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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 %
SFA
201
Semmax Financial Advisors
North Carolina
$4.02M +$443K +4,011 +12%
BWAM
202
Boyd Watterson Asset Management
Ohio
$4M +$222K +2,011 +6%
CW
203
CreativeOne Wealth
Kansas
$4M +$1.45M +13,123 +57%
FAAS
204
First Allied Advisory Services
California
$3.94M -$489K -4,430 -11%
MML Investors Services
205
MML Investors Services
Massachusetts
$3.94M +$243K +2,200 +7%
PAG
206
Pinnacle Advisory Group
Maryland
$3.91M +$493K +4,461 +14%
SWP
207
Stratos Wealth Partners
Ohio
$3.86M +$266K +2,405 +7%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$3.75M +$112K +1,010 +3%
TPCW
209
TD Private Client Wealth
New York
$3.64M +$513K +4,650 +16%
AAM
210
Autus Asset Management
Arizona
$3.47M +$1.2M +10,900 +53%
FSA
211
Financial Sense Advisors
California
$3.45M -$275K -2,488 -7%
Invesco
212
Invesco
Georgia
$3.41M -$155K -1,400 -4%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$3.37M +$2.33M +21,087 +223%
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.36M -$986K -8,936 -23%
Prudential Financial
215
Prudential Financial
New Jersey
$3.29M +$512K +4,637 +18%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$1.44K +13 +0%
DTIM
217
Danda Trouve Investment Management
Kansas
$3.24M +$157K +1,424 +5%
SFA
218
Sequoia Financial Advisors
Ohio
$3.2M +$162K +1,469 +5%
CB
219
Commerce Bank
Missouri
$3.18M – – –
PA
220
PFG Advisors
Arizona
$3.17M +$724K +6,562 +30%
PG
221
Proffitt & Goodson
Tennessee
$3.16M -$533K -4,829 -14%
IFS
222
Ifrah Financial Services
Arkansas
$3.06M -$36.8K -333 -1%
IWC
223
Integrated Wealth Concepts
Massachusetts
$3.06M -$415K -3,762 -12%
BEC
224
Blue Edge Capital
Virginia
$2.92M +$118K +1,069 +4%
CST
225
Charles Schwab Trust
Nevada
$2.91M -$47.7K -432 -2%
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9
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