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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 %
CMO
426
Covenant Multifamily Offices
Texas
– -$103K -967 Closed
MFW
427
Mosaic Family Wealth
Missouri
– -$98K -924 Closed
LFA
428
Legacy Financial Advisors
Kentucky
– -$92K -864 Closed
WAM
429
Wealthspire Advisors (Maryland)
Maryland
– -$75K -707 Closed
CFA
430
Camarda Financial Advisors
Florida
– -$53K -500 Closed
PGA
431
Premia Global Advisors
Florida
– -$47K -442 Closed
PCIA
432
Prime Capital Investment Advisors
Kansas
– -$44K -412 Closed
PGWM
433
Parisi Gray Wealth Management
New Jersey
– -$40K -372 Closed
SAM
434
Strategy Asset Managers
California
– -$37K -352 Closed
WCM
435
WealthBridge Capital Management
Ohio
– -$23K -215 Closed
Bessemer Group
436
Bessemer Group
New Jersey
– -$23K -214 Closed
OWD
437
Osborn Williams & Donohoe
Ohio
– -$21K -200 Closed
CAM
438
Cresset Asset Management
Illinois
– -$18K -167 Closed
WB
439
Webster Bank
Connecticut
– -$18K -166 Closed
SWM
440
SeaCrest Wealth Management
New York
– -$13K -118 Closed
FHA
441
First Horizon Advisors
Tennessee
– -$10K -100 Closed
MSA
442
Marino Stram & Associates
Massachusetts
– -$7K -64 Closed
AF
443
Allworth Financial
California
– -$6K -60 Closed
TRCT
444
Tower Research Capital (TRC)
New York
– -$4K -38 Closed
ED
445
Exane Derivatives
France
– -$1.06K -10 Closed
14 15 16 17
18