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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 %
Kayne Anderson Rudnick Investment Management
326
Kayne Anderson Rudnick Investment Management
California
$166K +$166K +1,542 New
FA
327
Financial Advantage
Maryland
$162K – – –
CWM
328
Consultiva Wealth Management
Puerto Rico
$147K +$147K +1,356 New
APA
329
American Portfolios Advisors
New York
$129K -$1.04M -9,631 -89%
CFB
330
Cullen/Frost Bankers
Texas
$124K +$124K +1,153 New
SFG
331
SevenBridge Financial Group
Pennsylvania
$121K +$104K +967 +612%
TWA
332
TCI Wealth Advisors
Arizona
$113K +$30.4K +282 +37%
SIM
333
Sonora Investment Management
Arizona
$113K +$53.1K +495 +89%
BAM
334
Barrett Asset Management
New York
$94K – – –
AF
335
Advisornet Financial
Minnesota
$93K +$13.5K +125 +17%
PB
336
Pinnacle Bancorp
Nebraska
$89K +$3.32K +31 +4%
CFG
337
Citizens Financial Group
Rhode Island
$89K +$89K +830 New
GCM
338
Gables Capital Management
Florida
$86K – – –
EIP
339
Ellis Investment Partners
Pennsylvania
$86K +$86K +807 New
ESB
340
Essex Savings Bank
Connecticut
$84K – – –
CTC
341
Central Trust Company
Missouri
$77K +$77K +717 New
CAL
342
Capital Advisors Ltd
Ohio
$70K – – –
RFA
343
Reilly Financial Advisors
California
$66K +$66K +618 New
WT
344
Whittier Trust
California
$64K – – –
AWM
345
AllSquare Wealth Management
New York
$63K – – –
AIP
346
Ameritas Investment Partners
Nebraska
$61K +$5.34K +50 +10%
BAM
347
BTS Asset Management
Massachusetts
$61K +$61K +571 New
CFD
348
Creative Financial Designs
Indiana
$58K – – –
APC
349
Aspire Private Capital
North Carolina
$58K +$58K +535 New
AIM
350
Anchor Investment Management
South Carolina
$47.3K – – –
12 13
14
15 16