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iShares MBS ETF
MBB

Overview Fund Activity

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
Principal Financial Group
Iowa
$251M
3
Jane Street
Jane Street
New York
$175M
4
CSIA
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$955M
2
Barclays
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
4
KC
Kepos Capital
New York
$86M
5
FA
FDx Advisors
Illinois
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
226
D.A. Davidson & Co
Montana
$1.07M -$87K -804 -8%
1WA
227
180 Wealth Advisors
Washington
$1.07M -$161K -1,490 -13%
GM
228
GeoWealth Management
Illinois
$1.05M +$1.05M +9,736 New
AAM
229
Autus Asset Management
Arizona
$1.04M +$243K +2,244 +30%
HS
230
Horan Securities
United States
$971K -$43.3K -400 -4%
PA
231
PFG Advisors
Arizona
$958K +$97.9K +904 +11%
CC
232
Cypress Capital
Tennessee
$957K +$58.3K +538 +6%
WA
233
Winfield Associates
Ohio
$957K +$957K +8,835 New
OAM
234
Oppenheimer Asset Management
New York
$953K -$328K -3,027 -26%
FA
235
FC Advisory
Pennsylvania
$936K +$9.08K +84 +1%
MWM
236
Mascoma Wealth Management
New Hampshire
$921K +$121K +1,113 +15%
PFA
237
Pettinga Financial Advisors
Indiana
$914K +$245K +2,257 +37%
DIA
238
Dana Investment Advisors
Wisconsin
$909K +$15.1K +139 +2%
MFG
239
MidWestOne Financial Group
Iowa
$905K +$606K +5,600 +203%
RWMH
240
Riverpoint Wealth Management Holdings
Illinois
$884K +$2.38K +22 +0.3%
5L
241
55I LLC
Massachusetts
$884K +$14.4K +133 +2%
AWS
242
AJ Wealth Strategies
New York
$874K +$5.74K +53 +0.7%
WP
243
WealthShield Partners
North Carolina
$874K +$558K +5,153 +177%
ACM
244
Advisors Capital Management
New Jersey
$865K -$38.5K -356 -4%
FAIM
245
Financial Advocates Investment Management
Washington
$819K +$265K +2,442 +48%
CWM
246
Cabot Wealth Management
Massachusetts
$805K +$805K +7,436 New
MA
247
MUFG Americas
New York
$798K +$35.5K +328 +5%
CAG
248
Csenge Advisory Group
Florida
$797K +$797K +7,357 New
FNBOSM
249
First National Bank of South Miami
Florida
$786K – – –
CWM
250
Chesapeake Wealth Management
Virginia
$781K -$12.1K -112 -2%
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