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iShares MBS ETF
MBB

Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$339M
3
Bank of America
Bank of America
North Carolina
$5.31B
4
Barclays
Barclays
United Kingdom
$118M
5
BlackRock
BlackRock
New York
$221M

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$275K
4
UBS Group
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
301
WealthShield Partners
North Carolina
$7K -$14.7K -134 -68%
PWAG
302
Polaris Wealth Advisory Group
California
$7K – – –
MSA
303
Marino Stram & Associates
Massachusetts
$7K – – –
RFM
304
Royal Fund Management
Florida
$6K -$2.64K -29 -31%
SFG
305
SevenBridge Financial Group
Pennsylvania
$6K – – –
PK
306
Pflug Koory
Nebraska
$4K – – –
CF
307
Centaurus Financial
California
$4K +$4K +37 New
JFA
308
JNBA Financial Advisors
Minnesota
$3K +$3K +24 New
BFC
309
Bedel Financial Consulting
Indiana
$2K – – –
BCI
310
Brinker Capital Investments
Pennsylvania
$2K +$952 +10 +91%
CFN
311
Cordasco Financial Network
Florida
$2K +$2K +18 New
JWM
312
Janiczek Wealth Management
Colorado
$1K +$1K +6 New
ED
313
Exane Derivatives
France
$937 – – –
NDSI
314
Newman Dignan & Sheerar Inc
Rhode Island
$683 +$3 +26 +0.4%
NA
315
NewEdge Advisors
Louisiana
$449 +$46 +438 +11%
FRA
316
Front Row Advisors
California
$14 – – –
State Street
317
State Street
Massachusetts
– -$355M -3,394,159 Closed
Jane Street
318
Jane Street
New York
– -$136M -1,299,616 Closed
AFS
319
Amtrust Financial Services
New York
– -$15.7M -150,000 Closed
Susquehanna International Group
320
Susquehanna International Group
Pennsylvania
– -$8.69M -82,999 Closed
PWPCM
321
Perella Weinberg Partners Capital Management
New York
– -$4.92M -47,009 Closed
CRC
322
Curi RMB Capital
Illinois
– -$2.8M -26,800 Closed
Northern Trust
323
Northern Trust
Illinois
– -$25K -23,565 Closed
NFG
324
Next Financial Group
Texas
– -$2.16M -20,661 Closed
RPG
325
Risk Paradigm Group
Texas
– -$601K -5,748 Closed
11 12
13
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