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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
1
Bank of America
North Carolina
$5.26B
2
Jane Street
2
Jane Street
New York
$136M
3
T
3
Thomaspartners
Massachusetts
$214M
4
Ameriprise
4
Ameriprise
Minnesota
$262M
5
Barclays
5
Barclays
United Kingdom
$63.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$174M
2
SAS
2
Sage Advisory Services
Texas
$86.9M
3
IA
3
IndexIQ Advisors
New York
$32.3M
4
CIA
4
Capital Investment Advisors
Georgia
$0
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$12.1M +$2.35M +22,479 +24%
CSIA
52
Charles Schwab Investment Advisory
California
$11.7M +$10.2M +97,382 +685%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$11.4M +$797K +7,619 +7%
GC
54
Guggenheim Capital
Illinois
$11.3M +$1.92M +18,378 +20%
Franklin Resources
55
Franklin Resources
California
$11.3M +$11.3M +107,705 New
PI
56
PFS Investments
Georgia
$11.2M +$2.27M +21,899 +25%
Allianz Asset Management
57
Allianz Asset Management
Germany
$11.2M -$4.04M -38,610 -26%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$10.7M +$2.49M +23,820 +31%
MD
59
Money Design
Japan
$10.4M +$2.81M +26,822 +37%
UBS AM
60
UBS AM
Illinois
$10.3M -$10.2M – –
BTS
61
BB&T Securities
Virginia
$9.43M +$6.35M +60,730 +206%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$8.69M +$8.69M +82,999 New
AC
63
AFAM Capital
Texas
$8.34M +$7.55M +72,149 +960%
PA
64
Parkside Advisors
California
$8.11M +$544K +5,198 +7%
FNBT
65
FineMark National Bank & Trust
Florida
$7.88M +$673K +6,427 +9%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.82M +$2.2M +20,982 +39%
ERIM
67
Eagle Ridge Investment Management
Connecticut
$7.17M -$44.5K -425 -0.6%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$7.07M -$475K -4,541 -6%
AG
69
Advisor Group
Arizona
$7.03M +$344K +3,287 +5%
BOTW
70
Bank of the West
California
$6.69M +$11.8K +113 +0.2%
VFA
71
Voya Financial Advisors
Connecticut
$6.55M -$961K -9,194 -13%
ACI
72
Alpha Cubed Investments
California
$6.3M -$381K -3,642 -6%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$6.11M -$932K -1,683 -13%
FAAS
74
First Allied Advisory Services
California
$6.08M +$896K +8,558 +17%
Betterment LLC
75
Betterment LLC
New York
$5.95M +$3.03M +29,232 +104%
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