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iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $9.76B invested in iShares MBS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
–
Holders Change %
0%
% of All Funds
7.19%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
31
Increased
122
Reduced
86
Closed
26
Calls
–
Puts
$214K
Net Calls
-$214K
Net Calls Change
+$96K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.92B
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$236M
3
T
3
Thomaspartners
Massachusetts
$93.7M
4
BlackRock
4
BlackRock
New York
$146M
5
Morgan Stanley
5
Morgan Stanley
New York
$208M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.2M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$25.1M
3
LG
3
Leuthold Group
Minnesota
$7.8M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
UBS AM
5
UBS AM
Illinois
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$193K -$425K -3,973 -69%
FA
227
Financial Advantage
Maryland
$189K +$189K +1,763 New
JCM
228
Jacobi Capital Management
Pennsylvania
$187K +$50.3K +471 +37%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$181K +$139K +1,330 +333%
PA
230
Parallel Advisors
California
$165K – – –
PSC
231
Prentiss Smith & Co
Vermont
$155K – – –
BAM
232
Barrett Asset Management
New York
$129K +$80.6K +750 +167%
HCC
233
Hirtle Callaghan & Co
Pennsylvania
$122K -$122K – –
BF
234
BOK Financial
Oklahoma
$112K +$112K +1,050 New
BCA
235
Bray Capital Advisors
Florida
$107K – – –
FNB
236
Farmers National Bank
Kentucky
$107K – – –
FANJ
237
Financial Architects (New Jersey)
New Jersey
$102K +$3.11K +29 +3%
HDIM
238
Hanson & Doremus Investment Management
Vermont
$101K – – –
MCIA
239
Mountain Capital Investment Advisors
Colorado
$101K – – –
WTC
240
WhitTier Trust Company
Nevada
$99K – – –
MFW
241
Mosaic Family Wealth
Missouri
$99K – – –
RFWA
242
RPg Family Wealth Advisory
Massachusetts
$98K +$98K +915 New
RIA
243
RPG Investment Advisory
California
$94K +$94K +877 New
GWM
244
Geneos Wealth Management
Colorado
$85K -$61.6K -576 -42%
SAM
245
Solaris Asset Management
New York
$85K – – –
MAM
246
Meeder Asset Management
Ohio
$72K +$17.4K +162 +32%
AWM
247
AllSquare Wealth Management
New York
$69K +$69K +644 New
WB
248
Webster Bank
Connecticut
$68K – – –
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$20.4K +190 +47%
SFSIG
250
San Francisco Sentry Investment Group
California
$64K +$34K +320 +113%
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