iShares MBS ETF
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, 195 reducing their positions, and 74 closing their positions.
11% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 74
9% more funds holding in top 10
Funds holding in top 10: 55 → 60 (+5)
1% more funds holding
Funds holding: 537 → 543 (+6)
7% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 195
3% less capital invested
Capital invested by funds: $18.4B → $17.9B (-$532M)
4% less call options, than puts
Call options by funds: $278M | Put options by funds: $290M
1.46% less ownership
Funds ownership: 84.66% → 83.2% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$142M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$138M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$99.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$65.1M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$58.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$772M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$419M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$192M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$93.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$74.3M |
MBB Hedge Fund Activity: Q2 2020 in Review
543 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q2 2020, worth a combined $17.9B — down 2.9% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new MBB positions and 74 closed out — a net gain of 8 holders — while 208 added to existing stakes and 195 trimmed.
The largest buyer was Ameriprise, adding an estimated $142M. The largest seller was BlackRock, cutting an estimated $772M.
- 543 institutional investors held iShares MBS ETF (MBB) as of Q2 2020, up from 537 in Q1 2020.
- Funds reported $17.9B of iShares MBS ETF stock for Q2 2020, down 2.9% quarter-over-quarter.
- 82 funds opened new iShares MBS ETF positions in Q2 2020 and 74 closed out, a net change of +8 holders.
- The largest iShares MBS ETF buyer in Q2 2020 was Ameriprise, an estimated $142M added.
- The largest iShares MBS ETF seller in Q2 2020 was BlackRock, an estimated $772M sold.
Based on aggregated 13F filings for Q2 2020.