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iShares MBS ETF
MBB

Overview Fund Activity

429 hedge funds and large institutions have $16.8B invested in iShares MBS ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 90 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+20
Holders Change %
+4.89%
% of All Funds
9.42%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.66%
New
68
Increased
229
Reduced
90
Closed
45
Calls
$111M
Puts
$56.7M
Net Calls
+$53.9M
Net Calls Change
+$114M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
Principal Financial Group
Iowa
$251M
3
Jane Street
Jane Street
New York
$175M
4
CSIA
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$955M
2
Barclays
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
4
KC
Kepos Capital
New York
$86M
5
FA
FDx Advisors
Illinois
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$3.49M +$853K +7,867 +32%
MBT
152
Montecito Bank & Trust
California
$3.44M +$3.44M +31,725 New
AIM
153
Acropolis Investment Management
Missouri
$3.39M -$12K -111 -0.4%
PAG
154
Pinnacle Advisory Group
Maryland
$3.39M -$287K -2,653 -8%
PG
155
Proffitt & Goodson
Tennessee
$3.39M -$9.1K -84 -0.3%
QFA
156
Quattro Financial Advisors
Texas
$3.37M +$2.45M +22,659 +266%
SPIA
157
Steward Partners Investment Advisory
New York
$3.32M +$1.49M +13,798 +82%
LFG
158
LifePlan Financial Group
Ohio
$3.3M +$1.72M +15,906 +109%
1NWS
159
1 North Wealth Services
Maryland
$3.24M +$3.24M +29,929 New
CWG
160
Cornerstone Wealth Group
North Carolina
$3.16M +$10.7K +99 +0.3%
BOTW
161
Bank of the West
California
$3.05M -$637K -5,883 -17%
IFS
162
Ifrah Financial Services
Arkansas
$3.04M +$35.1K +324 +1%
SFA
163
Semmax Financial Advisors
North Carolina
$3.01M +$1.11M +10,234 +58%
MAFM
164
Mid Atlantic Financial Management
Pennsylvania
$2.95M +$1.37M +12,683 +87%
VAS
165
Vestmark Advisory Solutions
Massachusetts
$2.91M -$112K -1,033 -4%
CFGS
166
Concourse Financial Group Securities
Alabama
$2.86M +$1.08M +9,997 +61%
SWP
167
Stratos Wealth Partners
Ohio
$2.84M +$474K +4,380 +20%
SXL
168
Summit X LLC
Missouri
$2.66M -$464K -4,248 -15%
Citigroup
169
Citigroup
New York
$2.62M -$87K -803 -3%
CWS
170
Cypress Wealth Services
California
$2.61M +$1.52M +14,010 +139%
BHWM
171
Bar Harbor Wealth Management
New Hampshire
$2.58M -$90.6K -836 -3%
EVM
172
Eaton Vance Management
Massachusetts
$2.58M +$832K +7,685 +48%
RA
173
RFG Advisory
Alabama
$2.52M +$1.36M +12,563 +118%
MIAN
174
Mariner Independent Advisor Network
Kansas
$2.44M +$771K +7,126 +46%
RJT
175
Raymond James Trust
Florida
$2.39M +$1.08M +10,009 +83%
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