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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 %
SPC
176
Sigma Planning Corp
Michigan
$2.32M -$7.3M -67,425 -76%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M +$767K +7,086 +51%
BEC
178
Blue Edge Capital
Virginia
$2.25M +$45.2K +417 +2%
JIP
179
Jaffetilchin Investment Partners
Florida
$2.24M +$763K +7,041 +52%
TF
180
Trek Financial
Arizona
$2.22M +$264K +2,438 +13%
IIA
181
IPG Investment Advisors
California
$2.22M +$418K +3,862 +23%
TPWA
182
TRUE Private Wealth Advisors
Oregon
$2.22M +$152K +1,407 +7%
SFA
183
Sequoia Financial Advisors
Ohio
$2.18M +$446K +4,117 +26%
BAM
184
Belpointe Asset Management
Nevada
$2.17M +$140K +1,297 +7%
NFG
185
Next Financial Group
Texas
$2.17M +$335K +3,093 +18%
BC
186
Bartlett & Co
Ohio
$2.15M +$119K +1,100 +6%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$2.15M +$119K +1,100 +6%
Prudential Financial
188
Prudential Financial
New Jersey
$2.11M +$622K +5,748 +42%
CST
189
Charles Schwab Trust
Nevada
$2.09M +$2.09M +19,375 New
HPC
190
HM Payson & Co
Maine
$2.05M +$292K +2,700 +17%
CC
191
Cedar Capital
Illinois
$2.03M +$156K +1,439 +8%
SFS
192
Sowell Financial Services
Arkansas
$2.03M +$2.03M +18,766 New
SC
193
Scotia Capital
Ontario, Canada
$1.99M +$1.7M +15,730 +599%
SFM
194
Signet Financial Management
New Jersey
$1.97M +$31.2K +289 +2%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.91M +$84.8K +783 +5%
SS
196
Simplicity Solutions
Minnesota
$1.81M -$362K -3,341 -17%
FNBT
197
FineMark National Bank & Trust
Florida
$1.77M +$54.8K +506 +3%
BRWA
198
B. Riley Wealth Advisors
Florida
$1.75M +$1.17M +10,823 +203%
CCA
199
Clearwater Capital Advisors
Illinois
$1.69M -$336K -3,101 -17%
DE
200
Day & Ennis
Georgia
$1.67M +$835K +7,712 +100%
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