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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 %
VFA
76
Voya Financial Advisors
Connecticut
$7.46M -$792K -7,585 -10%
AP
77
Advisors Preferred
Maryland
$7.4M +$7.4M +70,740 New
HH
78
Hilltop Holdings
Texas
$7.17M -$3.5M -33,459 -33%
CIM
79
Cambria Investment Management
California
$6.46M +$6.46M +61,755 New
QI
80
QS Investors
New York
$6.39M -$966K -9,230 -13%
Betterment LLC
81
Betterment LLC
New York
$6.21M -$117K -1,118 -2%
IWA
82
Independence Wealth Advisors
Virginia
$6.19M +$31.7K +303 +0.5%
MML Investors Services
83
MML Investors Services
Massachusetts
$6.03M +$527K +5,040 +10%
CB
84
Commerce Bank
Missouri
$5.62M -$239K -2,281 -4%
ACI
85
Alpha Cubed Investments
California
$5.52M -$429K -4,095 -7%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$5.51M – – –
BOTW
87
Bank of the West
California
$5.44M +$2.57M +24,572 +90%
FM
88
Foster & Motley
Ohio
$5.43M -$150K -1,438 -3%
HS
89
Horan Securities
United States
$5.42M -$118K -1,129 -2%
EC
90
Estate Counselors
Wisconsin
$5.32M -$215K -2,055 -4%
FA
91
Forefront Analytics
Pennsylvania
$5.31M +$2.03M +19,388 +62%
CCA
92
Cobblestone Capital Advisors
New York
$5.19M +$4.37M +41,745 +535%
NP
93
NorthRock Partners
Minnesota
$4.85M +$4.85M +46,305 New
SWP
94
Strategic Wealth Partners
Ohio
$4.74M +$4.74M +43,425 New
PAG
95
Pinnacle Advisory Group
Maryland
$4.52M +$1.16M +11,040 +34%
ERIM
96
Eagle Ridge Investment Management
Connecticut
$4.45M -$2.58M -24,642 -37%
FAG
97
Financial Advisory Group
Texas
$4.45M +$4.45M +42,540 New
HP
98
HT Partners
Connecticut
$4.38M +$4.38M +41,830 New
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$4.34M +$1.47M +14,000 +51%
GRP
100
Global Retirement Partners
California
$4.32M -$90.2K -862 -2%
2 3
4
5 6