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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 %
American Century Companies
551
American Century Companies
Missouri
– -$4.05M -36,700 Closed
CS
552
Comerica Securities
Michigan
– -$3.78M -34,189 Closed
TD Asset Management
553
TD Asset Management
Ontario, Canada
– -$3.23M -29,250 Closed
CWG
554
Cornerstone Wealth Group
North Carolina
– -$3.22M -29,149 Closed
MM
555
Meridian Management
Arkansas
– -$3.14M -28,433 Closed
MBT
556
Montecito Bank & Trust
California
– -$3.07M -27,774 Closed
HPC
557
Hobart Private Capital
North Carolina
– -$3.02M -27,353 Closed
CCMG
558
Clark Capital Management Group
Pennsylvania
– -$2.61M -23,631 Closed
JIP
559
Jaffetilchin Investment Partners
Florida
– -$2.57M -23,234 Closed
MG
560
Mather Group
Illinois
– -$2.08M -18,792 Closed
BWP
561
Bernardo Wealth Planning
Pennsylvania
– -$1.79M -16,218 Closed
VHAM
562
Van Hulzen Asset Management
California
– -$1.59M -14,356 Closed
SXL
563
Summit X LLC
Missouri
– -$1.53M -13,868 Closed
BHWM
564
Bay Harbor Wealth Management
Maryland
– -$1.44M -12,995 Closed
FFA
565
Fragasso Financial Advisors
Pennsylvania
– -$1.43M -12,920 Closed
FTUS
566
Flow Traders U.S.
New York
– -$1.04M -9,448 Closed
DIA
567
Dana Investment Advisors
Wisconsin
– -$1.01M -9,133 Closed
I
568
INVST
Indiana
– -$921K -8,389 Closed
TCA
569
Transcend Capital Advisors
New Jersey
– -$752K -6,810 Closed
VWM
570
Venturi Wealth Management
Texas
– -$730K -6,612 Closed
AWM
571
Alterna Wealth Management
Texas
– -$628K -5,686 Closed
CCA
572
Clearwater Capital Advisors
Illinois
– -$615K -5,570 Closed
ACP
573
Aveo Capital Partners
Colorado
– -$593K -5,370 Closed
EWA
574
EP Wealth Advisors
California
– -$488K -4,418 Closed
SW
575
SkyOak Wealth
Michigan
– -$454K -4,110 Closed
21 22
23
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