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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$3.84M -$339K -3,243 -8%
PG
102
Proffitt & Goodson
Tennessee
$3.68M +$3.68M +35,127 New
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.6M +$1.06M +10,145 +42%
RWM
104
RKL Wealth Management
Pennsylvania
$3.48M +$1.26M +12,082 +57%
PAG
105
Private Advisor Group
New Jersey
$3.08M -$2.64M -25,192 -46%
SCA
106
Snowden Capital Advisors
New York
$3.07M +$2.28M +21,777 +289%
AIM
107
Acropolis Investment Management
Missouri
$3.02M -$1.59M -15,158 -34%
KM
108
Kalos Management
Georgia
$3M +$3M +28,593 New
FCAG
109
First Capital Advisors Group
New Jersey
$3M +$3M +28,669 New
HCA
110
Heck Capital Advisors
Wisconsin
$2.99M +$20.8K +199 +0.7%
Deutsche Bank
111
Deutsche Bank
Germany
$2.87M – – –
IFS
112
Ifrah Financial Services
Arkansas
$2.8M -$78.5K -750 -3%
TPWA
113
TRUE Private Wealth Advisors
Oregon
$2.71M -$2.41K -23 -0.1%
FWM
114
Frontier Wealth Management
Missouri
$2.68M -$1.63M -15,573 -38%
Citigroup
115
Citigroup
New York
$2.66M +$2.33M +22,247 +706%
FAAS
116
First Allied Advisory Services
California
$2.64M -$3.32M -31,620 -56%
MM
117
Meridian Management
Arkansas
$2.63M +$88.7K +847 +3%
GFPC
118
Global Financial Private Capital
Florida
$2.6M +$70K +669 +3%
BWAM
119
Boyd Watterson Asset Management
Ohio
$2.57M -$971K -9,282 -27%
BHWM
120
Bar Harbor Wealth Management
New Hampshire
$2.56M +$12.5K +119 +0.5%
BCM
121
Brookstone Capital Management
Illinois
$2.45M +$195K +1,866 +9%
SFM
122
Signet Financial Management
New Jersey
$2.42M -$317K -3,029 -12%
LG
123
Leuthold Group
Minnesota
$2.34M +$2.34M +22,329 New
Millennium Management
124
Millennium Management
New York
$2.3M +$2.3M +21,939 New
OFG
125
OmniStar Financial Group
North Carolina
$2.29M -$250K -2,388 -10%
3 4
5
6 7