MBB icon

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 %
EIG
601
Ellenbecker Investment Group
Wisconsin
– -$272K -2,461 Closed
TPA
602
Trivium Point Advisory
Connecticut
– -$272K -2,458 Closed
IF
603
Intrua Financial
Texas
– -$269K -2,434 Closed
TNA
604
True North Advisors
Texas
– -$264K -2,392 Closed
RA
605
RFG Advisory
Alabama
– -$262K -2,363 Closed
SSWM
606
Sheets Smith Wealth Management
North Carolina
– -$258K -2,332 Closed
BCA
607
Bay Colony Advisors
Massachusetts
– -$240K -2,171 Closed
Verition Fund Management
608
Verition Fund Management
Connecticut
– -$240K -2,170 Closed
TFA
609
Teamwork Financial Advisors
Texas
– -$233K -2,105 Closed
OPA
610
Old Port Advisors
Maine
– -$217K -1,963 Closed
AO
611
Advisor OS
Illinois
– -$202K -1,824 Closed
BPA
612
Beacon Pointe Advisors
California
– -$200K -1,806 Closed
TRCT
613
Tower Research Capital (TRC)
New York
– -$103K -928 Closed
TI
614
tru Independence
Oregon
– -$97 -877 Closed
BFIM
615
Beese Fulmer Investment Management
Ohio
– -$33K -299 Closed
MA
616
MCF Advisors
Kentucky
– -$22K -203 Closed
SCA
617
Stonebridge Capital Advisors
Minnesota
– -$19K -170 Closed
WR
618
Watson Rebecca
– -$14K -123 Closed
AWM
619
Apollon Wealth Management
South Carolina
– -$10K -91 Closed
S
620
SignatureFD
Georgia
– -$10K -89 Closed
QCG
621
Quadrant Capital Group
Ohio
– -$9K -81 Closed
BA
622
Ballast Advisors
Minnesota
– -$6K -55 Closed
TFA
623
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
21 22 23 24
25