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iShares MBS ETF
MBB

Overview Fund Activity

268 hedge funds and large institutions have $6.93B invested in iShares MBS ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
28
Increased
115
Reduced
82
Closed
27
Calls
–
Puts
$4.6M
Net Calls
-$4.6M
Net Calls Change
-$4.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.9B
2
Wells Fargo
Wells Fargo
California
$518M
3
State Street
State Street
Massachusetts
$105M
4
UBS Group
UBS Group
Switzerland
$292M
5
Fisher Asset Management
Fisher Asset Management
Washington
$386M

Top Sellers

1
LPL Financial
LPL Financial
California
$515K
2
TAIM
TD Ameritrade Investment Management
Nebraska
$325M
3
AssetMark Inc
AssetMark Inc
California
$61.7M
4
Charles Schwab
Charles Schwab
California
$0
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
251
Benjamin F. Edwards & Company
Missouri
$22K – – –
RCA
252
Rowland Carmichael Advisors
Arizona
$21K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
KA
254
Klingman & Associates
New York
$20K – – –
Manulife (Manufacturers Life Insurance)
255
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$20K +182 New
MAM
256
Meeder Asset Management
Ohio
$16K -$6.54K -58 -29%
FANJ
257
Financial Architects (New Jersey)
New Jersey
$16K – – –
VIA
258
Vantage Investment Advisors
Pennsylvania
$16K +$16K +150 New
DBT
259
Dubuque Bank & Trust
Iowa
$15K – – –
GBBWRPM
260
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$15K +142 New
MIM
261
Macroview Investment Management
Maryland
$14K – – –
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$13K +120 New
SFG
263
SevenBridge Financial Group
Pennsylvania
$12K +$12K +111 New
MWM
264
MinichMacGregor Wealth Management
New York
$9K – – –
AIP
265
Ameritas Investment Partners
Nebraska
$8K -$500 -5 -6%
AA
266
Advisory Alpha
Michigan
$7K – – –
GWS
267
Glassman Wealth Services
Virginia
$5K – – –
ED
268
Exane Derivatives
France
$4.28K -$110 -1 -3%
RFA
269
Reilly Financial Advisors
California
$2K – – –
WEC
270
Winslow Evans & Crocker
Massachusetts
$440 – – –
Charles Schwab
271
Charles Schwab
California
– -$25.6M -233,748 Closed
FIG
272
FundX Investment Group
California
– -$24.7M -225,970 Closed
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
– -$11.8M -108,149 Closed
Jane Street
274
Jane Street
New York
– -$9.28M -84,773 Closed
SIM
275
Strategic Investment Management
Virginia
– -$7.13M -65,120 Closed
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