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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 %
HI
451
Hudock Inc
Pennsylvania
$40K +$214 +2 +0.5%
VFA
452
Valeo Financial Advisors
Indiana
$40K +$22.3K +206 +126%
AWMS
453
Advocacy Wealth Management Services
Georgia
$39K -$1.4K -13 -3%
GAM
454
Gemmer Asset Management
California
$39K +$4.06K +38 +12%
SIAP
455
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
CHA
456
Carmichael Hill & Associates
Maryland
$36K +$36K +332 New
BRC
457
Bell Rock Capital
Delaware
$35K – – –
OPS
458
Orion Portfolio Solutions
Nebraska
$33K +$33K +302 New
MA
459
MCF Advisors
Kentucky
$31K – – –
TA
460
TFG Advisers
Michigan
$30K +$30K +280 New
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$29K -$5.8K -54 -17%
AIC
462
Ameritas Investment Company
Nebraska
$29K +$19.7K +179 +211%
RFM
463
Royal Fund Management
Florida
$29K +$29K +275 New
VCS
464
Vaughan & Co Securities
New Jersey
$28.6K +$28.6K +265 New
FCM
465
Firestone Capital Management
Florida
$27K +$27K +247 New
TT
466
TI-Trust
Illinois
$27K +$27K +251 New
SAM
467
S.A. Mason
Michigan
$24K +$24K +220 New
GEA
468
Glen Eagle Advisors
New Jersey
$22.2K -$11.5K -106 -34%
WB
469
West Bancorporation
Iowa
$21K +$21K +191 New
GDP
470
Great Diamond Partners
Maine
$21K +$21K +197 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$19K -$1.27K -12 -6%
KFS
472
Kelly Financial Services
Massachusetts
$18.5K – – –
SCA
473
Stonebridge Capital Advisors
Minnesota
$18K -$20.2K -191 -53%
LAS
474
Lloyd Advisory Services
Georgia
$18K +$18K +166 New
PA
475
Procyon Advisors
Connecticut
$18K +$18K +167 New
17 18
19
20 21