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iShares MBS ETF
MBB

Overview Fund Activity

356 hedge funds and large institutions have $10.9B invested in iShares MBS ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 105 increasing their positions, 124 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
356
Holders Change
+39
Holders Change %
+12.3%
% of All Funds
7.94%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.65%
New
82
Increased
105
Reduced
124
Closed
41
Calls
$283K
Puts
$712K
Net Calls
-$429K
Net Calls Change
-$274K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$605M
2
RIG
RiverFront Investment Group
Virginia
$93.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$446M
4
PCM
Price Capital Management
Louisiana
$53.3M
5
Ameriprise
Ameriprise
Minnesota
$325M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.79B
2
CWM
Cornerstone Wealth Management
Missouri
$904K
3
Jane Street
Jane Street
New York
$0
4
UCFA
United Capital Financial Advisors
Texas
$216M
5
1CP
1607 Capital Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$1.04M -$33.1K -317 -3%
HW
177
Hancock Whitney
Mississippi
$1.01M +$1.01M +9,677 New
JWS
178
Juncture Wealth Strategies
Arizona
$1.01M -$611K -5,835 -38%
WAM
179
Watermark Asset Management
California
$950K +$1.05K +10 +0.1%
TSS
180
Two Sigma Securities
New York
$912K +$912K +8,711 New
CWM
181
Cornerstone Wealth Management
Missouri
$904K -$129M -1,226,759 -99%
FA
182
FC Advisory
Pennsylvania
$886K +$623K +5,956 +237%
SIA
183
Strategic Investment Advisors
Michigan
$861K +$861K +8,230 New
RWMH
184
Riverpoint Wealth Management Holdings
Illinois
$827K +$10.9K +104 +1%
FNC
185
First National Corp
Massachusetts
$823K +$823K +7,869 New
Loomis, Sayles & Company
186
Loomis, Sayles & Company
Massachusetts
$808K +$808K +7,720 New
5L
187
55I LLC
Massachusetts
$770K +$770K +7,357 New
FNBOSM
188
First National Bank of South Miami
Florida
$769K +$769K +7,286 New
SXL
189
Summit X LLC
Missouri
$754K +$754K +397 New
CC
190
Cypress Capital
Tennessee
$750K +$750K +7,167 New
PA
191
PFG Advisors
Arizona
$725K +$34.1K +324 +5%
PA
192
Planning Alternatives
Michigan
$695K -$1.23M -11,745 -64%
EWA
193
EP Wealth Advisors
California
$695K +$695K +6,641 New
BBA
194
Braun-Bostich & Associates
Pennsylvania
$660K -$84.2K -805 -11%
FIM
195
Freedom Investment Management
Connecticut
$639K -$11.1K -106 -2%
LFAS
196
Level Four Advisory Services
Texas
$628K +$76.5K +731 +14%
LW
197
Linscomb Wealth
Texas
$610K +$15.6K +149 +3%
PFA
198
Pettinga Financial Advisors
Indiana
$587K +$587K +5,605 New
Comerica Bank
199
Comerica Bank
Texas
$579K +$34.8K +331 +6%
Creative Planning
200
Creative Planning
Kansas
$577K +$14.9K +142 +3%
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