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iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $6.45B invested in iShares MBS ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
7.19%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
32
Increased
106
Reduced
110
Closed
24
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
State Street
State Street
Massachusetts
$363M
2
LPL Financial
LPL Financial
California
$86.7M
3
Ameriprise
Ameriprise
Minnesota
$170M
4
Fisher Asset Management
Fisher Asset Management
Washington
$443M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$51.7M
3
UBS Group
UBS Group
Switzerland
$137M
4
BlackRock
BlackRock
New York
$92.1M
5
RJA
Raymond James & Associates
Florida
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
51
Mariner Independent Advisor Network
Kansas
$9.91M +$9.11M +85,377 +1,147%
PAG
52
Private Advisor Group
New Jersey
$9.87M -$335K -3,144 -3%
FAAS
53
First Allied Advisory Services
California
$9.21M -$4.32M -40,528 -32%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$9M +$9M +84,285 New
SEI Investments
55
SEI Investments
Pennsylvania
$8.49M +$809K +7,574 +11%
FWM
56
Frontier Wealth Management
Missouri
$7.83M -$834K -7,811 -10%
ERIM
57
Eagle Ridge Investment Management
Connecticut
$7.57M -$94.4K -884 -1%
GC
58
Guggenheim Capital
Illinois
$7.54M +$245K +2,296 +3%
HNB
59
Huntington National Bank
Ohio
$7.07M -$7.12M -57,239 Closed
PA
60
Parkside Advisors
California
$6.92M +$467K +4,372 +7%
BCM
61
Brookstone Capital Management
Illinois
$6.85M -$197K -1,845 -3%
BWAM
62
Boyd Watterson Asset Management
Ohio
$6.54M -$479K -4,489 -7%
VFA
63
Voya Financial Advisors
Connecticut
$6.53M -$3.85M -36,033 -37%
JIR
64
James Investment Research
Ohio
$6.5M -$374K -3,499 -5%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$6.43M -$1.27M -11,910 -17%
BOTW
66
Bank of the West
California
$6.24M -$3.71M -34,772 -37%
NC
67
NewSquare Capital
Pennsylvania
$6.21M -$249K -2,335 -4%
AIM
68
Acropolis Investment Management
Missouri
$6.16M -$374K -3,503 -6%
US Bancorp
69
US Bancorp
Minnesota
$6.1M +$953K +8,929 +19%
FNBT
70
FineMark National Bank & Trust
Florida
$5.96M +$487K +4,562 +9%
AG
71
Advisor Group
Arizona
$5.85M -$691K -6,475 -11%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$5.76M -$622K -5,831 -10%
HS
73
Horan Securities
United States
$5.69M +$252K +2,362 +5%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$5.64M -$152K -1,420 -3%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$5.42M +$373K +3,497 +7%
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