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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 %
MWC
401
MKD Wealth Coaches
Michigan
$2K – – –
CFN
402
Cordasco Financial Network
Florida
$2K – – –
BFC
403
Bedel Financial Consulting
Indiana
$2K – – –
IRC
404
Investors Research Corp
Georgia
$2K +$2K +21 New
JWM
405
Janiczek Wealth Management
Colorado
$1K – – –
TFA
406
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
UB
407
UMB Bank
Missouri
$864 – – –
NDSI
408
Newman Dignan & Sheerar Inc
Rhode Island
$446 +$2 +23 +0.6%
LMGAM
409
Liberty Mutual Group Asset Management
Massachusetts
– -$143M -1,342,348 Closed
PFG
410
Piershale Financial Group
Illinois
– -$21.4M -201,018 Closed
VM
411
Value Monitoring
California
– -$8.88M -83,530 Closed
BFG
412
Barber Financial Group
Kansas
– -$5.5M -51,661 Closed
PAS
413
Park Avenue Securities
New York
– -$3.83M -36,207 Closed
FWM
414
Frontier Wealth Management
Missouri
– -$2.71M -25,437 Closed
PFA
415
Pinnacle Family Advisors
Missouri
– -$1.84M -17,305 Closed
OMC
416
Old Mission Capital
Illinois
– -$915K -8,601 Closed
HF
417
HRT Financial
New York
– -$849K -7,991 Closed
EIG
418
Ellenbecker Investment Group
Wisconsin
– -$606K -5,699 Closed
ACM
419
AlphaStar Capital Management
North Carolina
– -$402K -3,780 Closed
MSAM
420
Moloney Securities Asset Management
Missouri
– -$274K -2,574 Closed
VCM
421
Virtue Capital Management
Tennessee
– -$264K -2,480 Closed
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
– -$245K -2,300 Closed
Mercer Global Advisors
423
Mercer Global Advisors
Colorado
– -$232K -2,185 Closed
EWM
424
Empirical Wealth Management
Washington
– -$218K -2,045 Closed
RFC
425
Regions Financial Corp
Alabama
– -$176K -1,648 Closed
14 15 16
17
18