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 %
FNC
551
First National Corp
Massachusetts
– -$1.66M -15,330 Closed
HBWM
552
Hollow Brook Wealth Management
New York
– -$1.44M -13,337 Closed
JWCA
553
J.W. Cole Advisors
Florida
– -$1.42M -13,171 Closed
EA
554
Emerald Advisors
Washington
– -$1.42M -13,074 Closed
BBHC
555
Brown Brothers Harriman & Co
New York
– -$985K -9,111 Closed
CMO
556
Covenant Multifamily Offices
Texas
– -$538K -8,549 Closed
VC
557
Vicus Capital
Pennsylvania
– -$894K -8,274 Closed
IAA
558
Independent Advisor Alliance
North Carolina
– -$800K -7,404 Closed
KM
559
Kalos Management
Georgia
– -$742K -6,871 Closed
BF
560
BOK Financial
Oklahoma
– -$654K -6,047 Closed
WI
561
Wintrust Investments
Illinois
– -$556K -5,145 Closed
IAA
562
Ironsides Asset Advisors
North Carolina
– -$367K -3,400 Closed
KCM
563
Kornitzer Capital Management
Kansas
– -$350K -3,236 Closed
EWM
564
Empirical Wealth Management
Washington
– -$349K -3,229 Closed
HIM
565
Hanlon Investment Management
New Jersey
– -$345K -3,196 Closed
Federated Hermes
566
Federated Hermes
Pennsylvania
– -$333K -3,075 Closed
PP
567
Paloma Partners
Connecticut
– -$297K -2,750 Closed
TSS
568
Two Sigma Securities
New York
– -$250K -2,318 Closed
SAM
569
Strategy Asset Managers
California
– -$244K -2,255 Closed
GLA
570
Good Life Advisors
Pennsylvania
– -$234K -2,163 Closed
Fiera Capital (Canada)
571
Fiera Capital (Canada)
Quebec, Canada
– -$216K -2,000 Closed
MC
572
Moors & Cabot
Massachusetts
– -$214K -1,995 Closed
CAG
573
Crestwood Advisors Group
Massachusetts
– -$206K -1,907 Closed
ACM
574
Anfield Capital Management
California
– -$198K -1,824 Closed
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
– -$175K -1,616 Closed
20 21 22
23
24