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iShares MBS ETF
MBB

Overview Fund Activity

332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
7.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
72
Increased
130
Reduced
93
Closed
28
Calls
$277K
Puts
$608K
Net Calls
-$331K
Net Calls Change
-$117K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.09B
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$147M
3
Stifel Financial
3
Stifel Financial
Missouri
$138M
4
IA
4
IndexIQ Advisors
New York
$59.8M
5
AIA
5
Avalon Investment & Advisory
Texas
$37.6M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$0
2
Barclays
2
Barclays
United Kingdom
$6.72M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.85M
5
UBS AM
5
UBS AM
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
226
Colony Group
Massachusetts
$294K -$4.16K -39 -1%
LNB
227
Ledyard National Bank
$291K +$39.5K +370 +16%
CHAM
228
Clear Harbor Asset Management
Connecticut
$290K -$41K -385 -12%
IAA
229
Ironsides Asset Advisors
North Carolina
$277K -$266K -2,500 -49%
AIP
230
Ameritas Investment Partners
Nebraska
$275K +$10.9K +17 +4%
CA
231
Clearstead Advisors
Ohio
$264K +$264K +2,480 New
WCM
232
Washington Capital Management
Washington
$258K +$258K +2,420 New
CA
233
Calton & Associates
Florida
$251K +$251K +2,380 New
MBTD
234
Mechanics Bank - Trust Department
California
$250K – – –
JCM
235
Jacobi Capital Management
Pennsylvania
$250K +$63.9K +601 +34%
MFW
236
Mosaic Family Wealth
Missouri
$249K +$151K +1,413 +153%
HFS
237
Haverford Financial Services
Pennsylvania
$248K -$426 -4 -0.2%
CCM
238
Covington Capital Management
California
$245K -$26.7K -250 -10%
VWM
239
Venturi Wealth Management
Texas
$244K – – –
WCM
240
Weatherstone Capital Management
Colorado
$240K -$22.6K -212 -9%
DC
241
Davenport & Co
Virginia
$240K – – –
EWM
242
Evercore Wealth Management
New York
$233K +$28.2K +265 +14%
CFD
243
Creative Financial Designs
Indiana
$232K -$1.49K -14 -0.6%
BFPW
244
BOK Financial Private Wealth
Colorado
$232K – – –
SFA
245
Sequoia Financial Advisors
Ohio
$228K +$228K +2,141 New
OC
246
Oakworth Capital
Alabama
$226K – – –
PGA
247
Premia Global Advisors
Florida
$222K +$222K +2,128 New
BRWA
248
B. Riley Wealth Advisors
Florida
$216K +$216K +2,012 New
FHA
249
Flagship Harbor Advisors
Massachusetts
$215K -$11.2K -105 -5%
DIA
250
Davidson Investment Advisors
Montana
$213K -$32K -300 -13%
8 9
10
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