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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
$1.13B
2
Barclays
Barclays
United Kingdom
$605M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
4
CSIA
Charles Schwab Investment Advisory
California
$1.17B
5
Truist Financial
Truist Financial
North Carolina
$157M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
NP
NorthRock Partners
Minnesota
$4.53M
3
Principal Financial Group
Principal Financial Group
Iowa
$188M
4
KC
Kepos Capital
New York
$30.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IFG Advisory
Georgia
$227K +$227K +2,101 New
CCM
402
Covington Capital Management
California
$219K – – –
PFS
403
Prospera Financial Services
Texas
$217K -$27.2K -252 -11%
Fiera Capital (Canada)
404
Fiera Capital (Canada)
Quebec, Canada
$216K – – –
MC
405
Moors & Cabot
Massachusetts
$214K -$31K -289 -13%
SFG
406
SevenBridge Financial Group
Pennsylvania
$213K +$213K +1,971 New
MWM
407
MBE Wealth Management
Wisconsin
$208K +$208K +1,925 New
CAG
408
Crestwood Advisors Group
Massachusetts
$206K +$206K +1,907 New
APP
409
Avantax Planning Partners
Iowa
$201K -$32.8K -303 -14%
William Blair & Company
410
William Blair & Company
Illinois
$200K -$82.7K -764 -29%
SWA
411
Stratos Wealth Advisors
Ohio
$200K +$200K +1,849 New
ACM
412
Anfield Capital Management
California
$198K +$198K +1,824 New
BBA
413
Braun-Bostich & Associates
Pennsylvania
$197K +$197K +1,824 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$186K – – –
CF
415
Centaurus Financial
California
$177K -$78.6K -728 -31%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$175K +$175K +1,616 New
CFA
417
Carroll Financial Associates
North Carolina
$172K -$34.4K -319 -17%
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$169K +$1.3K +12 +0.8%
FA
419
Financial Advantage
Maryland
$159K -$3.23K -30 -2%
SFC
420
SYM Financial Corp
Indiana
$158K +$158K +1,459 New
DI
421
Disciplined Investments
Oklahoma
$135K +$135K +1,248 New
SAS
422
Stelac Advisory Services
New York
$119K +$119K +1,100 New
APA
423
American Portfolios Advisors
New York
$110K -$218K -2,015 -66%
FGAM
424
Financial Gravity Asset Management
Texas
$109K -$32.5K -31 -23%
CAAS
425
Capital Asset Advisory Services
Michigan
$108K +$108K +992 New
15 16
17
18 19