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iShares MBS ETF
MBB

Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$251M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$165M
3
Bank of America
Bank of America
North Carolina
+$75.6M
4
Barclays
Barclays
United Kingdom
+$54.9M
5
BlackRock
BlackRock
New York
+$38.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$355M
2
Jane Street
Jane Street
New York
-$136M
3
Goldman Sachs
Goldman Sachs
New York
-$33.5M
4
UBS Group
UBS Group
Switzerland
-$23.9M
5
Morgan Stanley
Morgan Stanley
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
226
Global Financial Private Capital
Florida
$272K +$272K +2,613 New
DC
227
Derby & Company
Massachusetts
$261K -$127K -1,221 -33%
IWC
228
Integrated Wealth Concepts
Massachusetts
$256K +$256K +2,463 New
FAT
229
First American Trust
California
$250K – – –
CG
230
Colony Group
Massachusetts
$250K – – –
MFW
231
Mosaic Family Wealth
Missouri
$243K – – –
EWM
232
Evercore Wealth Management
New York
$235K +$7.28K +70 +3%
CFD
233
Creative Financial Designs
Indiana
$227K – – –
DC
234
Davenport & Co
Virginia
$227K +$936 +9 +0.4%
CS
235
Comerica Securities
Michigan
$225K -$18.1K -174 -7%
OC
236
Oakworth Capital
Alabama
$221K – – –
SAM
237
Shamrock Asset Management
Texas
$213K +$1.67K +16 +0.8%
CIAS
238
Capital Investment Advisory Services
North Carolina
$213K +$11.4K +109 +6%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$208K – – –
CCM
240
Covington Capital Management
California
$176K -$23.5K -225 -12%
GCM
241
Gables Capital Management
Florida
$167K – – –
MAM
242
Meeder Asset Management
Ohio
$156K +$24.5K +235 +19%
PSC
243
Prentiss Smith & Co
Vermont
$151K – – –
LNB
244
Ledyard National Bank
$141K -$109K -1,045 -43%
PCP
245
Proficio Capital Partners
Massachusetts
$130K +$130K +1,245 New
SF
246
Synovus Financial
Georgia
$114K – – –
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$106K – – –
RFC
248
Regions Financial Corp
Alabama
$106K +$97.7K +935 +1,184%
ASN
249
Advisory Services Network
Georgia
$99K -$17.1K -164 -15%
WTC
250
WhitTier Trust Company
Nevada
$96K – – –
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10
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