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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 %
DTIM
201
Danda Trouve Investment Management
Kansas
$3.09M +$664 +6 +0%
AIM
202
Acropolis Investment Management
Missouri
$3.06M -$76.1K -687 -2%
SFA
203
Sequoia Financial Advisors
Ohio
$3.04M +$234K +2,114 +8%
HW
204
Hedeker Wealth
Illinois
$2.99M +$2.99M +27,047 New
CST
205
Charles Schwab Trust
Nevada
$2.96M -$1.54M -13,939 -34%
KP
206
Keel Point
Alabama
$2.94M +$2.94M +26,550 New
GFPC
207
Global Financial Private Capital
Florida
$2.89M -$5.92M -53,510 -67%
SAS
208
Stelac Advisory Services
New York
$2.88M +$1.72M +15,524 +148%
PWPCM
209
Perella Weinberg Partners Capital Management
New York
$2.81M -$10.4K -94 -0.4%
BEC
210
Blue Edge Capital
Virginia
$2.81M +$74.1K +669 +3%
Prudential Financial
211
Prudential Financial
New Jersey
$2.78M -$1.56M -14,138 -36%
CGI
212
Cougar Global Investments
Ontario, Canada
$2.74M +$2.74M +24,708 New
HCA
213
Harbour Capital Advisors
Virginia
$2.72M +$1.52M +13,765 +127%
BEI
214
Benjamin Edwards Inc
Missouri
$2.68M +$2.59M +23,433 +3,188%
VAS
215
Vestmark Advisory Solutions
Massachusetts
$2.6M -$445K -4,021 -15%
CW
216
CreativeOne Wealth
Kansas
$2.56M +$55.8K +504 +2%
SCA
217
Snowden Capital Advisors
New York
$2.53M -$1.41M -12,741 -36%
OAM
218
Oppenheimer Asset Management
New York
$2.53M -$3.71M -33,537 -59%
RWA
219
Redhawk Wealth Advisors
Minnesota
$2.53M +$167K +1,512 +7%
OPS
220
Orion Portfolio Solutions
Nebraska
$2.51M +$2.4M +21,693 +2,148%
Citigroup
221
Citigroup
New York
$2.46M -$94.5K -854 -4%
BOTW
222
Bank of the West
California
$2.46M -$453K -4,096 -16%
PA
223
PFG Advisors
Arizona
$2.46M +$884K +7,995 +56%
WQ
224
Wealth Quarterback
New Jersey
$2.44M +$803K +7,256 +49%
IWP
225
Icon Wealth Partners
Texas
$2.41M -$669K -6,045 -22%
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