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iShares MBS ETF
MBB

Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$841M
2
Barclays
Barclays
United Kingdom
+$406M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
CSIA
Charles Schwab Investment Advisory
California
+$173M
5
Truist Financial
Truist Financial
North Carolina
+$157M

Top Sellers

1
Jane Street
Jane Street
New York
-$175M
2
NP
NorthRock Partners
Minnesota
-$80.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$61.7M
4
KC
Kepos Capital
New York
-$55.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
276
Realta Investment Advisors
Delaware
$1.01M -$93.1K -863 -8%
WI
277
WrapManager Inc
California
$1.01M +$233K +2,153 +30%
UB
278
UMB Bank
Missouri
$989K +$25K +231 +3%
JCM
279
Jacobi Capital Management
Pennsylvania
$985K +$326K +3,018 +49%
BBHC
280
Brown Brothers Harriman & Co
New York
$985K +$985K +9,111 New
AWE
281
Avidian Wealth Enterprises
Texas
$973K +$411K +3,798 +73%
WA
282
Winfield Associates
Ohio
$951K -$3.67K -34 -0.4%
MFG
283
MidWestOne Financial Group
Iowa
$948K +$45.4K +420 +5%
FA
284
FC Advisory
Pennsylvania
$943K +$4.87K +45 +0.5%
LFPWM
285
Leicht Financial Planning & Wealth Management
New Jersey
$931K +$931K +8,612 New
VC
286
Vicus Capital
Pennsylvania
$894K +$197K +1,819 +28%
Creative Planning
287
Creative Planning
Kansas
$893K +$181K +1,675 +25%
DIA
288
Dana Investment Advisors
Wisconsin
$888K -$18.7K -173 -2%
Citadel Advisors
289
Citadel Advisors
Florida
$884K +$884K +8,179 New
AWS
290
AJ Wealth Strategies
New York
$882K +$10.2K +94 +1%
BAM
291
Belpointe Asset Management
Nevada
$874K -$1.29M -11,962 -60%
OAM
292
Oppenheimer Asset Management
New York
$855K -$96K -888 -10%
CAG
293
Csenge Advisory Group
Florida
$852K +$56.9K +526 +7%
CCA
294
Clearwater Capital Advisors
Illinois
$851K -$833K -7,712 -49%
VHAM
295
Van Hulzen Asset Management
California
$827K +$827K +7,657 New
MA
296
Mutual Advisors
Nebraska
$811K +$173K +1,601 +27%
IAA
297
Independent Advisor Alliance
North Carolina
$800K +$800K +7,404 New
HS
298
Horan Securities
United States
$778K -$190K -1,760 -20%
AWM
299
Alterna Wealth Management
Texas
$764K +$257K +2,378 +51%
ACM
300
Advisors Capital Management
New Jersey
$763K -$99.9K -925 -12%
10 11
12
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