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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 %
CMO
326
Covenant Multifamily Offices
Texas
$538K +$538K +8,549 New
Comerica Bank
327
Comerica Bank
Texas
$536K +$113K +1,040 +27%
GFPC
328
Global Financial Private Client
Florida
$535K +$535K +4,948 New
CFW
329
CA Family Wealth
California
$522K +$522K +4,830 New
WQ
330
Wealth Quarterback
New Jersey
$517K +$517K +4,779 New
ECG
331
Edge Capital Group
Georgia
$488K +$488K +4,518 New
EWA
332
EP Wealth Advisors
California
$471K +$4K +37 +0.9%
WAS
333
Wealth Advisory Solutions
Indiana
$469K +$469K +4,341 New
FNT
334
First National Trust
Pennsylvania
$465K -$73.8K -682 -14%
PPA
335
Parametric Portfolio Associates
Washington
$461K +$541 +5 +0.1%
VCA
336
Verdence Capital Advisors
Maryland
$453K +$453K +4,189 New
DCM
337
Donaldson Capital Management
Indiana
$451K +$200K +1,855 +80%
MRC
338
Millburn Ridgefield Corp
New York
$444K -$6.8K -63 -2%
BF
339
Blankinship & Foster
California
$443K +$1.94K +18 +0.4%
HR
340
Hayden Royal
North Carolina
$433K +$83.4K +766 +24%
CCG
341
Cypress Capital Group
Florida
$431K -$195K -1,800 -31%
VA
342
Valmark Advisers
Ohio
$430K +$146K +1,349 +51%
CA
343
Capital Advantage
California
$426K -$20.6K -190 -5%
FG
344
Fiduciary Group
Georgia
$426K +$426K +3,939 New
LTI
345
Laffer Tengler Investments
Tennessee
$425K -$1.84K -17 -0.4%
IFG
346
Investors Financial Group
Minnesota
$422K +$422K +3,901 New
TWM
347
Torch Wealth Management
Ohio
$421K – – –
FIM
348
Freedom Investment Management
Connecticut
$414K -$6.92K -64 -2%
OFG
349
OmniStar Financial Group
North Carolina
$414K +$36.4K +337 +10%
WIA
350
World Investment Advisors
California
$404K +$62K +574 +18%
12 13
14
15 16