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iShares MBS ETF
MBB

Overview Fund Activity

324 hedge funds and large institutions have $10.7B invested in iShares MBS ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
7.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
47
Increased
128
Reduced
106
Closed
50
Calls
$345K
Puts
$900K
Net Calls
-$555K
Net Calls Change
-$224K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.26B
2
Jane Street
Jane Street
New York
$136M
3
T
Thomaspartners
Massachusetts
$214M
4
Ameriprise
Ameriprise
Minnesota
$262M
5
Barclays
Barclays
United Kingdom
$63.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
2
SAS
Sage Advisory Services
Texas
$86.9M
3
IA
IndexIQ Advisors
New York
$32.3M
4
CIA
Capital Investment Advisors
Georgia
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$238K +$13.9K +133 +6%
GAM
227
Gould Asset Management
California
$230K +$33K +315 +17%
EWM
228
Evercore Wealth Management
New York
$229K – – –
CFD
229
Creative Financial Designs
Indiana
$228K – – –
BFPW
230
BOK Financial Private Wealth
Colorado
$228K – – –
DC
231
Davenport & Co
Virginia
$227K -$7.85K -75 -3%
TFA
232
Transamerica Financial Advisors
Florida
$222K -$78.2K -745 -26%
OC
233
Oakworth Capital
Alabama
$221K – – –
VCA
234
Verdence Capital Advisors
Maryland
$221K +$221K +2,111 New
TTWM
235
TCV Trust & Wealth Management
Virginia
$217K +$217K +2,077 New
KWA
236
KCS Wealth Advisory
California
$212K -$423K -4,043 -67%
OC
237
Oppenheimer & Co
New York
$212K +$212K +2,022 New
SAM
238
Shamrock Asset Management
Texas
$209K +$200K +1,947 +2,346%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$209K +$209K +2,000 New
CIAS
240
Capital Investment Advisory Services
North Carolina
$202K -$117K -1,119 -37%
FHA
241
Flagship Harbor Advisors
Massachusetts
$202K -$10.6K -101 -5%
CCM
242
Covington Capital Management
California
$200K -$39.9K -382 -17%
ACS
243
Archford Capital Strategies
Illinois
$181K +$181K +1,696 New
AF
244
Advisornet Financial
Minnesota
$177K +$129K +1,229 +267%
Citigroup
245
Citigroup
New York
$175K -$300K -2,867 -63%
GCM
246
Gables Capital Management
Florida
$167K +$167K +1,600 New
PSC
247
Prentiss Smith & Co
Vermont
$152K – – –
MAM
248
Meeder Asset Management
Ohio
$132K +$10K +96 +8%
APP
249
Avantax Planning Partners
Iowa
$126K +$126K +1,206 New
BAM
250
Barrett Asset Management
New York
$123K -$23.6K -225 -16%
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