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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 %
SCA
76
Snowden Capital Advisors
New York
$4.88M +$4.88M +44,545 New
State Street
77
State Street
Massachusetts
$4.63M +$1.77M +16,184 +62%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$4.61M -$242K -2,212 -5%
CGI
79
Cougar Global Investments
Ontario, Canada
$4.59M +$4.59M +41,958 New
TA
80
TMD & Associates
Arizona
$4.58M +$82.1K +750 +2%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$4.55M +$2.07M +18,906 +84%
HH
82
Hilltop Holdings
Texas
$4.48M -$265K -2,422 -6%
FM
83
Foster & Motley
Ohio
$4.17M +$189K +1,730 +5%
CAL
84
Capital Analysts LLC
Pennsylvania
$4.04M -$2.63K -24 -0.1%
BCM
85
Bluefin Capital Management
New York
$4.02M +$4.02M +36,691 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$3.95M +$343K +3,136 +10%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M +$2.53M +23,069 +182%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$3.91M +$2.12M +19,325 +118%
MIAN
89
Mariner Independent Advisor Network
Kansas
$3.88M -$529K -4,845 -12%
AIA
90
Allegis Investment Advisors
Idaho
$3.81M +$956K +8,732 +33%
GLA
91
Great Lakes Advisors
Illinois
$3.63M +$144K +1,313 +4%
DADC
92
D.A. Davidson & Co
Montana
$3.28M +$1.28M +11,739 +65%
BFA
93
BlackRock Fund Advisors
California
$3.27M +$681K +6,221 +26%
HS
94
Horan Securities
United States
$3.21M +$3.21M +29,372 New
SEI Investments
95
SEI Investments
Pennsylvania
$3.2M +$802K +7,323 +33%
SFM
96
Signet Financial Management
New Jersey
$3.07M +$1.53K +14 +0%
SS
97
Simplicity Solutions
Minnesota
$3M -$1.05M -9,560 -26%
BA
98
BlackRock Advisors
Delaware
$2.98M +$460K +4,205 +18%
BEC
99
Blue Edge Capital
Virginia
$2.97M -$35.7K -326 -1%
CCG
100
Cypress Capital Group
Florida
$2.95M +$76.1K +695 +3%
2 3
4
5 6