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iShares MBS ETF
MBB

Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$684M
2
CSIA
2
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
3
Bank of America
North Carolina
$6.03B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
5
BlackRock
New York
$220M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
2
Sage Advisory Services
Texas
$10.2M
3
Jane Street
3
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$24.8M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BerganKDV Wealth Management
Minnesota
$19.6M +$1.83K +17 +0%
LG
52
Leuthold Group
Minnesota
$19.4M +$2.52M +23,404 +15%
HTC
53
Haverford Trust Company
Pennsylvania
$19.4M +$137K +1,271 +0.7%
First Trust Advisors
54
First Trust Advisors
Illinois
$19.2M +$2.92M +27,180 +18%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$18.8M +$4.14M +38,512 +28%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$18.8M +$1.18M +10,968 +7%
SMFG
57
Sumitomo Mitsui Financial Group
Japan
$18.2M -$135K -1,250 -0.7%
Jane Street
58
Jane Street
New York
$18.1M -$29.1M -270,678 -62%
MML Investors Services
59
MML Investors Services
Massachusetts
$18.1M +$10.6M +98,884 +143%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$18M +$14M +99,677 +349%
GC
61
Guggenheim Capital
Illinois
$17.5M +$2.49M +23,157 +17%
Goldman Sachs
62
Goldman Sachs
New York
$17.1M -$1.17M -10,852 -6%
CIM
63
Confluence Investment Management
Missouri
$17.1M +$561K +5,213 +3%
MD
64
Money Design
Japan
$16.3M +$1.45M +13,502 +10%
US Bancorp
65
US Bancorp
Minnesota
$16M +$1.56M +14,472 +11%
BTS
66
BB&T Securities
Virginia
$16M +$1.1M +10,190 +7%
AAP
67
Arax Advisory Partners
Colorado
$15.8M +$15.8M +146,960 New
GFPC
68
Global Financial Private Capital
Florida
$13.8M +$9.9M +92,007 +256%
PL
69
Protective Life
Alabama
$13.1M – – –
FCC
70
Florin Court Capital
United Kingdom
$12.7M -$2.78M -25,800 -18%
EC
71
Estate Counselors
Wisconsin
$12.4M -$144K -1,340 -1%
RT
72
Rockland Trust
Massachusetts
$12.3M +$1.33M +12,362 +12%
CCA
73
Checchi Capital Advisers
California
$11.4M +$405K +3,760 +4%
B
74
Bailard
California
$11.4M +$11.4M +105,750 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$11.1M -$9.59M -89,097 -46%
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