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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 %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$105K – – –
SF
252
Synovus Financial
Georgia
$104K -$9.43K -91 -8%
ASN
253
Advisory Services Network
Georgia
$99K +$928 +9 +0.9%
CFD
254
Creative Financial Designs
Indiana
$97K -$128K -1,241 -57%
WTC
255
WhitTier Trust Company
Nevada
$95K – – –
ML
256
McAdam LLC
Pennsylvania
$93K – – –
BAM
257
Barrett Asset Management
New York
$90K – – –
GCM
258
Gables Capital Management
Florida
$83K -$83K -800 -50%
M
259
MOTCO
Texas
$83K +$83K +807 New
SAM
260
Solaris Asset Management
New York
$82K – – –
LFASL
261
Lugano Financial Advisors SA (LFA)
Switzerland
$80K -$320K -3,080 -80%
AF
262
Advisornet Financial
Minnesota
$78K -$16.6K -161 -18%
RWA
263
River Wealth Advisors
Pennsylvania
$75K +$75K +730 New
WAM
264
Wealthspire Advisors (Maryland)
Maryland
$72K – – –
CAL
265
Capital Advisors Ltd
Ohio
$67K +$67K +652 New
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.1K – – –
WT
267
Whittier Trust
California
$62K +$51.5K +497 +492%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$62K +$62K +601 New
FGAM
269
Financial Gravity Asset Management
Texas
$57K -$204 -2 -0.4%
AIP
270
Ameritas Investment Partners
Nebraska
$56K +$714 +7 +1%
SWM
271
SeaCrest Wealth Management
New York
$54K – – –
AWM
272
AllSquare Wealth Management
New York
$52K – – –
OIA
273
OneDigital Investment Advisors
Kansas
$50K +$50K +487 New
BCM
274
Brasada Capital Management
Texas
$48K +$48K +468 New
MWPCG
275
Measured Wealth Private Client Group
New Hampshire
$47K +$47K +455 New
9 10
11
12 13