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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 %
EFSCE
351
Enterprise Financial Services Corp (EFSC)
Missouri
$44K – – –
JHCP
352
Jackson Hole Capital Partners
Oklahoma
$44K +$44K +413 New
AWMS
353
Advocacy Wealth Management Services
Georgia
$40K – – –
HI
354
Hudock Inc
Pennsylvania
$39K +$21.1K +200 +118%
VCM
355
Vigilant Capital Management
Maine
$36K +$36K +330 New
SIAP
356
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K +$36K +339 New
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$35K – – –
BRC
358
Bell Rock Capital
Delaware
$34K – – –
RFWA
359
RPg Family Wealth Advisory
Massachusetts
$32K – – –
PCP
360
Proficio Capital Partners
Massachusetts
$31K – – –
MA
361
MCF Advisors
Kentucky
$31K +$31K +290 New
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K -$39.3K -365 -57%
SBL
363
Sargent Bickham Lagudis
Colorado
$29K +$3.34K +31 +13%
LGWM
364
Litman Gregory Wealth Management
California
$29K +$29K +274 New
B
365
Barings
North Carolina
$27K – – –
VFA
366
Valeo Financial Advisors
Indiana
$24K +$6.95K +64 +41%
GWMIA
367
Global Wealth Management Investment Advisory
Florida
$23K +$18.6K +171 +428%
EWM
368
Executive Wealth Management
Michigan
$23K +$23K +215 New
DWM
369
Doyle Wealth Management
Florida
$22K +$22K +209 New
FGAM
370
Financial Gravity Asset Management
Texas
$21K -$8.25K -75 -28%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$21K +$1.32K +12 +7%
RWA
372
Ropes Wealth Advisors
Massachusetts
$20K +$20K +185 New
FANJ
373
Financial Architects (New Jersey)
New Jersey
$19K +$13.6K +125 +250%
SF
374
Synovus Financial
Georgia
$18K – – –
SCA
375
Stonebridge Capital Advisors
Minnesota
$18K +$18K +170 New
13 14
15
16 17