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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.

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
1
Envestnet Asset Management
Illinois
$1.02B
2
Principal Financial Group
2
Principal Financial Group
Iowa
$251M
3
Jane Street
3
Jane Street
New York
$175M
4
CSIA
4
Charles Schwab Investment Advisory
California
$995M
5
BlackRock
5
BlackRock
New York
$293M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$955M
2
Barclays
2
Barclays
United Kingdom
$200M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$0
4
KC
4
Kepos Capital
New York
$86M
5
FA
5
FDx Advisors
Illinois
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.1B 56,352,722 +335,060 +0.6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.02B 9,417,907 +3,057,330 +48%
Wells Fargo
3
Wells Fargo
California
$1B 9,277,575 +382,100 +4%
CSIA
4
Charles Schwab Investment Advisory
California
$995M 9,187,948 +950,814 +12%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$955M 8,816,994 -3,512,713 -28%
Fisher Asset Management
6
Fisher Asset Management
Washington
$698M 6,449,149 +401,451 +7%
Ameriprise
7
Ameriprise
Minnesota
$417M 3,838,935 +488,828 +15%
Morgan Stanley
8
Morgan Stanley
New York
$326M 3,006,588 +564,952 +23%
BlackRock
9
BlackRock
New York
$293M 2,701,253 +660,686 +32%
Principal Financial Group
10
Principal Financial Group
Iowa
$251M 2,313,474 +2,311,350 +108,821%
LPL Financial
11
LPL Financial
California
$240M 2,216,428 +610,999 +38%
UCFA
12
United Capital Financial Advisors
Texas
$218M 2,013,401 -141,627 -7%
Stifel Financial
13
Stifel Financial
Missouri
$204M 1,883,493 +20,072 +1%
Barclays
14
Barclays
United Kingdom
$200M 1,842,851 -322,724 -15%
Jane Street
15
Jane Street
New York
$175M 1,611,788 +1,443,135 +856%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$154M 1,422,368 +15,020 +1%
AssetMark Inc
17
AssetMark Inc
California
$138M 1,272,345 +11,099 +0.9%
SB
18
Suntrust Banks
Georgia
$136M 1,258,450 +40,563 +3%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$107M 983,400 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$103M 948,774 -164,537 -15%
UBS Group
21
UBS Group
Switzerland
$101M 928,554 +174,382 +23%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$100M 926,688 +191,388 +26%
RIG
23
RiverFront Investment Group
Virginia
$92.5M 854,085 -7,428 -0.9%
CIM
24
Centersquare Investment Management
Pennsylvania
$91.7M 847,060 +75,260 +10%
KC
25
Kepos Capital
New York
$86M 794,200 -213,800 -21%
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