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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 %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
MWM
302
Mascoma Wealth Management
New Hampshire
$10K – – –
SIS
303
Sound Income Strategies
Florida
$8K -$4.92K -48 -38%
WP
304
WealthShield Partners
North Carolina
$7K – – –
PWAG
305
Polaris Wealth Advisory Group
California
$7K – – –
MSA
306
Marino Stram & Associates
Massachusetts
$7K – – –
SFG
307
SevenBridge Financial Group
Pennsylvania
$6K – – –
TRCT
308
Tower Research Capital (TRC)
New York
$5K -$9.06K -87 -64%
PK
309
Pflug Koory
Nebraska
$4K – – –
AA
310
Ancora Advisors
Ohio
$4K +$4K +36 New
TFA
311
Transamerica Financial Advisors
Florida
$2K -$434K -3,036 -100%
CFN
312
Cordasco Financial Network
Florida
$2K – – –
BFC
313
Bedel Financial Consulting
Indiana
$2K – – –
Financial Engines Advisors
314
Financial Engines Advisors
California
$2K +$2K +21 New
ED
315
Exane Derivatives
France
$1.03K +$103 +1 +11%
JWM
316
Janiczek Wealth Management
Colorado
$1K – – –
CF
317
Centaurus Financial
California
$219 -$3.83K -35 -95%
FRA
318
Front Row Advisors
California
$14 – – –
GLA
319
Great Lakes Advisors
Illinois
– -$2.82M -27,096 Closed
VF
320
Virtu Financial
New York
– -$1.76M -16,909 Closed
Renaissance Technologies
321
Renaissance Technologies
New York
– -$1.02M -9,800 Closed
Bank of Nova Scotia
322
Bank of Nova Scotia
Ontario, Canada
– -$640K -6,100 Closed
AC
323
AFAM Capital
Texas
– -$628K -6,026 Closed
Wolverine Trading
324
Wolverine Trading
Illinois
– -$590K -5,634 Closed
Asset Management One
325
Asset Management One
Japan
– -$448K -4,300 Closed
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13
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