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iShares MBS ETF
MBB

Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
2
Wells Fargo
California
$715M
3
IA
3
IndexIQ Advisors
New York
$69.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$245M
5
Jane Street
5
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$172M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$512M
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
4
AssetMark Inc
California
$66.9M
5
1CP
5
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Gradient Investments
Minnesota
$40.8M -$1.82M -17,656 -4%
NAM
27
NorthCoast Asset Management
Connecticut
$39.9M +$30M +290,116 +301%
AIA
28
Avalon Investment & Advisory
Texas
$39.8M +$437K +4,231 +1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$38.8M -$1.14M -10,987 -3%
Mitsubishi UFJ Trust & Banking
30
Mitsubishi UFJ Trust & Banking
Japan
$38.3M +$21.3M +205,924 +125%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$35.2M +$260K +2,517 +0.7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$33.3M +$10.1M +97,734 +44%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$30.9M +$834K +8,073 +3%
DIP
34
DT Investment Partners
Pennsylvania
$30.4M +$7.08M +68,484 +30%
SMM
35
Stadion Money Management
Georgia
$29.9M -$1.78M -17,204 -6%
1CP
36
1607 Capital Partners
Virginia
$29.4M -$13.6M -131,500 -32%
ECM
37
ETrade Capital Management
Virginia
$27.5M +$1.07M +10,390 +4%
DJSG
38
D.J. St. Germain
Massachusetts
$27.2M +$1.37M +13,278 +5%
RJA
39
Raymond James & Associates
Florida
$23.2M -$362K -3,508 -2%
PI
40
PFS Investments
Georgia
$22.8M +$2.56M +24,772 +13%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$22.1M -$1.54M -14,902 -7%
BWM
42
BerganKDV Wealth Management
Minnesota
$19M +$370K +3,584 +2%
RBA
43
Richard Bernstein Advisors
New York
$18.9M +$237K +2,297 +1%
CIM
44
Confluence Investment Management
Missouri
$18.7M -$287K -2,782 -2%
HTC
45
Haverford Trust Company
Pennsylvania
$18.2M -$215K -2,077 -1%
SEI Investments
46
SEI Investments
Pennsylvania
$17.8M +$1.72M +16,610 +11%
Goldman Sachs
47
Goldman Sachs
New York
$17.6M +$17.3M +167,296 +6,335%
First Trust Advisors
48
First Trust Advisors
Illinois
$16.6M +$5.83M +56,382 +54%
CCA
49
Checchi Capital Advisers
California
$16.6M +$1.77M +17,152 +12%
Franklin Resources
50
Franklin Resources
California
$15.4M +$485K +4,689 +3%
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