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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 %
MBT
251
Montecito Bank & Trust
California
$263K +$263K +2,511 New
SAM
252
Shamrock Asset Management
Texas
$262K +$47.8K +457 +22%
SS
253
Simplicity Solutions
Minnesota
$248K -$1.56M -14,901 -86%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$248K -$214K -2,055 -46%
AWM
255
AE Wealth Management
Kansas
$244K -$40.3K -385 -14%
PPP
256
Private Portfolio Partners
New Jersey
$243K +$243K +2,319 New
GJIC
257
Gamble Jones Investment Counsel
California
$240K -$43.7K -418 -15%
HFS
258
HL Financial Services
Kentucky
$239K +$19.6K +188 +9%
GWM
259
Geneos Wealth Management
Colorado
$238K +$77.2K +735 +48%
DI
260
DFPG Investments
Utah
$236K +$236K +2,251 New
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$235K +$30K +287 +15%
EWM
262
Evercore Wealth Management
New York
$234K – – –
BFEC
263
Benjamin F. Edwards & Company
Missouri
$230K -$5.55M -53,112 -96%
FPCP
264
Fort Point Capital Partners
California
$223K -$90.9K -868 -29%
OC
265
Oakworth Capital
Alabama
$222K – – –
FWIA
266
Fort Washington Investment Advisors
Ohio
$212K +$212K +2,024 New
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$209K -$2.93M -28,000 -93%
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$209K – – –
CIAS
269
Capital Investment Advisory Services
North Carolina
$208K +$1.15K +11 +0.6%
MAM
270
Meeder Asset Management
Ohio
$206K +$68.9K +658 +50%
WIA
271
World Investment Advisors
California
$203K +$203K +1,931 New
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$187K +$81.1K +777 +77%
B
273
Barings
North Carolina
$183K +$183K +1,750 New
FHA
274
Flagship Harbor Advisors
Massachusetts
$181K -$391K -3,745 -68%
CCM
275
Covington Capital Management
California
$173K -$3.24K -31 -2%
9 10
11
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