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

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$0
2
Barclays
Barclays
United Kingdom
$6.72M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.5M
4
Goldman Sachs
Goldman Sachs
New York
$9.85M
5
UBS AM
UBS AM
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
251
Wolverine Trading
Illinois
$209K +$209K +1,961 New
KCM
252
Karp Capital Management
California
$206K – – –
GAM
253
Gould Asset Management
California
$200K +$200K +1,880 New
HFS
254
HL Financial Services
Kentucky
$200K +$200K +1,881 New
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$184K – – –
ASN
256
Advisory Services Network
Georgia
$172K -$20.7K -194 -11%
PA
257
Parallel Advisors
California
$155K -$10.7K -100 -6%
PSC
258
Prentiss Smith & Co
Vermont
$155K – – –
BAM
259
Barrett Asset Management
New York
$149K +$21.3K +200 +17%
MAM
260
Meeder Asset Management
Ohio
$124K +$52.7K +496 +74%
FANJ
261
Financial Architects (New Jersey)
New Jersey
$118K +$16.4K +153 +16%
Bessemer Group
262
Bessemer Group
New Jersey
$107K -$235K -2,200 -69%
HDIM
263
Hanson & Doremus Investment Management
Vermont
$100K – – –
WTC
264
WhitTier Trust Company
Nevada
$98K – – –
RIA
265
RPG Investment Advisory
California
$93K – – –
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$25.9K +245 +41%
SAM
267
Solaris Asset Management
New York
$85K – – –
RFWA
268
RPg Family Wealth Advisory
Massachusetts
$77.6K -$19.9K -187 -20%
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$75K +$32.2K +301 +75%
GWM
270
Geneos Wealth Management
Colorado
$71K -$12.6K -120 -15%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.2K +$38.9K +365 +133%
WB
272
Webster Bank
Connecticut
$68K – – –
GBT
273
Grove Bank & Trust
Florida
$68K +$52.1K +493 +326%
CA
274
Crewe Advisors
Utah
$61K +$61K +575 New
TC
275
Telemus Capital
Michigan
$59K +$59K +550 New
9 10
11
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