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iShares MBS ETF
MBB

Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$605M
2
RIG
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$446M
4
PCM
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.79B
2
CWM
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
Jane Street
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$216M
5
1CP
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
351
Janiczek Wealth Management
Colorado
$1K – – –
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +10 New
UB
353
UMB Bank
Missouri
$841 – – –
NA
354
NewEdge Advisors
Louisiana
$651 +$171 +1,636 +36%
NDSI
355
Newman Dignan & Sheerar Inc
Rhode Island
$430 -$260 -2,484 -38%
CF
356
Centaurus Financial
California
$2 +$2 +188 +9,400%
Jane Street
357
Jane Street
New York
– -$41.2M -398,344 Closed
1CP
358
1607 Capital Partners
Virginia
– -$29.4M -284,400 Closed
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
– -$5.48M -53,067 Closed
OMC
360
Old Mission Capital
Illinois
– -$5.32M -51,466 Closed
CM
361
Columbus Macro
Pennsylvania
– -$3.1M -29,950 Closed
WF
362
WoodTrust Financial
Wisconsin
– -$2.82M -27,300 Closed
OCG
363
Opus Capital Group
Ohio
– -$2.01M -19,425 Closed
HPC
364
HM Payson & Co
Maine
– -$1.72M -16,598 Closed
RA
365
RFG Advisory
Alabama
– -$1.23M -11,903 Closed
HCM
366
Hudson Capital Management
New Jersey
– -$1.11M -10,734 Closed
TC
367
Trilogy Capital
California
– -$1.08M -10,462 Closed
FM
368
Forward Management
California
– -$1.07M -10,340 Closed
IP
369
Intellectus Partners
California
– -$1.01M -9,761 Closed
DIA
370
Dana Investment Advisors
Wisconsin
– -$947K -9,168 Closed
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
– -$921K -8,913 Closed
MWM
372
Merriman Wealth Management
Washington
– -$781K -7,560 Closed
CA
373
Continuum Advisory
Idaho
– -$740K -7,184 Closed
HA
374
Hays Advisory
Tennessee
– -$543K -5,259 Closed
A
375
AdvicePeriod
California
– -$452K -4,376 Closed
12 13 14
15
16