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iShares MBS ETF
MBB

Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$605M
2
RIG
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$446M
4
PCM
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.79B
2
CWM
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
Jane Street
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$216M
5
1CP
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$353K +$73.8K +705 +26%
SFS
227
Sowell Financial Services
Arkansas
$352K +$352K +3,367 New
CCM
228
Crabel Capital Management
California
$349K -$776K -7,413 -69%
SFA
229
Sequoia Financial Advisors
Ohio
$348K +$18.7K +179 +6%
FWP
230
FAS Wealth Partners
Kansas
$348K +$348K +3,322 New
MAU
231
MRA Associates USA
Arizona
$343K +$343K +3,281 New
BRWA
232
B. Riley Wealth Advisors
Florida
$341K -$87.3K -832 -20%
Lazard Asset Management
233
Lazard Asset Management
New York
$334K -$382K – –
CWS
234
Cypress Wealth Services
California
$333K +$333K +3,183 New
WPSG
235
Wealth & Pension Services Group
Georgia
$331K -$1.55M -14,788 -82%
TF
236
Trek Financial
Arizona
$328K +$328K +3,130 New
BAM
237
Belpointe Asset Management
Nevada
$322K -$656K -6,260 -67%
AWS
238
AJ Wealth Strategies
New York
$317K -$15.8K -151 -5%
LPIC
239
LeJeune Puetz Investment Counsel
Michigan
$314K -$26.2K -250 -8%
CHAM
240
Clear Harbor Asset Management
Connecticut
$307K +$11K +105 +4%
SFP
241
Shepherd Financial Partners
Massachusetts
$304K -$37.6K -359 -11%
IAS
242
IMA Advisory Services
Colorado
$298K -$115K -1,100 -28%
ACP
243
Aveo Capital Partners
Colorado
$291K +$3.34K +32 +1%
FAIM
244
Financial Advocates Investment Management
Washington
$289K -$3.98K -38 -1%
DBT
245
Dubuque Bank & Trust
Iowa
$287K – – –
ACS
246
Archford Capital Strategies
Illinois
$285K -$3.24K -31 -1%
SCC
247
Spring Creek Capital
Kansas
$279K +$279K +2,662 New
LFG
248
LifePlan Financial Group
Ohio
$278K -$118K -1,123 -30%
M&T Bank
249
M&T Bank
New York
$273K -$114K -1,087 -29%
William Blair & Company
250
William Blair & Company
Illinois
$265K -$14K -134 -5%
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