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iShares MBS ETF
MBB

Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$684M
2
CSIA
2
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
3
Bank of America
North Carolina
$6.03B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
5
BlackRock
New York
$220M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
2
Sage Advisory Services
Texas
$10.2M
3
Jane Street
3
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$24.8M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Autus Asset Management
Arizona
$795K +$795K +7,395 New
CWM
227
Chesapeake Wealth Management
Virginia
$788K -$126K -1,173 -14%
FNBOSM
228
First National Bank of South Miami
Florida
$780K -$4.96K -46 -0.6%
MA
229
MUFG Americas
New York
$758K +$26.6K +247 +4%
KM
230
Kalos Management
Georgia
$747K -$1.96M -18,188 -72%
IWC
231
Integrated Wealth Concepts
Massachusetts
$728K +$328K +3,048 +82%
VWM
232
Venturi Wealth Management
Texas
$728K +$365K +3,391 +100%
WI
233
WrapManager Inc
California
$691K +$170K +1,584 +33%
Creative Planning
234
Creative Planning
Kansas
$689K +$65.2K +606 +10%
W
235
WealthOne
New York
$686K -$138K -1,286 -17%
FCA
236
FinTrust Capital Advisors
South Carolina
$678K +$160K +1,483 +31%
PFA
237
Pettinga Financial Advisors
Indiana
$665K -$107K -994 -14%
LW
238
Linscomb Wealth
Texas
$646K -$8.93K -83 -1%
JCM
239
Jacobi Capital Management
Pennsylvania
$643K +$64.8K +602 +11%
CW
240
CreativeOne Wealth
Kansas
$638K +$270K +2,515 +73%
PCM
241
Peak Capital Management
Colorado
$598K -$12.6K -117 -2%
IP
242
Intellectus Partners
California
$597K -$153K -1,424 -20%
BHWM
243
Bay Harbor Wealth Management
Maryland
$592K +$516K +4,795 +674%
GWM
244
Geneos Wealth Management
Colorado
$581K +$31.8K +296 +6%
CCA
245
Cobblestone Capital Advisors
New York
$576K +$78K +725 +16%
BRWA
246
B. Riley Wealth Advisors
Florida
$574K +$233K +2,163 +68%
WWM
247
Western Wealth Management
Colorado
$567K +$44.6K +413 +9%
EWA
248
EP Wealth Advisors
California
$561K +$71.7K +666 +15%
Wolverine Trading
249
Wolverine Trading
Illinois
$560K +$560K +5,200 New
AWM
250
Avondale Wealth Management
Texas
$551K +$30.6K +284 +6%
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