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iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $6.45B invested in iShares MBS ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
7.19%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
32
Increased
106
Reduced
110
Closed
24
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
State Street
State Street
Massachusetts
$363M
2
LPL Financial
LPL Financial
California
$86.7M
3
Ameriprise
Ameriprise
Minnesota
$170M
4
Fisher Asset Management
Fisher Asset Management
Washington
$443M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$51.7M
3
UBS Group
UBS Group
Switzerland
$137M
4
BlackRock
BlackRock
New York
$92.1M
5
RJA
Raymond James & Associates
Florida
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
226
Lattice Strategies
Pennsylvania
$205K – – –
EWM
227
Evercore Wealth Management
New York
$204K +$86.7K +814 +74%
PA
228
Parallel Advisors
California
$166K +$153K +1,434 +1,205%
PSC
229
Prentiss Smith & Co
Vermont
$155K – – –
GWM
230
Geneos Wealth Management
Colorado
$146K -$72.3K -679 -33%
NA
231
NewEdge Advisors
Louisiana
$143K +$143K +1,340 New
JCM
232
Jacobi Capital Management
Pennsylvania
$136K +$31.9K +300 +31%
HCC
233
Hirtle Callaghan & Co
Pennsylvania
$122K -$121K – –
Citigroup
234
Citigroup
New York
$116K +$10.7K +101 +10%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$109K -$6.2K -58 -5%
BCA
236
Bray Capital Advisors
Florida
$107K – – –
FNB
237
Farmers National Bank
Kentucky
$107K +$107K +1,000 New
RPG
238
Risk Paradigm Group
Texas
$104K -$9.82K -92 -9%
MCIA
239
Mountain Capital Investment Advisors
Colorado
$101K +$101K +943 New
HDIM
240
Hanson & Doremus Investment Management
Vermont
$100K – – –
MFW
241
Mosaic Family Wealth
Missouri
$99K – – –
WTC
242
WhitTier Trust Company
Nevada
$98K – – –
FANJ
243
Financial Architects (New Jersey)
New Jersey
$98K +$95.8K +901 +4,290%
SAM
244
Solaris Asset Management
New York
$85K -$50.3K -470 -37%
PSUF
245
People's United Financial
Connecticut
$84K +$7.97K +75 +10%
WB
246
Webster Bank
Connecticut
$68K – – –
TF
247
Tompkins Financial
New York
$61K – – –
OIA
248
OneDigital Investment Advisors
Kansas
$60K +$60K +563 New
AC
249
Alexandria Capital
Virginia
$55K -$2.66K -25 -5%
VC
250
Vestor Capital
Illinois
$55K +$55K +512 New
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