MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
2
Wells Fargo
California
$715M
3
IA
3
IndexIQ Advisors
New York
$69.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$245M
5
Jane Street
5
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$172M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$512M
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
4
AssetMark Inc
California
$66.9M
5
1CP
5
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$275K -$89.5K -867 -25%
IWC
227
Integrated Wealth Concepts
Massachusetts
$275K +$21K +204 +8%
FA
228
FC Advisory
Pennsylvania
$260K +$260K +2,512 New
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$250K -$2.15M -20,828 -90%
CG
230
Colony Group
Massachusetts
$241K -$7.24K -70 -3%
EWM
231
Evercore Wealth Management
New York
$231K -$2.58K -25 -1%
GLA
232
Good Life Advisors
Pennsylvania
$222K +$222K +2,124 New
OC
233
Oakworth Capital
Alabama
$220K – – –
HFS
234
HL Financial Services
Kentucky
$217K +$217K +2,100 New
SAM
235
Shamrock Asset Management
Texas
$211K – – –
FAT
236
First American Trust
California
$210K -$36.9K -358 -15%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$207K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$204K -$6.5K -63 -3%
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$203K -$8.11M -78,180 -98%
CCM
240
Covington Capital Management
California
$174K – – –
PCG
241
Private Capital Group
Connecticut
$167K +$155K +1,497 +1,237%
PA
242
Parallel Advisors
California
$159K +$104K +999 +187%
GWM
243
Geneos Wealth Management
Colorado
$158K +$100K +968 +172%
AWM
244
Avondale Wealth Management
Texas
$155K -$224K -2,177 -59%
MFW
245
Mosaic Family Wealth
Missouri
$152K -$86.6K -848 -36%
PSC
246
Prentiss Smith & Co
Vermont
$150K – – –
MAM
247
Meeder Asset Management
Ohio
$135K -$19.4K -188 -13%
BCI
248
Brinker Capital Investments
Pennsylvania
$132K +$130K +1,259 +5,995%
LNB
249
Ledyard National Bank
$122K -$18K -175 -13%
APP
250
Avantax Planning Partners
Iowa
$116K +$116K +1,123 New
8 9
10
11 12