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

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$140M
2
Barclays
Barclays
United Kingdom
$0
3
Bank of America
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$948M
5
CIM
Centersquare Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$3.73M +$1.34M +12,141 +56%
BC
177
Bartlett & Co
Ohio
$3.73M +$3.73M +33,730 New
SWP
178
Stratos Wealth Partners
Ohio
$3.67M +$633K +5,728 +21%
Invesco
179
Invesco
Georgia
$3.66M -$119K -1,077 -3%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$3.59M -$734K -6,646 -17%
LWA
181
Lineweaver Wealth Advisors
Ohio
$3.51M -$2.52M -22,810 -42%
PAG
182
Pinnacle Advisory Group
Maryland
$3.5M -$48.9K -443 -1%
IWC
183
Integrated Wealth Concepts
Massachusetts
$3.44M +$684K +6,195 +25%
PG
184
Proffitt & Goodson
Tennessee
$3.4M -$27.9K -253 -0.8%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$3.4M +$3.14M +28,400 +1,183%
TPWA
186
TRUE Private Wealth Advisors
Oregon
$3.29M +$1M +9,064 +44%
CB
187
Commerce Bank
Missouri
$3.25M -$476K -4,310 -13%
TD Asset Management
188
TD Asset Management
Ontario, Canada
$3.23M +$3.23M +29,250 New
CWG
189
Cornerstone Wealth Group
North Carolina
$3.22M -$140K -1,270 -4%
MM
190
Meridian Management
Arkansas
$3.14M -$1.12M -10,161 -26%
AIM
191
Acropolis Investment Management
Missouri
$3.13M -$289K -2,616 -8%
IFS
192
Ifrah Financial Services
Arkansas
$3.12M +$39.2K +355 +1%
CAM
193
Concorde Asset Management
Michigan
$3.11M -$1.21M -10,916 -28%
CIA
194
Compass Ion Advisors
Pennsylvania
$3.11M +$3.11M +28,124 New
State Street
195
State Street
Massachusetts
$3.08M -$11.3K -102 -0.4%
DTIM
196
Danda Trouve Investment Management
Kansas
$3.08M +$285K +2,584 +10%
IWP
197
Icon Wealth Partners
Texas
$3.07M -$1.35M -12,223 -31%
MBT
198
Montecito Bank & Trust
California
$3.07M -$513K -4,645 -14%
VAS
199
Vestmark Advisory Solutions
Massachusetts
$3.04M +$1.21M +10,966 +66%
HPC
200
Hobart Private Capital
North Carolina
$3.02M -$919K -8,324 -23%
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