MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

225 hedge funds and large institutions have $6.12B invested in iShares MBS ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 93 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
6%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
24
Increased
73
Reduced
93
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.18B
2
MAA
2
Managed Account Advisors
New Jersey
$1.09B
3
LPL Financial
3
LPL Financial
California
$253M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$182M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$31M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$78.2M
2
SAS
2
Sage Advisory Services
Texas
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.2M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$69M
5
FA
5
FDx Advisors
Illinois
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TU
101
TDAM USA
Ontario, Canada
$1.91M 17,325 +11,210 +183%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.91M 17,265 -5,122 -23%
BHWM
103
Bar Harbor Wealth Management
New Hampshire
$1.87M 16,927 -899 -5%
OCG
104
Opus Capital Group
Ohio
$1.77M 16,034 – –
CA
105
Cetera Advisors
Colorado
$1.73M 15,743 +2,481 +19%
OC
106
Oppenheimer & Co
New York
$1.73M 15,704 +676 +4%
B
107
Baird
Wisconsin
$1.73M 15,693 +2,164 +16%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$1.62M 14,715 +4,385 +42%
MP
109
Manifold Partners
California
$1.6M 14,462 +14,462 New
US Bancorp
110
US Bancorp
Minnesota
$1.56M 14,171 +480 +4%
Truist Financial
111
Truist Financial
North Carolina
$1.54M 13,974 +1,980 +17%
AAM
112
Aureus Asset Management
Massachusetts
$1.52M 13,800 +13,800 New
Millennium Management
113
Millennium Management
New York
$1.51M 13,645 -257 -2%
FM
114
Forward Management
California
$1.43M 12,946 +295 +2%
NPC
115
National Planning Corporation
California
$1.39M 12,623 -9,282 -42%
VFA
116
Voya Financial Advisors
Connecticut
$1.37M 12,453 +12,453 New
FIM
117
Freedom Investment Management
Connecticut
$1.35M 12,221 +5,393 +79%
M&T Bank
118
M&T Bank
New York
$1.34M 12,176 +1,864 +18%
HPC
119
HM Payson & Co
Maine
$1.31M 11,848 -3,108 -21%
Creative Planning
120
Creative Planning
Kansas
$1.29M 11,700 -46 -0.4%
CCFCSB
121
Cape Cod Five Cents Savings Bank
Massachusetts
$1.25M 11,290 +5,195 +85%
BC
122
Bartlett & Co
Ohio
$1.24M 11,204 -310 -3%
CG
123
Colony Group
Massachusetts
$1.22M 11,043 +10,643 +2,661%
MFS
124
MSI Financial Services
Massachusetts
$1.09M 9,895 +8,087 +447%
IPC
125
Independent Portfolio Consultants
Florida
$1.05M 9,495 -10,870 -53%
3 4
5
6 7