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iShares MBS ETF
MBB

Overview Fund Activity

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$251M
3
Jane Street
3
Jane Street
New York
$175M
4
CSIA
4
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
5
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$955M
2
Barclays
2
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$0
4
KC
4
Kepos Capital
New York
$86M
5
FA
5
FDx Advisors
Illinois
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
426
Investors Research Corp
Georgia
$2K – – –
AF
427
Allworth Financial
California
$2K +$2K +19 New
APSP
428
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1K +5 New
UB
429
UMB Bank
Missouri
$966 +$96 +890 +11%
California Public Employees Retirement System
430
California Public Employees Retirement System
California
– -$24.8M -230,396 Closed
CIM
431
Cambria Investment Management
California
– -$7.91M -73,534 Closed
Bank of Nova Scotia
432
Bank of Nova Scotia
Ontario, Canada
– -$4.48M -41,660 Closed
Nomura Asset Management
433
Nomura Asset Management
Japan
– -$3.94M -36,600 Closed
RCAG
434
Rehmann Capital Advisory Group
Michigan
– -$3.88M -36,050 Closed
PWPCM
435
Perella Weinberg Partners Capital Management
New York
– -$2.11M -19,640 Closed
PP
436
Paloma Partners
Connecticut
– -$2.02M -18,731 Closed
AC
437
Almitas Capital
California
– -$1.43M -13,300 Closed
JIC
438
Johnson Investment Counsel
Ohio
– -$1.24M -11,516 Closed
EWA
439
ERTS Wealth Advisors
Michigan
– -$1.19M -11,077 Closed
Wolverine Trading
440
Wolverine Trading
Illinois
– -$560K -5,200 Closed
AWM
441
Avondale Wealth Management
Texas
– -$551K -5,122 Closed
JWS
442
Juncture Wealth Strategies
Arizona
– -$477K -4,437 Closed
IA
443
IFG Advisory
Georgia
– -$350K -3,253 Closed
Mariner
444
Mariner
Kansas
– -$285K -2,649 Closed
GJIC
445
Gamble Jones Investment Counsel
California
– -$247K -2,294 Closed
TSWM
446
Triangle Securities Wealth Management
North Carolina
– -$236K -2,197 Closed
SC
447
Slow Capital
California
– -$222K -2,065 Closed
EWM
448
Evercore Wealth Management
New York
– -$222K -2,062 Closed
WA
449
Wealthstar Advisors
Texas
– -$210K -1,964 Closed
BBA
450
Braun-Bostich & Associates
Pennsylvania
– -$196K -1,824 Closed
15 16 17
18
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