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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 %
AIM
276
Anchor Investment Management
South Carolina
$45.5K – – –
Bessemer Group
277
Bessemer Group
New Jersey
$44K +$44K +425 New
WF
278
WealthTrust Fairport
Ohio
$43K – – –
NFG
279
Next Financial Group
Texas
$43K +$43K +420 New
PGWM
280
Parisi Gray Wealth Management
New Jersey
$38K – – –
RCG
281
Ruggie Capital Group
Florida
$36K -$18.8K -182 -34%
RFC
282
Regions Financial Corp
Alabama
$35K -$70.9K -679 -67%
BRC
283
Bell Rock Capital
Delaware
$34K – – –
WPA
284
West Paces Advisors
Georgia
$33.1K – – –
AIM
285
Advantage Investment Management
Iowa
$33K – – –
PCP
286
Proficio Capital Partners
Massachusetts
$30K -$98.8K -955 -77%
DWM
287
Destination Wealth Management
California
$29K – – –
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$29K – – –
CFA
289
Carroll Financial Associates
North Carolina
$24K +$304 +3 +1%
RFWA
290
RPg Family Wealth Advisory
Massachusetts
$21.6K -$6.1K -59 -22%
BA
291
Ballew Advisors
Mississippi
$21K – – –
RCA
292
Rowland Carmichael Advisors
Arizona
$20K – – –
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
APA
294
American Portfolios Advisors
New York
$17.6K +$6.3K +61 +56%
WB
295
Webster Bank
Connecticut
$17K – – –
PO
296
Private Ocean
California
$16K – – –
VFA
297
Valeo Financial Advisors
Indiana
$16K – – –
QCIG
298
Quad-Cities Investment Group
Iowa
$15K – – –
CAL
299
Capital Analysts LLC
Pennsylvania
$13K – – –
WC
300
Whitney & Co
New York
$13K +$103 +1 +0.8%
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12
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