iShares MBS ETF
570 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 269 increasing their positions, 154 reducing their positions, and 50 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 154
64% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 50
7% more capital invested
Capital invested by funds: $17.9B → $19.1B (+$1.19B)
5% more funds holding
Funds holding: 542 → 570 (+28)
5% more funds holding in top 10
Funds holding in top 10: 60 → 63 (+3)
1.7% more ownership
Funds ownership: 83.19% → 84.89% (+1.7%)
96% less call options, than puts
Call options by funds: $4.31M | Put options by funds: $114M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$582M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$281M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$105M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$64.9M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$145M |
| 2 |
BlackRock
New York
|
-$140M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$95.1M |
| 4 |
JP Morgan Chase
New York
|
-$92M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$59.1M |
MBB Hedge Fund Activity: Q3 2020 in Review
570 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q3 2020, worth a combined $19.1B — up 6.6% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new MBB positions and 50 closed out — a net gain of 32 holders — while 269 added to existing stakes and 154 trimmed.
The largest buyer was Bank of America, adding an estimated $582M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $145M sold.
- 570 institutional investors held iShares MBS ETF (MBB) as of Q3 2020, up from 542 in Q2 2020.
- Funds reported $19.1B of iShares MBS ETF stock for Q3 2020, up 6.6% quarter-over-quarter.
- 82 funds opened new iShares MBS ETF positions in Q3 2020 and 50 closed out, a net change of +32 holders.
- The largest iShares MBS ETF buyer in Q3 2020 was Bank of America, an estimated $582M added.
- The largest iShares MBS ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $145M sold.
Based on aggregated 13F filings for Q3 2020.