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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
1
Ameriprise
Minnesota
$627M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$145M
3
HCM
3
Hilton Capital Management
New York
$99.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$65.1M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$841M

Top Sellers

1
BlackRock
1
BlackRock
New York
$330M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$531M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$0
4
NP
4
NorthRock Partners
Minnesota
$4.66M
5
Wells Fargo
5
Wells Fargo
California
$824M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$21.5M -$978K -8,839 -4%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$21.1M +$2.59M +23,393 +14%
LG
78
Leuthold Group
Minnesota
$20.7M +$508K +4,591 +3%
Asset Management One
79
Asset Management One
Japan
$20.6M +$8.19M +74,017 +66%
BWM
80
BerganKDV Wealth Management
Minnesota
$20.5M +$1.78M +16,053 +9%
AIA
81
Angeles Investment Advisors
California
$20.5M +$3.32M +30,000 +19%
QFA
82
Quattro Financial Advisors
Texas
$20.1M +$15.6M +140,691 +341%
PCP
83
Proficio Capital Partners
Massachusetts
$20M +$20M +182,695 New
HH
84
Hilltop Holdings
Texas
$19.9M -$6.21M -56,084 -24%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$19.8M +$15.9M +143,290 +408%
GWM
86
Geneos Wealth Management
Colorado
$19.6M +$7.37M +66,568 +60%
LWA
87
LWS Wealth Advisors
New Jersey
$19.4M +$7.67M +69,322 +66%
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$18.7M +$18.7M +168,867 New
CIM
89
Confluence Investment Management
Missouri
$18M +$378K +3,414 +2%
NC
90
NewSquare Capital
Pennsylvania
$17M +$230K +2,080 +1%
AAP
91
Arax Advisory Partners
Colorado
$16.9M +$15.1M +136,698 +874%
ECM
92
Evergreen Capital Management
Washington
$16.7M -$58.6K -529 -0.3%
NCM
93
Northwest Capital Management
Oregon
$16.7M +$1.41M +12,774 +9%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$16.4M -$4.33M -39,107 -21%
PWS
95
Paragon Wealth Strategies
Florida
$16.2M +$16.2M +146,683 New
SMM
96
Stadion Money Management
Georgia
$16M +$412K +3,720 +3%
MMA
97
Miracle Mile Advisors
California
$16M +$16M +144,097 New
TG
98
TCW Group
California
$15.5M +$3.17M +28,661 +26%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$15.1M -$31.7M -286,645 -68%
FA
100
FDx Advisors
Illinois
$14.6M -$621K -5,612 -4%
2 3
4
5 6