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iShares MBS ETF
MBB

Overview Fund Activity

409 hedge funds and large institutions have $15.3B invested in iShares MBS ETF in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 189 increasing their positions, 99 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+20
Holders Change %
+5.14%
% of All Funds
8.9%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.46%
New
64
Increased
189
Reduced
99
Closed
37
Calls
$204K
Puts
$60.7M
Net Calls
-$60.5M
Net Calls Change
-$60.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$684M
2
CSIA
Charles Schwab Investment Advisory
California
$886M
3
Bank of America
Bank of America
North Carolina
$6.03B
4
CIM
Centersquare Investment Management
Pennsylvania
$83M
5
BlackRock
BlackRock
New York
$220M

Top Sellers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
2
SAS
Sage Advisory Services
Texas
$10.2M
3
Jane Street
Jane Street
New York
$18.1M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$24.8M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
151
Blue Edge Capital
Virginia
$2.19M +$42.2K +392 +2%
CAN
152
Cetera Advisor Networks
California
$2.19M -$302K -2,804 -12%
SS
153
Simplicity Solutions
Minnesota
$2.16M +$1.26M +11,740 +142%
PWPCM
154
Perella Weinberg Partners Capital Management
New York
$2.11M -$850K -7,903 -29%
TPWA
155
TRUE Private Wealth Advisors
Oregon
$2.05M -$728K -6,767 -26%
IWM
156
IHT Wealth Management
Illinois
$2.05M -$1.8M -16,736 -47%
SWP
157
Strategic Wealth Partners
Ohio
$2.02M -$2.17M -20,194 -52%
BC
158
Bartlett & Co
Ohio
$2.02M +$366K +3,399 +22%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$2.02M +$366K +3,399 +22%
BAM
160
Belpointe Asset Management
Nevada
$2.02M +$2.02M +18,751 New
PP
161
Paloma Partners
Connecticut
$2.02M +$2.02M +18,731 New
CCA
162
Clearwater Capital Advisors
Illinois
$2.01M -$101K -936 -5%
HPC
163
Hobart Private Capital
North Carolina
$2M +$2M +18,605 New
TF
164
Trek Financial
Arizona
$1.95M +$1.61M +14,940 +475%
SFM
165
Signet Financial Management
New Jersey
$1.94M -$210K -1,946 -10%
IWP
166
Icon Wealth Partners
Texas
$1.9M +$1.87M +17,348 +6,066%
SFA
167
Semmax Financial Advisors
North Carolina
$1.89M +$577K +5,364 +44%
CC
168
Cedar Capital
Illinois
$1.87M +$507K +4,713 +37%
NFG
169
Next Financial Group
Texas
$1.82M +$1.76M +16,317 +2,823%
SPIA
170
Steward Partners Investment Advisory
New York
$1.81M +$425K +3,949 +31%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$1.81M +$376K +3,498 +26%
IIA
172
IPG Investment Advisors
California
$1.79M -$108 -1 -0%
CFGS
173
Concourse Financial Group Securities
Alabama
$1.76M +$1.04M +9,624 +143%
HPC
174
HM Payson & Co
Maine
$1.74M – – –
EVM
175
Eaton Vance Management
Massachusetts
$1.74M +$643K +5,977 +59%
5 6
7
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