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iShares MBS ETF
MBB

Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$684M
2
CSIA
2
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
3
Bank of America
North Carolina
$6.03B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
5
BlackRock
New York
$220M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
2
Sage Advisory Services
Texas
$10.2M
3
Jane Street
3
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$24.8M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
251
Financial Advocates Investment Management
Washington
$550K +$317K +2,948 +136%
SAM
252
Shamrock Asset Management
Texas
$547K +$78.7K +732 +17%
HR
253
Hayden Royal
North Carolina
$547K +$167K +1,557 +44%
Comerica Bank
254
Comerica Bank
Texas
$538K -$63.8K -593 -11%
DAS
255
Dynamic Advisor Solutions
Arizona
$516K +$98.7K +918 +24%
LWM
256
Liberty Wealth Management
California
$505K +$383K +3,560 +314%
MA
257
Mutual Advisors
Nebraska
$503K -$1.43M -13,288 -74%
JWS
258
Juncture Wealth Strategies
Arizona
$477K -$248K -2,303 -34%
MAM
259
Meeder Asset Management
Ohio
$477K +$247K +2,300 +108%
FNT
260
First National Trust
Pennsylvania
$463K – – –
PPA
261
Parametric Portfolio Associates
Washington
$457K -$5.49K -51 -1%
KWM
262
Kingsview Wealth Management
Oregon
$451K +$77.4K +719 +21%
BF
263
Blankinship & Foster
California
$438K +$1.94K +18 +0.4%
CIAS
264
Capital Investment Advisory Services
North Carolina
$435K +$222K +2,062 +104%
ACP
265
Aveo Capital Partners
Colorado
$434K -$41.6K -386 -9%
TWM
266
Torch Wealth Management
Ohio
$425K – – –
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$422K +$23.2K +215 +6%
FIM
268
Freedom Investment Management
Connecticut
$421K -$9.37K -87 -2%
MRC
269
Millburn Ridgefield Corp
New York
$404K -$115K -1,072 -22%
LFAS
270
Level Four Advisory Services
Texas
$379K +$76.2K +708 +25%
IAA
271
Ironsides Asset Advisors
North Carolina
$377K – – –
HWM
272
Highwater Wealth Management
Colorado
$375K -$16.1K -150 -4%
TFGT
273
TS Financial Group (TSFG)
Illinois
$368K +$5.06K +47 +1%
OWP
274
Obermeyer Wealth Partners
Colorado
$367K – – –
LTI
275
Laffer Tengler Investments
Tennessee
$358K -$2.26K -21 -0.6%
9 10
11
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