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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 %
CA
176
Continuum Advisory
Idaho
$740K -$211K -2,044 -22%
BBA
177
Braun-Bostich & Associates
Pennsylvania
$735K -$587K -5,680 -44%
PA
178
PFG Advisors
Arizona
$673K -$12.6K -123 -2%
NDSI
179
Newman Dignan & Sheerar Inc
Rhode Island
$673K +$3.68K +36 +0.5%
IA
180
IFG Advisory
Georgia
$659K +$61.4K +595 +10%
FIM
181
Freedom Investment Management
Connecticut
$644K -$44.8K -432 -7%
LW
182
Linscomb Wealth
Texas
$587K – – –
FHA
183
Flagship Harbor Advisors
Massachusetts
$564K -$12.8K -124 -2%
Creative Planning
184
Creative Planning
Kansas
$555K +$51.3K +497 +10%
LFAS
185
Level Four Advisory Services
Texas
$544K -$60.2K -583 -10%
HA
186
Hays Advisory
Tennessee
$543K +$3.41K +33 +0.6%
Comerica Bank
187
Comerica Bank
Texas
$531K -$5.43K -53 -1%
SPIA
188
Steward Partners Investment Advisory
New York
$506K -$42.7K -413 -8%
SPC
189
Sigma Planning Corp
Michigan
$504K +$98.6K +955 +24%
Federated Hermes
190
Federated Hermes
Pennsylvania
$503K -$7.23K -70 -1%
JCM
191
Jacobi Capital Management
Pennsylvania
$501K -$43K -416 -8%
CW
192
CreativeOne Wealth
Kansas
$483K +$27.7K +268 +6%
NA
193
NewEdge Advisors
Louisiana
$474K +$27.2K +263 +6%
HighTower Advisors
194
HighTower Advisors
Illinois
$459K -$2M -19,391 -81%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$459K -$26.2K -253 -5%
A
196
AdvicePeriod
California
$452K -$49.8K -482 -10%
WI
197
WrapManager Inc
California
$433K -$1.45K -14 -0.3%
BRWA
198
B. Riley Wealth Advisors
Florida
$422K -$39.2K -379 -8%
LTI
199
Laffer Tengler Investments
Tennessee
$420K -$46K -445 -10%
TWM
200
Torch Wealth Management
Ohio
$418K – – –
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