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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$4.61M +$4.61M +43,336 New
GRP
102
Global Retirement Partners
California
$4.54M +$151K +1,423 +3%
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$4.48M +$4.48M +42,146 New
ERIM
104
Eagle Ridge Investment Management
Connecticut
$4.44M -$88.3K -830 -2%
NP
105
NorthRock Partners
Minnesota
$4.42M -$507K -4,770 -10%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$4.39M +$18.1K +17 +0.4%
BOTW
107
Bank of the West
California
$4.37M -$1.16M -10,899 -21%
FAAS
108
First Allied Advisory Services
California
$4.25M +$1.58M +14,825 +59%
AFA
109
American Financial Advisors
Georgia
$4.25M +$4.25M +39,952 New
SWP
110
Strategic Wealth Partners
Ohio
$4.12M -$468K -4,430 -10%
BWAM
111
Boyd Watterson Asset Management
Ohio
$4.09M +$1.48M +13,910 +57%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$106K +998 +3%
PAS
113
Park Avenue Securities
New York
$3.83M +$3.83M +36,207 New
GFPC
114
Global Financial Private Capital
Florida
$3.82M +$1.18M +11,062 +45%
IWM
115
IHT Wealth Management
Illinois
$3.81M +$2.12M +19,913 +125%
IWA
116
Independence Wealth Advisors
Virginia
$3.7M -$2.59M -24,382 -41%
PAG
117
Pinnacle Advisory Group
Maryland
$3.69M -$900K -8,465 -20%
JFGIW
118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.66M +$3.51K +33 +0.1%
PG
119
Proffitt & Goodson
Tennessee
$3.4M -$339K -3,183 -9%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$3.29M +$3.16M +29,754 +2,621%
Invesco
121
Invesco
Georgia
$3.28M +$2.07M +19,458 +171%
HCA
122
Heck Capital Advisors
Wisconsin
$3.22M +$180K +1,691 +6%
MM
123
Meridian Management
Arkansas
$3.19M +$515K +4,840 +19%
AIM
124
Acropolis Investment Management
Missouri
$3.14M +$69.1K +650 +2%
CWG
125
Cornerstone Wealth Group
North Carolina
$3.05M +$3.05M +28,654 New
3 4
5
6 7