MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

270 hedge funds and large institutions have $6.76B invested in iShares MBS ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+10
Holders Change %
+3.85%
% of All Funds
7.21%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
41
Increased
97
Reduced
93
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$259M
2
Bank of America
2
Bank of America
North Carolina
$2.67B
3
Ameriprise
3
Ameriprise
Minnesota
$109M
4
WI
4
WBI Investments
New Jersey
$55.5M
5
FIG
5
FundX Investment Group
California
$24.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$417M
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$23.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
276
Natixis Advisors
Massachusetts
– -$7.07M -65,604 Closed
CCS
277
Crosspoint Capital Strategies
California
– -$3.54M -32,371 Closed
CS
278
Credit Suisse
Switzerland
– -$2.08M -19,284 Closed
HA
279
Hays Advisory
Tennessee
– -$1.24M -11,484 Closed
QA
280
Quintium Advisors
Tennessee
– -$1.18M -10,915 Closed
CSIA
281
Charles Schwab Investment Advisory
California
– -$496K -4,606 Closed
CG
282
Colony Group
Massachusetts
– -$391K -3,629 Closed
TNBTD
283
Trustmark National Bank Trust Department
Mississippi
– -$331K -3,076 Closed
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
– -$279K -2,595 Closed
Neuberger Berman Group
285
Neuberger Berman Group
New York
– -$234K -2,169 Closed
Loomis, Sayles & Company
286
Loomis, Sayles & Company
Massachusetts
– -$201K -1,867 Closed
FI
287
FormulaFolio Investments
Michigan
– -$200K -1,858 Closed
HW
288
Hedeker Wealth
Illinois
– -$140K -1,303 Closed
ACS
289
Archford Capital Strategies
Illinois
– -$135K -1,247 Closed
BCA
290
Bray Capital Advisors
Florida
– -$108K -1,000 Closed
SFPM
291
Sensible Financial Planning & Management
Massachusetts
– -$80K -742 Closed
CAL
292
Capital Advisors Ltd
Ohio
– -$61K -570 Closed
Simplex Trading
293
Simplex Trading
Illinois
– -$58K -543 Closed
JFA
294
JNBA Financial Advisors
Minnesota
– -$55K -508 Closed
PMFA
295
Plante Moran Financial Advisors
Michigan
– -$37K -340 Closed
LWCFA
296
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$13K -125 Closed
WTB
297
Washington Trust Bank
Washington
– -$5K -50 Closed
NMIS
298
Northwestern Mutual Investment Services
Wisconsin
– -$2K -23 Closed
CFS
299
Commonwealth Financial Services
West Virginia
– -$2K -19 Closed
TCM
300
Tradewinds Capital Management
Washington
– -$1K -11 Closed
8 9 10 11
12