MBB icon

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.

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
1
Charles Schwab
California
$1.15B
2
Jane Street
2
Jane Street
New York
$171M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$85.9M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$68M
5
Morgan Stanley
5
Morgan Stanley
New York
$423M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$140M
2
Barclays
2
Barclays
United Kingdom
$0
3
Bank of America
3
Bank of America
North Carolina
$5.75B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$948M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.75B 52,095,136 -4,407,526 -8%
Charles Schwab
2
Charles Schwab
California
$1.15B 10,382,066 +10,382,066 New
BlackRock
3
BlackRock
New York
$1.1B 9,951,060 -533,373 -5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.04B 9,457,672 +121,190 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$948M 8,580,744 -1,899,226 -18%
Wells Fargo
6
Wells Fargo
California
$916M 8,294,856 -640,846 -7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$781M 7,071,609 +258,478 +4%
Ameriprise
8
Ameriprise
Minnesota
$492M 4,466,145 +462,584 +12%
Morgan Stanley
9
Morgan Stanley
New York
$423M 3,829,000 +514,162 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$330M 2,988,569 -74,430 -2%
LPL Financial
11
LPL Financial
California
$273M 2,469,470 -1,276 -0.1%
Stifel Financial
12
Stifel Financial
Missouri
$237M 2,145,148 -121,022 -5%
UCFA
13
United Capital Financial Advisors
Texas
$225M 2,057,442 -44,640 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$205M 1,852,351 +83,467 +5%
Principal Financial Group
15
Principal Financial Group
Iowa
$192M 1,741,289 -1,511 -0.1%
Truist Financial
16
Truist Financial
North Carolina
$181M 1,637,411 +188,544 +13%
Jane Street
17
Jane Street
New York
$171M 1,544,304 +1,544,304 New
AssetMark Inc
18
AssetMark Inc
California
$169M 1,528,566 +93,452 +7%
CSIA
19
Charles Schwab Investment Advisory
California
$140M 1,268,456 -9,523,231 -88%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$114M 1,028,895 +2,295 +0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$113M 1,018,800 -175,114 -15%
AIA
22
Avalon Investment & Advisory
Texas
$97.7M 884,635 -15,116 -2%
UBS Group
23
UBS Group
Switzerland
$96.8M 876,615 -101,963 -10%
RIG
24
RiverFront Investment Group
Virginia
$93.3M 844,609 +2,232 +0.3%
Osaic Holdings
25
Osaic Holdings
Arizona
$85.9M 930,972 +930,972 New
1
2 3 4 5