MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$5.8B
3
Wells Fargo
3
Wells Fargo
California
$937M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$1.6M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$146M
4
RBA
4
Richard Bernstein Advisors
New York
$0
5
HNB
5
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avondale Wealth Management
Texas
$515K – – –
WI
227
WrapManager Inc
California
$515K +$98.6K +927 +24%
MRC
228
Millburn Ridgefield Corp
New York
$514K -$14.7K -138 -3%
WWM
229
Western Wealth Management
Colorado
$514K +$59.6K +561 +13%
FCA
230
FinTrust Capital Advisors
South Carolina
$512K +$444K +4,174 +650%
EWA
231
ERTS Wealth Advisors
Michigan
$506K +$464K +4,361 +1,098%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$494K +$494K +4,643 New
CCA
233
Cobblestone Capital Advisors
New York
$492K -$4.77M -44,918 -91%
EWA
234
EP Wealth Advisors
California
$484K -$223K -2,094 -32%
ACP
235
Aveo Capital Partners
Colorado
$469K +$173K +1,626 +58%
SAM
236
Shamrock Asset Management
Texas
$463K +$197K +1,852 +74%
FNT
237
First National Trust
Pennsylvania
$457K +$14.3K +135 +3%
PPA
238
Parametric Portfolio Associates
Washington
$457K +$84.2K +792 +23%
ECA
239
Elevated Capital Advisors
Utah
$451K +$451K +4,100 New
BF
240
Blankinship & Foster
California
$431K -$1.15M -10,758 -73%
FIM
241
Freedom Investment Management
Connecticut
$425K -$224K -2,106 -35%
TWM
242
Torch Wealth Management
Ohio
$420K -$10.6K -100 -2%
DAS
243
Dynamic Advisor Solutions
Arizona
$413K +$1.17K +11 +0.3%
AWS
244
AJ Wealth Strategies
New York
$406K +$83.8K +789 +26%
ACM
245
AlphaStar Capital Management
North Carolina
$402K +$402K +3,780 New
IWC
246
Integrated Wealth Concepts
Massachusetts
$395K +$36.6K +344 +10%
LWANC
247
Laurel Wealth Advisors (North Carolina)
North Carolina
$394K +$394K +3,703 New
BBA
248
Braun-Bostich & Associates
Pennsylvania
$392K -$279K -2,621 -42%
HWM
249
Highwater Wealth Management
Colorado
$387K -$68.2K -641 -15%
FHC
250
First Heartland Consultants
Missouri
$380K +$380K +3,568 New
8 9
10
11 12