – – –
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +78 New
CA
545
Clearstead Advisors
Ohio
$9K +$9K +80 New
NFSG
546
Newbridge Financial Services Group
Florida
$9K +$9K +86 New
HFA
547
High Falls Advisors
New York
$9K +$154 +1,414 +2%
AAMA
548
Advanced Asset Management Advisors
Ohio
$8K – – –
LGWM
549
Litman Gregory Wealth Management
California
$8K – – –
JWM
550
Jeppson Wealth Management
California
$8K +$8K +75 New
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