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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 %
CIM
51
Cetera Investment Management
California
$9.87M -$574K -5,241 -5%
VFA
52
Voya Financial Advisors
Connecticut
$9.36M +$90.3K +826 +1%
Jane Street
53
Jane Street
New York
$9.28M +$9.28M +84,773 New
BTS
54
BB&T Securities
Virginia
$9.2M +$975K +8,903 +12%
BWAM
55
Boyd Watterson Asset Management
Ohio
$8.88M -$1.49M -13,625 -14%
QA
56
Quantitative Advantage
Minnesota
$8.74M -$146K -1,337 -2%
EC
57
Estate Counselors
Wisconsin
$8.39M -$2.85M -26,030 -25%
SMM
58
Stadion Money Management
Georgia
$7.92M -$958K -8,749 -11%
AIM
59
Advantage Investment Management
Iowa
$7.78M +$6.54M +59,701 +525%
SIM
60
Strategic Investment Management
Virginia
$7.13M +$7.13M +65,120 New
Allianz Asset Management
61
Allianz Asset Management
Germany
$7.02M -$6.6M -60,260 -48%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$7M +$747K +6,826 +12%
Walleye Trading
63
Walleye Trading
New York
$6.62M +$6.62M +60,443 New
CIM
64
Confluence Investment Management
Missouri
$6.46M +$3.35M +30,625 +108%
SPC
65
Sigma Planning Corp
Michigan
$6.43M +$103K +943 +2%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$5.73M +$27.4K +250 +0.5%
IFS
67
Ifrah Financial Services
Arkansas
$5.72M -$3.94M -35,952 -41%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$5.68M -$6.31M -57,656 -53%
QI
69
QS Investors
New York
$5.64M -$737K -6,734 -12%
GC
70
Guggenheim Capital
Illinois
$5.63M -$474K -4,333 -8%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$5.59M -$5.63M -51,391 -50%
BOTW
72
Bank of the West
California
$5.53M -$587K -5,362 -10%
PA
73
Parkside Advisors
California
$5.33M +$297K +2,711 +6%
AC
74
AFAM Capital
Texas
$5.31M -$2.61M -23,862 -33%
CIA
75
Capital Investment Advisors
Georgia
$5.25M +$4.34M +39,600 +474%
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3
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