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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 %
SEI Investments
51
SEI Investments
Pennsylvania
$17.9M +$73.1K +707 +0.4%
First Trust Advisors
52
First Trust Advisors
Illinois
$16.7M -$128K -1,220 -0.8%
CIM
53
Confluence Investment Management
Missouri
$15.9M -$2.98M -28,454 -16%
BTS
54
BB&T Securities
Virginia
$14.5M +$3.32M +31,723 +30%
MD
55
Money Design
Japan
$14.5M +$1.11M +10,620 +8%
Franklin Resources
56
Franklin Resources
California
$14.1M -$1.49M -14,214 -10%
AAP
57
Arax Advisory Partners
Colorado
$13.4M +$13.4M +128,293 New
AG
58
Advisor Group
Arizona
$13.1M +$1.96M +18,756 +18%
OAM
59
Oppenheimer Asset Management
New York
$13.1M +$133K +1,274 +1%
GC
60
Guggenheim Capital
Illinois
$12.9M +$542K +5,177 +4%
PL
61
Protective Life
Alabama
$12.8M – – –
US Bancorp
62
US Bancorp
Minnesota
$12M -$2.1M -20,037 -15%
HFA
63
High Falls Advisors
New York
$11.7M +$383K +3,658 +3%
HNB
64
Huntington National Bank
Ohio
$11.5M -$1.8M – –
RJFSA
65
Raymond James Financial Services Advisors
Florida
$11M -$1.03M -9,877 -9%
PFG
66
Piershale Financial Group
Illinois
$10.9M +$10.9M +103,764 New
NC
67
NewSquare Capital
Pennsylvania
$10.7M +$244K +2,328 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$10.5M +$5.77M +55,181 +123%
RT
69
Rockland Trust
Massachusetts
$10M +$385K +3,676 +4%
UBS AM
70
UBS AM
Illinois
$9.54M -$9.86M – –
Allianz Asset Management
71
Allianz Asset Management
Germany
$9.34M -$3.66M -35,020 -28%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$8.96M +$192K +1,839 +2%
PA
73
Parkside Advisors
California
$8.64M -$37.8K -361 -0.4%
Asset Management One
74
Asset Management One
Japan
$8.3M +$8.3M +79,300 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$7.83M +$1.19M +11,332 +18%
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