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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 %
CG
301
Colony Group
Massachusetts
$280K +$12.9K +120 +5%
GJIC
302
Gamble Jones Investment Counsel
California
$247K – – –
FAG
303
Financial Advisory Group
Texas
$242K -$1.91M -17,765 -89%
GVAG
304
Great Valley Advisor Group
Delaware
$240K -$16.9K -157 -7%
ASN
305
Advisory Services Network
Georgia
$239K +$136K +1,266 +132%
FPGK
306
Financial Partners Group (Kansas)
Kansas
$239K +$239K +2,224 New
TSWM
307
Triangle Securities Wealth Management
North Carolina
$236K +$236K +2,197 New
BFEC
308
Benjamin F. Edwards & Company
Missouri
$231K -$1.41M -13,110 -86%
OC
309
Oakworth Capital
Alabama
$229K – – –
Principal Financial Group
310
Principal Financial Group
Iowa
$229K +$229K +2,124 New
PG
311
Patten Group
Tennessee
$228K +$228K +2,115 New
SC
312
Slow Capital
California
$222K -$1.7M -15,802 -88%
EWM
313
Evercore Wealth Management
New York
$222K -$38.5K -358 -15%
William Blair & Company
314
William Blair & Company
Illinois
$219K – – –
CCM
315
Covington Capital Management
California
$218K – – –
FAT
316
First American Trust
California
$218K +$15K +139 +7%
CF
317
Centaurus Financial
California
$216K +$136K +1,264 +171%
Fiera Capital (Canada)
318
Fiera Capital (Canada)
Quebec, Canada
$215K – – –
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$214K +$5.75K +53 +3%
WA
320
Wealthstar Advisors
Texas
$210K -$2.67K -25 -1%
OFG
321
OmniStar Financial Group
North Carolina
$206K -$824K -7,667 -80%
CBFP
322
Cedar Brook Financial Partners
Ohio
$205K +$205K +1,907 New
BBA
323
Braun-Bostich & Associates
Pennsylvania
$196K -$200K -1,862 -51%
FHA
324
Flagship Harbor Advisors
Massachusetts
$186K – – –
ACS
325
Archford Capital Strategies
Illinois
$174K -$8.6K -80 -5%
11 12
13
14 15