MBB icon

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
1
Charles Schwab Investment Advisory
California
$342M
2
Wells Fargo
2
Wells Fargo
California
$715M
3
IA
3
IndexIQ Advisors
New York
$69.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$245M
5
Jane Street
5
Jane Street
New York
$41.2M

Top Sellers

1
BlackRock
1
BlackRock
New York
$172M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$512M
3
Bank of America
3
Bank of America
North Carolina
$5.23B
4
AssetMark Inc
4
AssetMark Inc
California
$66.9M
5
1CP
5
1607 Capital Partners
Virginia
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
201
IMA Advisory Services
Colorado
$408K – – –
LFG
202
LifePlan Financial Group
Ohio
$390K -$11.5K -111 -3%
Lazard Asset Management
203
Lazard Asset Management
New York
$382K -$401K – –
M&T Bank
204
M&T Bank
New York
$381K -$76.6K -742 -17%
Manulife (Manufacturers Life Insurance)
205
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$378K -$253K -2,451 -40%
DAS
206
Dynamic Advisor Solutions
Arizona
$368K -$118K -1,143 -24%
PPA
207
Parametric Portfolio Associates
Washington
$362K – – –
FNT
208
First National Trust
Pennsylvania
$353K – – –
OWP
209
Obermeyer Wealth Partners
Colorado
$352K +$352K +3,407 New
TA
210
TMD & Associates
Arizona
$351K – – –
AF
211
Allworth Financial
California
$339K -$10.2K -99 -3%
SFP
212
Shepherd Financial Partners
Massachusetts
$338K – – –
LPIC
213
LeJeune Puetz Investment Counsel
Michigan
$336K -$31K -300 -8%
AWS
214
AJ Wealth Strategies
New York
$329K +$52.1K +504 +19%
CFGS
215
Concourse Financial Group Securities
Alabama
$329K +$329K +3,183 New
Citigroup
216
Citigroup
New York
$326K -$1.58M -15,250 -83%
SFA
217
Sequoia Financial Advisors
Ohio
$326K -$18.4K -178 -5%
FPCP
218
Fort Point Capital Partners
California
$310K -$132K -1,278 -30%
CHAM
219
Clear Harbor Asset Management
Connecticut
$290K +$718 +7 +0.2%
FAIM
220
Financial Advocates Investment Management
Washington
$289K -$47.6K -461 -14%
ACS
221
Archford Capital Strategies
Illinois
$285K -$26.4K -255 -8%
DBT
222
Dubuque Bank & Trust
Iowa
$284K -$28.5K -276 -9%
ACP
223
Aveo Capital Partners
Colorado
$281K -$27.6K -270 -9%
AWM
224
AE Wealth Management
Kansas
$281K +$281K +2,716 New
GJIC
225
Gamble Jones Investment Counsel
California
$280K -$183K -1,775 -40%
7 8
9
10 11