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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 %
TA
276
TMD & Associates
Arizona
$357K – – –
AWM
277
Alterna Wealth Management
Texas
$357K +$357K +3,319 New
SFP
278
Shepherd Financial Partners
Massachusetts
$354K +$6.02K +56 +2%
MAU
279
MRA Associates USA
Arizona
$353K – – –
BPB
280
Badgley, Phelps & Bell
Washington
$352K +$352K +3,270 New
IA
281
IFG Advisory
Georgia
$350K +$18.1K +168 +5%
FHC
282
First Heartland Consultants
Missouri
$347K -$36.9K -343 -10%
LPIC
283
LeJeune Puetz Investment Counsel
Michigan
$334K +$11.2K +104 +3%
VWA
284
V Wealth Advisors
Kansas
$328K +$328K +3,042 New
Federated Hermes
285
Federated Hermes
Pennsylvania
$327K -$8.05K -75 -2%
WS
286
Wedbush Securities
California
$325K +$325K +3,022 New
WIA
287
World Investment Advisors
California
$323K +$86.5K +799 +37%
CHAM
288
Clear Harbor Asset Management
Connecticut
$316K – – –
WP
289
WealthShield Partners
North Carolina
$314K +$261K +2,425 +495%
DBT
290
Dubuque Bank & Trust
Iowa
$312K +$16.8K +156 +6%
CFA
291
Carroll Financial Associates
North Carolina
$307K +$175K +1,632 +133%
IAS
292
IMA Advisory Services
Colorado
$301K – – –
MFG
293
MidWestOne Financial Group
Iowa
$297K +$297K +2,758 New
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
$287K -$4.37M -40,666 -94%
M&T Bank
295
M&T Bank
New York
$287K -$17K -158 -6%
GIA
296
Gladstone Institutional Advisory
Florida
$287K +$287K +2,670 New
FWP
297
FAS Wealth Partners
Kansas
$286K +$28K +260 +11%
Mariner
298
Mariner
Kansas
$285K +$285K +2,649 New
SC
299
Scotia Capital
Ontario, Canada
$282K +$282K +2,625 New
WPSG
300
Wealth & Pension Services Group
Georgia
$280K -$4.84K -45 -2%
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