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iShares MBS ETF
MBB

Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.13B
2
Barclays
Barclays
United Kingdom
$605M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
4
CSIA
Charles Schwab Investment Advisory
California
$1.17B
5
Truist Financial
Truist Financial
North Carolina
$157M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
NP
NorthRock Partners
Minnesota
$4.53M
3
Principal Financial Group
Principal Financial Group
Iowa
$188M
4
KC
Kepos Capital
New York
$30.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
151
NorthRock Partners
Minnesota
$4.53M -$80.8M -39,526 -95%
JFGIW
152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.42M +$436K +4,037 +11%
IWP
153
Icon Wealth Partners
Texas
$4.33M +$218K +2,019 +5%
ERIM
154
Eagle Ridge Investment Management
Connecticut
$4.29M -$14K -130 -0.3%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$4.23M +$129K +1,193 +3%
CAM
156
Concorde Asset Management
Michigan
$4.22M +$600K +5,558 +17%
FPGK
157
Financial Partners Group (Kansas)
Kansas
$4.22M +$426K +3,916 +11%
FSA
158
Financial Sense Advisors
California
$4.2M +$27.3K +253 +0.7%
MM
159
Meridian Management
Arkansas
$4.17M +$642K +5,943 +18%
HCA
160
Heck Capital Advisors
Wisconsin
$3.96M +$212K +1,965 +6%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$3.94M +$377K +3,482 +11%
CWM
162
Cabot Wealth Management
Massachusetts
$3.88M +$3.08M +28,473 +383%
HPC
163
Hobart Private Capital
North Carolina
$3.86M +$226K +2,087 +6%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.85M +$1.59M +14,725 +71%
MAFM
165
Mid Atlantic Financial Management
Pennsylvania
$3.83M +$886K +8,202 +30%
CA
166
Cetera Advisors
Colorado
$3.77M +$292K +2,703 +8%
Invesco
167
Invesco
Georgia
$3.69M +$98.3K +910 +3%
CAN
168
Cetera Advisor Networks
California
$3.69M -$263K -2,438 -7%
CB
169
Commerce Bank
Missouri
$3.65M -$1.57M -14,543 -30%
SFA
170
Semmax Financial Advisors
North Carolina
$3.63M +$618K +5,721 +21%
TF
171
Trek Financial
Arizona
$3.59M +$1.37M +12,669 +62%
1NWS
172
1 North Wealth Services
Maryland
$3.55M +$311K +2,880 +10%
SPIA
173
Steward Partners Investment Advisory
New York
$3.53M +$216K +1,997 +7%
MBT
174
Montecito Bank & Trust
California
$3.5M +$75K +694 +2%
BCM
175
Bluefin Capital Management
New York
$3.49M +$3.49M +32,326 New
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