MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

316 hedge funds and large institutions have $10.6B invested in iShares MBS ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-8
Holders Change %
-2.47%
% of All Funds
7.24%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
36
Increased
129
Reduced
101
Closed
40
Calls
–
Puts
$1.14M
Net Calls
-$1.14M
Net Calls Change
-$585K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$262M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$339M
3
Bank of America
Bank of America
North Carolina
$5.31B
4
Barclays
Barclays
United Kingdom
$118M
5
BlackRock
BlackRock
New York
$221M

Top Sellers

1
State Street
State Street
Massachusetts
$0
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$275K
4
UBS Group
UBS Group
Switzerland
$89.3M
5
Morgan Stanley
Morgan Stanley
New York
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Hudson Capital Management
New Jersey
$1.8M -$2.12M -20,337 -54%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$1.8M +$19.6K +188 +1%
VF
128
Virtu Financial
New York
$1.76M +$1.76M +16,909 New
CAM
129
Concorde Asset Management
Michigan
$1.72M +$414K +3,974 +32%
AI
130
Atria Investments
North Carolina
$1.69M +$154K +1,476 +10%
JWS
131
Juncture Wealth Strategies
Arizona
$1.65M -$174K -1,667 -10%
OFG
132
OmniStar Financial Group
North Carolina
$1.64M -$3.33K -32 -0.2%
CWM
133
Chesapeake Wealth Management
Virginia
$1.56M -$493K -4,732 -24%
DADC
134
D.A. Davidson & Co
Montana
$1.5M +$260K +2,493 +21%
AA
135
Alesco Advisors
New York
$1.41M -$62.5K -600 -4%
CAN
136
Cetera Advisor Networks
California
$1.37M -$225K -2,162 -14%
BBA
137
Braun-Bostich & Associates
Pennsylvania
$1.33M -$748K -7,177 -36%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$1.26M +$521 +5 +0%
RWM
139
RKL Wealth Management
Pennsylvania
$1.25M +$83.3K +798 +7%
1WA
140
180 Wealth Advisors
Washington
$1.25M -$8.34K -80 -0.7%
AB
141
AT Bancorp
Iowa
$1.25M +$1.25M +11,948 New
IWM
142
IHT Wealth Management
Illinois
$1.24M +$321K +3,079 +35%
SI
143
Stephens Inc
Arkansas
$1.2M +$1.2M +11,498 New
JIC
144
Johnson Investment Counsel
Ohio
$1.19M -$59.2K -569 -5%
RJT
145
Raymond James Trust
Florida
$1.18M -$102K -978 -8%
QA
146
Quantitative Advantage
Minnesota
$1.18M -$8.54K -82 -0.7%
Deutsche Bank
147
Deutsche Bank
Germany
$1.09M +$1.01M +9,664 +1,216%
QCMNJ
148
Quantum Capital Management (New Jersey)
New Jersey
$1.08M +$937 +9 +0.1%
Renaissance Technologies
149
Renaissance Technologies
New York
$1.02M -$1.19M -11,468 -54%
DIA
150
Dana Investment Advisors
Wisconsin
$987K -$131K -1,260 -12%
4 5
6
7 8