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iShares MBS ETF
MBB

Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
Bank of America
North Carolina
$5.8B
3
Wells Fargo
Wells Fargo
California
$937M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
Price Capital Management
Louisiana
$1.6M
2
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
BlackRock
New York
$146M
4
RBA
Richard Bernstein Advisors
New York
$0
5
HNB
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
376
Centaurus Financial
California
$6.96K +$5.18K +551 +290%
SIS
377
Sound Income Strategies
Florida
$6K – – –
AF
378
Allworth Financial
California
$6K +$6K +60 New
FANJ
379
Financial Architects (New Jersey)
New Jersey
$5K +$5K +50 New
TRCT
380
Tower Research Capital (TRC)
New York
$4K +$4K +38 New
TC
381
Truvestments Capital
Florida
$4K +$4K +39 New
GWMIA
382
Global Wealth Management Investment Advisory
Florida
$4K +$4K +40 New
KFS
383
Kelly Financial Services
Massachusetts
$3.4K +$3.4K +32 New
AIM
384
Advantage Investment Management
Iowa
$3K -$14K -117 -82%
CFN
385
Cordasco Financial Network
Florida
$2K – – –
BFC
386
Bedel Financial Consulting
Indiana
$2K – – –
MWC
387
MKD Wealth Coaches
Michigan
$2K +$2K +17 New
ED
388
Exane Derivatives
France
$1.06K – – –
JWM
389
Janiczek Wealth Management
Colorado
$1K – – –
BOPW
390
Brandywine Oak Private Wealth
Pennsylvania
– -$23.4M -225,430 Closed
RBA
391
Richard Bernstein Advisors
New York
– -$19.5M -186,540 Closed
AP
392
Advisors Preferred
Maryland
– -$7.4M -70,740 Closed
HP
393
HT Partners
Connecticut
– -$4.38M -41,830 Closed
Citadel Advisors
394
Citadel Advisors
Florida
– -$1.42M -13,612 Closed
HIS
395
Harvest Investment Services
Illinois
– -$1.32M -12,572 Closed
AB
396
AT Bancorp
Iowa
– -$1.25M -11,948 Closed
HW
397
Hancock Whitney
Mississippi
– -$1.01M -9,677 Closed
TSS
398
Two Sigma Securities
New York
– -$912K -8,711 Closed
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
– -$808K -7,720 Closed
PA
400
Planning Alternatives
Michigan
– -$695K -6,640 Closed
14 15
16
17 18