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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 %
EIP
426
Ellis Investment Partners
Pennsylvania
$102K +$12.3K +115 +14%
BAM
427
Barrett Asset Management
New York
$100K – – –
PB
428
Pinnacle Bancorp
Nebraska
$96K +$4.13K +38 +4%
TWP
429
TFO Wealth Partners
Ohio
$95K +$95K +884 New
HAM
430
Highstreet Asset Management
Ontario, Canada
$91K +$91K +842 New
MWP
431
Meridian Wealth Partners
Pennsylvania
$89K +$89K +819 New
GCM
432
Gables Capital Management
Florida
$86K – – –
SIM
433
Sonora Investment Management
Arizona
$83K +$22.5K +208 +37%
CAL
434
Capital Advisors Ltd
Ohio
$70K – – –
RFA
435
Reilly Financial Advisors
California
$67K – – –
WT
436
Whittier Trust
California
$66K -$4.08K -38 -6%
BAM
437
BTS Asset Management
Massachusetts
$62K – – –
DSC
438
Duncker Streett & Co
Missouri
$60K +$60K +554 New
AWM
439
AllSquare Wealth Management
New York
$59K – – –
TWA
440
TCI Wealth Advisors
Arizona
$59K +$11K +101 +23%
EWM
441
EPG Wealth Management
Georgia
$52K +$52K +480 New
CFFP
442
Center for Financial Planning
Michigan
$52K +$52K +482 New
FIB
443
First Interstate Bank
Montana
$50K – – –
VNA
444
Valley National Advisers
Pennsylvania
$48K +$29.2K +271 +155%
AIM
445
Anchor Investment Management
South Carolina
$47.5K – – –
VRM
446
Vectors Research Management
New York
$46K +$29.6K +275 +180%
HWA
447
HCR Wealth Advisors
California
$46K +$46K +425 New
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
JHCP
449
Jackson Hole Capital Partners
Oklahoma
$45K – – –
IA
450
Independence Advisors
Pennsylvania
$41K +$41K +380 New
16 17
18
19 20