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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 %
FGC
276
Financial Gravity Companies
Texas
$55K +$55K +524 New
AIM
277
Anchor Investment Management
South Carolina
$51.2K – – –
AF
278
Advisornet Financial
Minnesota
$49K +$49K +460 New
SWM
279
SeaCrest Wealth Management
New York
$49K +$49K +464 New
KTC
280
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
DBT
281
Dubuque Bank & Trust
Iowa
$48K +$33.5K +313 +232%
VCM
282
Vigilant Capital Management
Maine
$43K – – –
SFSIG
283
San Francisco Sentry Investment Group
California
$35K -$29.4K -275 -46%
BRC
284
Bell Rock Capital
Delaware
$35K – – –
AIM
285
Advantage Investment Management
Iowa
$34K -$13.2K -122 -28%
WA
286
Winfield Associates
Ohio
$32K – – –
PGWM
287
Parisi Gray Wealth Management
New Jersey
$32K +$32K +298 New
IWP
288
Icon Wealth Partners
Texas
$31K +$31K +291 New
FIB
289
First Interstate Bank
Montana
$28K +$28K +263 New
MBT
290
Monroe Bank & Trust
Michigan
$27K +$27K +250 New
RFC
291
Regions Financial Corp
Alabama
$26K +$26K +247 New
AIS
292
AlphaOne Investment Services
Pennsylvania
$25K +$105 +1 +0.4%
TFS
293
TrustCore Financial Services
Tennessee
$25K +$25K +230 New
NPC
294
National Planning Corporation
California
$24.5K -$497K -4,664 -95%
MPPLM
295
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$23K +$23K +212 New
ACM
296
Armbruster Capital Management
New York
$23K +$23K +213 New
RCA
297
Rowland Carmichael Advisors
Arizona
$21K – – –
WP
298
WealthShield Partners
North Carolina
$21K +$21K +198 New
W
299
WealthShield
North Carolina
$21K +$21K +198 New
1IA
300
1834 Investment Advisors
Wisconsin
$20K +$20K +189 New
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12
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