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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 %
PO
276
Private Ocean
California
$47K +$47K +451 New
AWA
277
Acorn Wealth Advisors
Michigan
$45K +$29.8K +285 +197%
WF
278
WealthTrust Fairport
Ohio
$43K +$43K +414 New
PGWM
279
Parisi Gray Wealth Management
New Jersey
$39K +$7.76K +74 +25%
WB
280
Webster Bank
Connecticut
$36K -$30.4K -291 -46%
BRC
281
Bell Rock Capital
Delaware
$35K +$636 +6 +2%
AIM
282
Advantage Investment Management
Iowa
$33K – – –
SFSIG
283
San Francisco Sentry Investment Group
California
$30K -$4.79K -45 -14%
KCPG
284
Kavar Capital Partners Group
Kansas
$30K +$30K +287 New
MBT
285
Monroe Bank & Trust
Michigan
$26K – – –
AIS
286
AlphaOne Investment Services
Pennsylvania
$26K +$1.05K +10 +4%
Northern Trust
287
Northern Trust
Illinois
$25K +$25K +23,565 New
MPPLM
288
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$22K – – –
SWP
289
Strategic Wealth Partners
Ohio
$22K +$22K +210 New
WP
290
WealthShield Partners
North Carolina
$21K – – –
BA
291
Ballew Advisors
Mississippi
$21K +$21K +200 New
RCA
292
Rowland Carmichael Advisors
Arizona
$20K – – –
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
SIS
294
Sound Income Strategies
Florida
$16K +$13K +127 +438%
CAL
295
Capital Analysts LLC
Pennsylvania
$15K +$2.16K +21 +17%
FRA
296
Front Row Advisors
California
$15K +$11.8K +109 +363%
WDL
297
Well Done LLC
Michigan
$15K +$15K +145 New
AWM
298
AllSquare Wealth Management
New York
$13K – – –
MIM
299
Macroview Investment Management
Maryland
$13K – – –
PCG
300
Private Capital Group
Connecticut
$13K +$13K +124 New
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12
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