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iShares MBS ETF
MBB

Overview Fund Activity

244 hedge funds and large institutions have $7.3B invested in iShares MBS ETF in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+6
Holders Change %
+2.52%
% of All Funds
6.82%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.95%
New
36
Increased
90
Reduced
74
Closed
26
Calls
–
Puts
$702K
Net Calls
-$702K
Net Calls Change
+$47K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.65B
2
LPL Financial
LPL Financial
California
$378M
3
HI
Horizon Investments
North Carolina
$39.5M
4
Wells Fargo
Wells Fargo
California
$280M
5
Fisher Asset Management
Fisher Asset Management
Washington
$323M

Top Sellers

1
FA
FDx Advisors
Illinois
$5.89M
2
Ameriprise
Ameriprise
Minnesota
$51.8M
3
Lazard Asset Management
Lazard Asset Management
New York
$25.7M
4
UCFA
United Capital Financial Advisors
Texas
$14.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$4.9M +$1.66M +15,129 +51%
RPG
77
Risk Paradigm Group
Texas
$4.85M +$1.52M +13,823 +45%
HH
78
Hilltop Holdings
Texas
$4.85M +$1.04M +9,526 +27%
VKH
79
Virtu KCG Holdings
New York
$4.54M +$4.54M +41,428 New
CS
80
Credit Suisse
Switzerland
$3.85M +$351K +3,202 +10%
FM
81
Foster & Motley
Ohio
$3.85M -$182K -1,664 -5%
CAL
82
Capital Analysts LLC
Pennsylvania
$3.82M +$382K +3,483 +11%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$3.79M +$168K +1,530 +5%
BFA
84
BlackRock Fund Advisors
California
$3.7M +$302K +2,754 +9%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$3.68M +$3.68M +33,600 New
MIAN
86
Mariner Independent Advisor Network
Kansas
$3.67M +$3.67M +33,496 New
SS
87
Simplicity Solutions
Minnesota
$3.55M +$765K +6,977 +27%
BA
88
BlackRock Advisors
Delaware
$3.54M +$80.9K +738 +2%
GLA
89
Great Lakes Advisors
Illinois
$3.53M -$26.5K -242 -0.7%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$3.17M -$874K -7,978 -22%
SFM
91
Signet Financial Management
New Jersey
$3.07M -$76.2K -695 -2%
CIM
92
Confluence Investment Management
Missouri
$2.96M +$146K +1,336 +5%
BEC
93
Blue Edge Capital
Virginia
$2.95M +$95.2K +869 +3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$2.84M +$1.52M +13,877 +115%
CCG
95
Cypress Capital Group
Florida
$2.81M +$230K +2,100 +9%
NC
96
NewSquare Capital
Pennsylvania
$2.66M -$245K -2,235 -8%
BOTW
97
Bank of the West
California
$2.54M -$186K -1,695 -7%
UBS AM
98
UBS AM
Illinois
$2.52M -$2.53M – –
AIG
99
American International Group
New York
$2.45M +$219K +1,999 +10%
DADC
100
D.A. Davidson & Co
Montana
$2.33M -$2.91M -26,577 -56%
2 3
4
5 6