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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 %
VCP
476
Verus Capital Partners
Arizona
$18K +$18K +170 New
SIS
477
Sound Income Strategies
Florida
$17K -$3.16K -29 -16%
GWMIA
478
Global Wealth Management Investment Advisory
Florida
$17K +$13.1K +119 +340%
CAGAS
479
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
LFG
480
Larson Financial Group
Missouri
$16K +$16K +146 New
FRA
481
Front Row Advisors
California
$15K – – –
DZ Bank
482
DZ Bank
Germany
$15K +$15K +140 New
AWA
483
Arkadios Wealth Advisors
Georgia
$14.4K +$14.4K +132 New
SMFS
484
Squar Milner Financial Services
California
$14K +$14K +133 New
CTC
485
Central Trust Company
Missouri
$13K +$2.26K +21 +21%
SSB
486
Sandy Spring Bank
Maryland
$10K -$19.8K -174 -66%
AP
487
Arlington Partners
Alabama
$9K +$9K +84 New
IFWM
488
Institute for Wealth Management
Colorado
$9K +$9K +87 New
LGWM
489
Litman Gregory Wealth Management
California
$8K – – –
FBT
490
First Bank & Trust
South Dakota
$8K +$8K +70 New
AAMA
491
Advanced Asset Management Advisors
Ohio
$8K +$8K +73 New
RG
492
Retirement Group
California
$7K +$7K +64 New
EW
493
Element Wealth
Mississippi
$7K +$7K +64 New
BA
494
Ballast Advisors
Minnesota
$6K +$6K +55 New
SFSG
495
Stearns Financial Services Group
North Carolina
$5K +$5K +43 New
SMG
496
Spectrum Management Group
Indiana
$4K – – –
ETI
497
Enterprise Trust & Investment
California
$4K – – –
AF
498
Allworth Financial
California
$4K +$1.77K +15 +79%
AA
499
Ancora Advisors
Ohio
$4K +$4K +36 New
PA
500
PSI Advisors
Florida
$4K +$4K +38 New
18 19
20
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