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iShares MBS ETF
MBB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
Bank of America
North Carolina
$5.8B
3
Wells Fargo
Wells Fargo
California
$937M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
Price Capital Management
Louisiana
$1.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
BlackRock
New York
$146M
4
RBA
Richard Bernstein Advisors
New York
$0
5
HNB
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
251
Hayden Royal
North Carolina
$376K +$376K +3,540 New
MWM
252
Merriman Wealth Management
Washington
$372K +$372K +3,496 New
IAA
253
Ironsides Asset Advisors
North Carolina
$372K +$372K +3,500 New
KWM
254
Kingsview Wealth Management
Oregon
$369K +$369K +3,469 New
CW
255
CreativeOne Wealth
Kansas
$364K -$23.1K -217 -6%
OWP
256
Obermeyer Wealth Partners
Colorado
$362K – – –
TFGT
257
TS Financial Group (TSFG)
Illinois
$358K +$358K +3,370 New
VWM
258
Venturi Wealth Management
Texas
$357K +$357K +3,378 New
LTI
259
Laffer Tengler Investments
Tennessee
$356K -$11.8K -111 -3%
TA
260
TMD & Associates
Arizona
$353K -$21.3K -200 -6%
WP
261
WealthSource Partners
California
$353K +$353K +3,317 New
MAU
262
MRA Associates USA
Arizona
$349K – – –
SFP
263
Shepherd Financial Partners
Massachusetts
$344K +$35.4K +333 +11%
BRWA
264
B. Riley Wealth Advisors
Florida
$338K -$8.75K -82 -3%
TF
265
Trek Financial
Arizona
$334K +$1.38K +13 +0.4%
Federated Hermes
266
Federated Hermes
Pennsylvania
$332K -$1.09M -10,265 -77%
IA
267
IFG Advisory
Georgia
$328K -$65.9K -620 -17%
SFS
268
Sowell Financial Services
Arkansas
$322K -$36.1K -339 -10%
LPIC
269
LeJeune Puetz Investment Counsel
Michigan
$319K – – –
CWS
270
Cypress Wealth Services
California
$316K -$22.5K -212 -7%
CHAM
271
Clear Harbor Asset Management
Connecticut
$312K – – –
M&T Bank
272
M&T Bank
New York
$301K +$23.6K +222 +9%
LFAS
273
Level Four Advisory Services
Texas
$299K -$339K -3,187 -53%
IAS
274
IMA Advisory Services
Colorado
$298K -$4.9K -46 -2%
AWM
275
AE Wealth Management
Kansas
$295K +$46.8K +440 +19%
9 10
11
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