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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 %
IAS
376
IMA Advisory Services
Colorado
$303K – – –
MWM
377
McNaughton Wealth Management
California
$303K +$303K +2,809 New
SG
378
StoneX Group
New York
$300K +$300K +2,773 New
GIA
379
Gladstone Institutional Advisory
Florida
$298K -$8.1K -75 -3%
AF
380
Advisornet Financial
Minnesota
$297K +$200K +1,855 +207%
PP
381
Paloma Partners
Connecticut
$297K +$297K +2,750 New
CG
382
Colony Group
Massachusetts
$283K -$7.03K -65 -2%
APC
383
Aspire Private Capital
North Carolina
$281K -$13.7K -127 -5%
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$44.8K +414 +19%
SP
385
Successful Portfolios
Florida
$277K +$277K +2,568 New
EP
386
Eudaimonia Partners
Tennessee
$276K +$276K +2,550 New
RFWA
387
RPg Family Wealth Advisory
Massachusetts
$272K +$243K +2,249 +845%
CIAS
388
Capital Investment Advisory Services
North Carolina
$271K -$166K -1,532 -38%
Mitsubishi UFJ Asset Management
389
Mitsubishi UFJ Asset Management
Japan
$260K +$260K +2,400 New
GVAG
390
Great Valley Advisor Group
Delaware
$259K +$10.4K +96 +4%
BFEC
391
Benjamin F. Edwards & Company
Missouri
$257K -$14.7K -136 -5%
SF
392
Synovus Financial
Georgia
$252K +$215K +1,973 +582%
KA
393
Kovack Advisors
Florida
$252K +$252K +2,332 New
TSS
394
Two Sigma Securities
New York
$250K +$250K +2,318 New
CWP
395
Capital Wealth Planning
Florida
$244K – – –
SAM
396
Strategy Asset Managers
California
$244K +$244K +2,255 New
OC
397
Oppenheimer & Co
New York
$236K +$33.8K +312 +17%
GLA
398
Good Life Advisors
Pennsylvania
$234K +$234K +2,163 New
OC
399
Oakworth Capital
Alabama
$230K – – –
SSWM
400
Sheets Smith Wealth Management
North Carolina
$228K +$228K +2,112 New
14 15
16
17 18