iShares MBS ETF
MBB
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.
97% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 38
44% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 108
31% more capital invested
Capital invested by funds: $10.9B → $14.3B (+$3.34B)
9% more funds holding
Funds holding: 356 → 389 (+33)
1.53% more ownership
Funds ownership: 88.73% → 90.27% (+1.5%)
4% more call options, than puts
Call options by funds: $287K | Put options by funds: $277K
17% less funds holding in top 10
Funds holding in top 10: 29 → 24 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.29B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$920M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$219M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$149M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
-$52M |
| 2 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$23.4M |
| 3 |
BlackRock
New York
|
-$20M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
-$19.5M |
| 5 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
-$9.16M |
MBB Hedge Fund Activity: Q1 2019 in Review
389 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2019, worth a combined $14.3B — up 31% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new MBB positions and 38 closed out — a net gain of 37 holders — while 155 added to existing stakes and 108 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.29B. The largest seller was Price Capital Management, cutting an estimated $52M.
- 389 institutional investors held iShares MBS ETF (MBB) as of Q1 2019, up from 356 in Q4 2018.
- Funds reported $14.3B of iShares MBS ETF stock for Q1 2019, up 31% quarter-over-quarter.
- 75 funds opened new iShares MBS ETF positions in Q1 2019 and 38 closed out, a net change of +37 holders.
- The largest iShares MBS ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $1.29B added.
- The largest iShares MBS ETF seller in Q1 2019 was Price Capital Management, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2019.