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iShares MBS ETF
MBB

Overview Fund Activity

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$251M
3
Jane Street
3
Jane Street
New York
$175M
4
CSIA
4
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
5
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$955M
2
Barclays
2
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$0
4
KC
4
Kepos Capital
New York
$86M
5
FA
5
FDx Advisors
Illinois
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$29.8M +$11.6M +106,897 +64%
ECM
52
Evergreen Capital Management
Washington
$28.4M +$1.74M +16,073 +7%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$28.2M +$14.4M +132,528 +103%
PWAG
54
Polaris Wealth Advisory Group
California
$27.2M +$3.49M +32,216 +15%
IWS
55
Insight Wealth Strategies
California
$26M +$2.11M +19,493 +9%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$26M +$16.7M +153,853 +179%
HW
57
Hancock Whitney
Mississippi
$25.8M +$21.8M +200,831 +538%
PI
58
PFS Investments
Georgia
$24.2M -$5.68M -52,440 -19%
FA
59
FDx Advisors
Illinois
$23.3M -$19.8M -182,836 -46%
BTS
60
BB&T Securities
Virginia
$23.2M +$7.16M +66,131 +45%
First Trust Advisors
61
First Trust Advisors
Illinois
$22.2M +$2.96M +27,358 +15%
B
62
Bailard
California
$21.2M +$9.76M +90,076 +85%
GC
63
Guggenheim Capital
Illinois
$21M +$3.37M +31,111 +19%
HTC
64
Haverford Trust Company
Pennsylvania
$20.6M +$1.13M +10,434 +6%
SMM
65
Stadion Money Management
Georgia
$20.1M -$1.39M -12,830 -6%
BWM
66
BerganKDV Wealth Management
Minnesota
$19.6M -$130K -1,204 -0.7%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$19.6M +$721K +6,654 +4%
SMFG
68
Sumitomo Mitsui Financial Group
Japan
$19.4M +$1.11M +10,206 +6%
LG
69
Leuthold Group
Minnesota
$19.4M -$190K -1,750 -1%
MD
70
Money Design
Japan
$19.1M +$2.79M +25,721 +17%
Goldman Sachs
71
Goldman Sachs
New York
$18M +$775K +7,153 +4%
CIM
72
Confluence Investment Management
Missouri
$17.8M +$537K +4,958 +3%
US Bancorp
73
US Bancorp
Minnesota
$17.4M +$1.33M +12,260 +8%
AAP
74
Arax Advisory Partners
Colorado
$16.9M +$958K +8,847 +6%
Millennium Management
75
Millennium Management
New York
$16.8M +$15.4M +141,828 +1,097%
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