MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

389 hedge funds and large institutions have $14.3B invested in iShares MBS ETF in 2019 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 155 increasing their positions, 108 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+33
Holders Change %
+9.27%
% of All Funds
8.43%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.52%
New
75
Increased
155
Reduced
108
Closed
38
Calls
$287K
Puts
$277K
Net Calls
+$10K
Net Calls Change
+$439K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$5.8B
3
Wells Fargo
3
Wells Fargo
California
$937M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$151M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.5M

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$1.6M
2
BOPW
2
Brandywine Oak Private Wealth
Pennsylvania
$0
3
BlackRock
3
BlackRock
New York
$146M
4
RBA
4
Richard Bernstein Advisors
New York
$0
5
HNB
5
Huntington National Bank
Ohio
$8.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Checchi Capital Advisers
California
$10.9M -$9.26M -87,049 -46%
RT
77
Rockland Trust
Massachusetts
$10.8M +$632K +5,944 +6%
HFA
78
High Falls Advisors
New York
$10.7M -$1.16M -10,949 -10%
SPC
79
Sigma Planning Corp
Michigan
$9.75M +$9.21M +86,587 +1,693%
UBS AM
80
UBS AM
Illinois
$9.55M -$9.54M – –
PAG
81
Private Advisor Group
New Jersey
$9.12M +$6M +56,579 +192%
VM
82
Value Monitoring
California
$8.88M +$8.88M +83,530 New
PA
83
Parkside Advisors
California
$8.88M +$103K +970 +1%
Asset Management One
84
Asset Management One
Japan
$8.74M +$301K +2,832 +4%
HNB
85
Huntington National Bank
Ohio
$8.7M -$11.5M – –
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$7.78M +$4.81M +17,676 +162%
MML Investors Services
87
MML Investors Services
Massachusetts
$7.35M +$1.22M +11,437 +20%
LWM
88
Lenox Wealth Management
Ohio
$7.19M +$5.03M +47,278 +233%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$6.95M -$1.01M -9,471 -13%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$6.93M +$6.71M +63,135 +3,157%
CIM
91
Cambria Investment Management
California
$6.64M +$75.5K +710 +1%
QI
92
QS Investors
New York
$6.24M -$249K -2,345 -4%
CB
93
Commerce Bank
Missouri
$6.07M +$353K +3,318 +6%
FM
94
Foster & Motley
Ohio
$5.79M +$272K +2,558 +5%
BFG
95
Barber Financial Group
Kansas
$5.5M +$5.5M +51,661 New
ACI
96
Alpha Cubed Investments
California
$5.37M -$243K -2,288 -4%
Betterment LLC
97
Betterment LLC
New York
$5.35M -$968K -9,102 -15%
HS
98
Horan Securities
United States
$5.35M -$150K -1,413 -3%
FA
99
Forefront Analytics
Pennsylvania
$5.05M -$346K -3,255 -6%
RWM
100
RKL Wealth Management
Pennsylvania
$5.04M +$1.49M +13,960 +42%
2 3
4
5 6