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 %
Betterment LLC
151
Betterment LLC
New York
$6.09M +$186K +1,689 +3%
SCP
152
Silverleafe Capital Partners
Tennessee
$6.04M -$444K -4,025 -7%
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$6M +$6M +54,300 New
LJAC
154
L.J. Altfest & Co
New York
$5.95M +$5.95M +53,883 New
WG
155
Winton Group
United Kingdom
$5.94M +$5.94M +53,815 New
ACI
156
Alpha Cubed Investments
California
$5.83M -$38K -344 -0.6%
GRP
157
Global Retirement Partners
California
$5.82M +$140K +1,264 +2%
EH
158
Equitable Holdings
New York
$5.77M +$1.04M +9,399 +22%
QI
159
QS Investors
New York
$5.77M -$306K -2,768 -5%
OPS
160
Orion Portfolio Solutions
Nebraska
$5.75M +$3.24M +29,369 +129%
PR
161
Payden & Rygel
California
$5.46M +$5.46M +49,439 New
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.45M +$160K +1,448 +3%
TF
163
Trek Financial
Arizona
$5.38M +$1.82M +16,504 +51%
HW
164
Hedeker Wealth
Illinois
$5.35M +$2.36M +21,371 +79%
PWAG
165
Polaris Wealth Advisory Group
California
$5.29M -$2.12M -19,263 -29%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$5.28M +$551K +4,999 +12%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$5.08M +$1.42M +12,887 +39%
CF
168
Centaurus Financial
California
$5.04M +$660K +5,980 +15%
EVM
169
Eaton Vance Management
Massachusetts
$5M +$500K +4,525 +11%
KWM
170
Kingsview Wealth Management
Oregon
$4.96M +$2.83M +25,649 +133%
AI
171
Atria Investments
North Carolina
$4.92M +$1.44M +13,012 +41%
AIA
172
Angeles Investment Advisors
California
$4.91M -$15.5M -140,500 -76%
AR
173
Advisory Research
Illinois
$4.83M +$749K +6,785 +18%
MAFM
174
Mid Atlantic Financial Management
Pennsylvania
$4.82M +$1.67M +15,208 +53%
IIA
175
IPG Investment Advisors
California
$4.8M -$1.47M -13,346 -23%
5 6
7
8 9