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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 %
BC
176
Bartlett & Co
Ohio
$3.87M +$140K +1,265 +4%
BCWM
177
Bartlett & Co Wealth Management
Ohio
$3.87M +$140K +1,265 +4%
Bank Julius Baer & Co
178
Bank Julius Baer & Co
Switzerland
$3.85M +$3.85M +34,733 New
BWAM
179
Boyd Watterson Asset Management
Ohio
$3.79M -$965K -8,721 -20%
AFWM
180
AMJ Financial Wealth Management
Virginia
$3.78M +$3.78M +34,120 New
FSA
181
Financial Sense Advisors
California
$3.74M -$136K -1,225 -4%
PG
182
Proffitt & Goodson
Tennessee
$3.71M +$298K +2,689 +9%
MML Investors Services
183
MML Investors Services
Massachusetts
$3.71M -$19.8M -178,856 -84%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$3.67M -$1.06M -9,620 -23%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$3.65M +$2.97M +26,830 +439%
SWP
186
Stratos Wealth Partners
Ohio
$3.6M -$80.7K -729 -2%
SFA
187
Semmax Financial Advisors
North Carolina
$3.59M +$2.19M +19,825 +157%
Invesco
188
Invesco
Georgia
$3.58M -$85.8K -775 -2%
TF
189
Trek Financial
Arizona
$3.57M -$376K -3,393 -10%
AI
190
Atria Investments
North Carolina
$3.49M +$3.49M +31,559 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$3.48M +$28.9K +261 +0.8%
PAG
192
Pinnacle Advisory Group
Maryland
$3.43M -$78.7K -711 -2%
CIA
193
Compass Ion Advisors
Pennsylvania
$3.33M +$214K +1,935 +7%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$3.25M -$345K -3,116 -10%
FA
195
Forefront Analytics
Pennsylvania
$3.24M +$576K +5,206 +22%
LWANC
196
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.22M +$1.33M +12,050 +71%
CB
197
Commerce Bank
Missouri
$3.19M -$75.3K -680 -2%
MAFM
198
Mid Atlantic Financial Management
Pennsylvania
$3.17M -$787K -7,110 -20%
TPCW
199
TD Private Client Wealth
New York
$3.14M +$3.04M +27,444 +3,026%
IFS
200
Ifrah Financial Services
Arkansas
$3.11M -$22.3K -201 -0.7%
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