MBB icon

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 %
PCG
576
Private Capital Group
Connecticut
– -$426K -3,858 Closed
VWA
577
V Wealth Advisors
Kansas
– -$367K -3,320 Closed
OFG
578
OmniStar Financial Group
North Carolina
– -$345K -3,124 Closed
FIM
579
Frontier Investment Management
Texas
– -$341K -3,090 Closed
SRC
580
Sage Rhino Capital
California
– -$338K -3,060 Closed
WIA
581
World Investment Advisors
California
– -$313K -2,831 Closed
MWM
582
MinichMacGregor Wealth Management
New York
– -$271K -2,466 Closed
ECG
583
Edge Capital Group
Georgia
– -$264K -2,389 Closed
SHGA
584
Sand Hill Global Advisors
California
– -$259K -2,342 Closed
DWM
585
Destination Wealth Management
California
– -$251K -2,271 Closed
CWP
586
Capital Wealth Planning
Florida
– -$250K -2,261 Closed
Wolverine Trading
587
Wolverine Trading
Illinois
– -$245K -2,219 Closed
IA
588
IFG Advisory
Georgia
– -$244K -2,210 Closed
MFG
589
Merit Financial Group
Georgia
– -$242K -2,193 Closed
APP
590
Avantax Planning Partners
Iowa
– -$205K -1,856 Closed
MWM
591
MBE Wealth Management
Wisconsin
– -$202K -1,832 Closed
CBT
592
Capital Bank & Trust
California
– -$176K -1,595 Closed
SWA
593
Stratos Wealth Advisors
Ohio
– -$127K -1,153 Closed
EP
594
Eudaimonia Partners
Tennessee
– -$71K -643 Closed
GSWM
595
Golden State Wealth Management
California
– -$64K -581 Closed
PCM
596
Penserra Capital Management
California
– -$48K -432 Closed
EWM
597
EPG Wealth Management
Georgia
– -$47K -428 Closed
FA
598
Fortis Advisors
Pennsylvania
– -$45K -409 Closed
PCMK
599
Paragon Capital Management (Kansas)
Kansas
– -$40K -364 Closed
CTC
600
Central Trust Company
Missouri
– -$40K -362 Closed
21 22 23
24
25