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iShares MBS ETF
MBB

Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$605M
2
RIG
2
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$446M
4
PCM
4
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
5
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.79B
2
CWM
2
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
3
Jane Street
New York
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$216M
5
1CP
5
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
26
NorthCoast Asset Management
Connecticut
$48.6M +$8.13M +77,710 +20%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$45.1M +$6.31M +60,362 +16%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$44.2M +$36.9M +353,074 +510%
IA
29
IndexIQ Advisors
New York
$43.5M -$27.1M -259,238 -38%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$41.3M +$2M +19,154 +5%
FA
31
FDx Advisors
Illinois
$40.5M -$12.9M -123,403 -24%
AIA
32
Avalon Investment & Advisory
Texas
$38.8M -$1.54M -14,718 -4%
RJA
33
Raymond James & Associates
Florida
$36.4M +$12.9M +122,798 +55%
AllianceBernstein
34
AllianceBernstein
Tennessee
$35.5M +$1.81M +17,292 +5%
GI
35
Gradient Investments
Minnesota
$34.4M -$6.93M -66,193 -17%
DIP
36
DT Investment Partners
Pennsylvania
$32.3M +$1.55M +14,811 +5%
DJSG
37
D.J. St. Germain
Massachusetts
$29.6M +$2.09M +19,971 +8%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$29.2M -$6.45M -61,669 -18%
ECM
39
ETrade Capital Management
Virginia
$25.9M -$1.92M -18,301 -7%
PI
40
PFS Investments
Georgia
$24.5M +$1.39M +13,299 +6%
BOPW
41
Brandywine Oak Private Wealth
Pennsylvania
$23.4M +$23.4M +225,430 New
SMM
42
Stadion Money Management
Georgia
$23.2M -$7M -66,934 -23%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$20.1M +$15.2M +145,653 +314%
CCA
44
Checchi Capital Advisers
California
$19.8M +$3.02M +28,887 +18%
RBA
45
Richard Bernstein Advisors
New York
$19.5M +$382K +3,646 +2%
BWM
46
BerganKDV Wealth Management
Minnesota
$19M -$216K -2,068 -1%
SMFG
47
Sumitomo Mitsui Financial Group
Japan
$18.8M -$3.55M -33,955 -16%
HTC
48
Haverford Trust Company
Pennsylvania
$18.2M -$166K -1,589 -0.9%
FCC
49
Florin Court Capital
United Kingdom
$18M +$18M +171,923 New
Goldman Sachs
50
Goldman Sachs
New York
$17.9M +$149K +1,420 +0.8%
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