iShares MBS ETF
332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.
157% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 28
40% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 93
18% more funds holding in top 10
Funds holding in top 10: 17 → 20 (+3)
15% more funds holding
Funds holding: 288 → 332 (+44)
5% more capital invested
Capital invested by funds: $9.76B → $10.3B (+$522M)
0.97% more ownership
Funds ownership: 88.51% → 89.49% (+0.97%)
54% less call options, than puts
Call options by funds: $277K | Put options by funds: $608K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$195M |
| 2 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$148M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$57.1M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$55.5M |
| 5 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$236M |
| 2 |
Barclays
London,
United Kingdom
|
-$25.9M |
| 3 |
Goldman Sachs
New York
|
-$11.7M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$8.7M |
| 5 |
Walleye Trading
New York
|
-$6.94M |
MBB Hedge Fund Activity: Q4 2017 in Review
332 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2017, worth a combined $10.3B — up 5.3% from $9.76B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MBB positions and 28 closed out — a net gain of 44 holders — while 130 added to existing stakes and 93 trimmed.
The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Adventist Health System Sunbelt Healthcare Corp, exiting entirely with an estimated $236M sold.
- 332 institutional investors held iShares MBS ETF (MBB) as of Q4 2017, up from 288 in Q3 2017.
- Funds reported $10.3B of iShares MBS ETF stock for Q4 2017, up 5.3% quarter-over-quarter.
- 72 funds opened new iShares MBS ETF positions in Q4 2017 and 28 closed out, a net change of +44 holders.
- The largest iShares MBS ETF buyer in Q4 2017 was Bank of America, an estimated $195M added.
- The largest iShares MBS ETF seller in Q4 2017 was Adventist Health System Sunbelt Healthcare Corp, an estimated $236M sold.
Based on aggregated 13F filings for Q4 2017.