MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

317 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
7.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.44%
New
29
Increased
105
Reduced
126
Closed
28
Calls
$279K
Puts
$434K
Net Calls
-$155K
Net Calls Change
+$985K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
Wells Fargo
California
$715M
3
IA
IndexIQ Advisors
New York
$69.7M
4
UCFA
United Capital Financial Advisors
Texas
$245M
5
Jane Street
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
BlackRock
New York
$172M
2
Fisher Asset Management
Fisher Asset Management
Washington
$512M
3
Bank of America
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
AssetMark Inc
California
$66.9M
5
1CP
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$1.18M +$1.76K +17 +0.1%
CWM
152
Cahaba Wealth Management
Georgia
$1.15M +$383K +3,721 +50%
CCM
153
Crabel Capital Management
California
$1.11M +$267K +2,587 +32%
HCM
154
Hudson Capital Management
New Jersey
$1.11M -$680K -6,584 -38%
TC
155
Trilogy Capital
California
$1.08M +$1.08M +10,462 New
QCMNJ
156
Quantum Capital Management (New Jersey)
New Jersey
$1.07M -$103 -1 -0%
FM
157
Forward Management
California
$1.07M +$137K +1,323 +15%
RJT
158
Raymond James Trust
Florida
$1.06M -$114K -1,100 -10%
FC
159
FCA Corp
Texas
$1.05M +$211K +2,039 +25%
SI
160
Stephens Inc
Arkansas
$1.05M -$143K -1,383 -12%
IP
161
Intellectus Partners
California
$1.01M +$98.8K +956 +11%
LWM
162
Lenox Wealth Management
Ohio
$983K +$983K +9,117 New
BAM
163
Belpointe Asset Management
Nevada
$965K +$965K +9,335 New
BC
164
Bartlett & Co
Ohio
$953K +$6K +58 +0.6%
BCWM
165
Bartlett & Co Wealth Management
Ohio
$953K +$5.99K +58 +0.6%
CC
166
Cedar Capital
Illinois
$949K +$90.1K +872 +10%
DIA
167
Dana Investment Advisors
Wisconsin
$947K -$32K -310 -3%
WAM
168
Watermark Asset Management
California
$937K -$30.1K -291 -3%
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$921K -$14K -135 -1%
UB
170
UMB Bank
Missouri
$829K – – –
RWMH
171
Riverpoint Wealth Management Holdings
Illinois
$808K +$5.27K +51 +0.7%
CCA
172
Cobblestone Capital Advisors
New York
$806K +$72.8K +705 +10%
MWM
173
Merriman Wealth Management
Washington
$781K +$23.6K +228 +3%
SCA
174
Snowden Capital Advisors
New York
$779K +$11.6K +112 +2%
MRC
175
Millburn Ridgefield Corp
New York
$747K +$207K +2,002 +38%
5 6
7
8 9