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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.69B 51,424,186 -670,950 -1%
Charles Schwab
2
Charles Schwab
California
$1.18B 10,616,030 +233,964 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09B 9,883,340 +425,668 +5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$841M 7,601,543 +529,934 +7%
Wells Fargo
5
Wells Fargo
California
$824M 7,447,367 -847,489 -10%
Ameriprise
6
Ameriprise
Minnesota
$627M 5,751,533 +1,285,388 +29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$531M 4,797,534 -3,783,210 -44%
Morgan Stanley
8
Morgan Stanley
New York
$454M 4,101,775 +272,775 +7%
BlackRock
9
BlackRock
New York
$330M 2,981,344 -6,969,716 -70%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$321M 2,903,116 -85,453 -3%
LPL Financial
11
LPL Financial
California
$254M 2,294,889 -174,581 -7%
Stifel Financial
12
Stifel Financial
Missouri
$240M 2,165,165 +20,017 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$235M 2,118,858 +266,507 +14%
UCFA
14
United Capital Financial Advisors
Texas
$229M 2,070,564 +13,122 +0.6%
Jane Street
15
Jane Street
New York
$223M 2,018,449 +474,145 +31%
AssetMark Inc
16
AssetMark Inc
California
$181M 1,632,498 +103,932 +7%
Truist Financial
17
Truist Financial
North Carolina
$173M 1,562,796 -74,615 -5%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$145M 1,311,710 +1,244,947 +1,865%
UBS Group
19
UBS Group
Switzerland
$127M 1,145,790 +269,175 +31%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$112M 1,015,895 -13,000 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$111M 1,004,886 -13,914 -1%
CSIA
22
Charles Schwab Investment Advisory
California
$109M 986,735 -281,721 -22%
HCM
23
Hilton Capital Management
New York
$99.7M 900,512 +900,512 New
RIG
24
RiverFront Investment Group
Virginia
$95.4M 861,789 +17,180 +2%
AIA
25
Avalon Investment & Advisory
Texas
$92.2M 832,473 -52,162 -6%
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