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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.

New
Increased
Maintained
Reduced
Closed
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 %
SC
101
Scotia Capital
Ontario, Canada
$10M +$6.89M +62,397 +221%
SW
102
SteelPeak Wealth
California
$9.81M -$3.45M -31,280 -26%
EC
103
Estate Counselors
Wisconsin
$9.69M -$2.29M -20,730 -19%
PA
104
Parkside Advisors
California
$9.47M -$550K -4,979 -5%
RWM
105
RKL Wealth Management
Pennsylvania
$9.12M +$818K +7,411 +10%
NA
106
NewEdge Advisors
Louisiana
$9.09M -$2.01M -18,235 -18%
GFPC
107
Global Financial Private Capital
Florida
$8.79M -$583K -5,278 -6%
SSWG
108
Seven Springs Wealth Group
Tennessee
$8.61M -$389K -3,520 -4%
BCM
109
Brookstone Capital Management
Illinois
$8.6M -$4.71M -42,653 -35%
LWM
110
Lenox Wealth Management
Ohio
$8.5M +$45.3K +410 +0.5%
KCM
111
Kathmere Capital Management
Pennsylvania
$8.45M +$1.18M +10,654 +16%
SFP
112
Shepherd Financial Partners
Massachusetts
$7.87M -$3.49M -31,626 -31%
FM
113
Foster & Motley
Ohio
$7.81M -$784K -7,096 -9%
Betterment LLC
114
Betterment LLC
New York
$7.72M -$1.36M -12,299 -15%
OMC
115
Old Mission Capital
Illinois
$7.71M -$2.83M -25,656 -27%
HNB
116
Huntington National Bank
Ohio
$7.69M -$11M – –
CA
117
Corrado Advisors
New Jersey
$7.65M +$7.65M +69,293 New
CAL
118
Capital Analysts LLC
Pennsylvania
$7.49M -$262K -2,374 -3%
SHIM
119
Stone House Investment Management
Pennsylvania
$7.46M +$7.46M +67,546 New
MWM
120
Merriman Wealth Management
Washington
$7.43M +$7.43M +67,263 New
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$7.37M +$7.37M +66,763 New
JIR
122
James Investment Research
Ohio
$7.33M -$580K -5,252 -7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$7.16M -$5.41M -49,091 -43%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$7.04M -$125K -1,128 -2%
KL
125
KWMG LLC
Kansas
$6.93M +$308K +2,786 +5%
3 4
5
6 7