MBB icon

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 %
GSWM
376
Golden State Wealth Management
California
$17K – – –
PO
377
Private Ocean
California
$16K – – –
QCIG
378
Quad-Cities Investment Group
Iowa
$16K – – –
FRA
379
Front Row Advisors
California
$15K – – –
LA
380
Legacy Advisors
Pennsylvania
$14K -$6.33K -57 -31%
PCG
381
Private Capital Group
Connecticut
$13K -$111K -1,034 -90%
TA
382
TCG Advisors
Texas
$12K – – –
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
LFASL
384
Lugano Financial Advisors SA (LFA)
Switzerland
$12K – – –
JFA
385
JNBA Financial Advisors
Minnesota
$11K – – –
SSB
386
Sandy Spring Bank
Maryland
$9K – – –
DWM
387
Destination Wealth Management
California
$9K +$9K +84 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$8K -$481K -4,567 -98%
SIS
389
Sound Income Strategies
Florida
$6K – – –
TF
390
TimeScale Financial
Massachusetts
$6K +$6K +54 New
AWM
391
Avior Wealth Management
Nebraska
$6K +$6K +56 New
CI
392
CX Institutional
Indiana
$6K +$6K +60 New
SMFS
393
Squar Milner Financial Services
California
$5K +$4.56K +41 +1,025%
TC
394
Truvestments Capital
Florida
$4K – – –
ETI
395
Enterprise Trust & Investment
California
$4K +$4K +34 New
MWM
396
Merriman Wealth Management
Washington
$3.84K +$92 +86 +2%
KFS
397
Kelly Financial Services
Massachusetts
$3.44K – – –
AIM
398
Advantage Investment Management
Iowa
$3K – – –
RFM
399
Royal Fund Management
Florida
$3K +$3K +28 New
First Manhattan
400
First Manhattan
New York
$3K +$3K +29 New
14 15
16
17 18