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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.

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
1
Charles Schwab
California
$1.15B
2
Jane Street
2
Jane Street
New York
$171M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$68M
4
Morgan Stanley
4
Morgan Stanley
New York
$423M
5
Ameriprise
5
Ameriprise
Minnesota
$492M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$140M
2
Barclays
2
Barclays
United Kingdom
$0
3
Bank of America
3
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$948M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Bailard
California
$35.9M +$11.3M +101,887 +46%
DJSG
52
D.J. St. Germain
Massachusetts
$34.6M -$13.2M -119,399 -28%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$34.2M -$834K -7,547 -2%
Franklin Resources
54
Franklin Resources
California
$33.1M +$1.03M +9,285 +3%
PWAG
55
Polaris Wealth Advisory Group
California
$31.5M +$3.56M +32,254 +13%
TAIM
56
TD Ameritrade Investment Management
Nebraska
$29.1M -$4.11M -37,244 -12%
GC
57
Guggenheim Capital
Illinois
$27.6M +$2.29M +20,756 +9%
IWS
58
Insight Wealth Strategies
California
$27M -$410K -3,716 -1%
HH
59
Hilltop Holdings
Texas
$26.1M +$8.89M +80,476 +52%
PI
60
PFS Investments
Georgia
$26M -$582K -5,268 -2%
PSUF
61
People's United Financial
Connecticut
$25.5M +$5.56M +50,327 +28%
JCM
62
Janney Capital Management
Pennsylvania
$24.3M -$3.75M -33,973 -13%
MML Investors Services
63
MML Investors Services
Massachusetts
$23.5M -$9.23M -83,615 -28%
MD
64
Money Design
Japan
$23.4M +$360K +3,260 +2%
TIM
65
Tortoise Investment Management
New York
$23.3M +$3.26M +29,508 +16%
AllianceBernstein
66
AllianceBernstein
Tennessee
$23.3M -$15.7M -141,943 -40%
CS
67
Credit Suisse
Switzerland
$22.4M +$22.4M +202,887 New
US Bancorp
68
US Bancorp
Minnesota
$21.5M +$157K +1,422 +0.7%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$20.7M +$3.02M +27,314 +17%
LG
70
Leuthold Group
Minnesota
$20.1M +$790K +7,156 +4%
RT
71
Rockland Trust
Massachusetts
$19.6M +$2.18M +19,723 +13%
AWE
72
Avidian Wealth Enterprises
Texas
$19.6M +$18.6M +168,245 +1,869%
Citadel Advisors
73
Citadel Advisors
Florida
$19M +$18.1M +163,510 +1,999%
BWM
74
BerganKDV Wealth Management
Minnesota
$18.7M -$1.34M -12,167 -7%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$18.5M -$2.69M -24,357 -13%
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