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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 %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
OIA
302
OneDigital Investment Advisors
Kansas
$19K +$105 +1 +0.6%
AC
303
Avestar Capital
New York
$18K +$18K +175 New
CFA
304
Carroll Financial Associates
North Carolina
$17K +$309 +3 +2%
MOS
305
MGO One Seven
Ohio
$16K +$16K +154 New
AWA
306
Acorn Wealth Advisors
Michigan
$15K +$15K +145 New
AWM
307
AllSquare Wealth Management
New York
$14K -$57K -517 -80%
CAL
308
Capital Analysts LLC
Pennsylvania
$13K -$520 -5 -4%
MIM
309
Macroview Investment Management
Maryland
$13K – – –
WT
310
Whittier Trust
California
$11K – – –
MWM
311
Mascoma Wealth Management
New Hampshire
$10K – – –
SAM
312
Shamrock Asset Management
Texas
$9K – – –
PCA
313
Providence Capital Advisors
North Carolina
$9K +$9K +85 New
TCOV
314
Trust Company of Vermont
Vermont
$8K +$8K +75 New
TRCT
315
Tower Research Capital (TRC)
New York
$7K -$6.69K -65 -49%
VFA
316
Valeo Financial Advisors
Indiana
$7K – – –
FCAS
317
First Command Advisory Services
Texas
$7K +$7K +62 New
BCMIO
318
Beacon Capital Management Inc (Ohio)
Ohio
$7K +$7K +63 New
MSA
319
Marino Stram & Associates
Massachusetts
$7K +$7K +64 New
SFG
320
SevenBridge Financial Group
Pennsylvania
$6K -$2.2K -22 -27%
APA
321
American Portfolios Advisors
New York
$5.44K +$5.44K +51 New
RFM
322
Royal Fund Management
Florida
$5K – – –
AF
323
Allworth Financial
California
$4K -$36.8K -340 -90%
PK
324
Pflug Koory
Nebraska
$4K – – –
CB
325
CNB Bank
Pennsylvania
$4K +$4K +36 New
11 12
13
14 15