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iShares MBS ETF
MBB

Overview Fund Activity

238 hedge funds and large institutions have $6.04B invested in iShares MBS ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+13
Holders Change %
+5.78%
% of All Funds
6.42%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
30
Increased
81
Reduced
86
Closed
14
Calls
–
Puts
$749K
Net Calls
-$749K
Net Calls Change
-$749K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$1.46B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$114M
3
AssetMark Inc
AssetMark Inc
California
$154M
4
RFC
Russell Frank Company
Washington
$74.7M
5
SAS
Sage Advisory Services
Texas
$78.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$208K
2
LPL Financial
LPL Financial
California
$153M
3
BFA
Beaumont Financial Advisors
Massachusetts
$13.9M
4
FSIM
F-Squared Investment Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
TU
101
TDAM USA
Ontario, Canada
$1.79M -$96.4K -888 -5%
OCG
102
Opus Capital Group
Ohio
$1.76M +$16.3K +150 +0.9%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.7M +$106K +975 +7%
HPC
104
HM Payson & Co
Maine
$1.69M +$400K +3,685 +31%
CA
105
Cetera Advisors
Colorado
$1.68M -$32.1K -296 -2%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.59M +$1.59M +14,606 New
Creative Planning
107
Creative Planning
Kansas
$1.56M +$285K +2,627 +22%
US Bancorp
108
US Bancorp
Minnesota
$1.48M -$56.5K -520 -4%
Truist Financial
109
Truist Financial
North Carolina
$1.45M -$64.3K -592 -4%
CAM
110
Concorde Asset Management
Michigan
$1.44M +$806K +7,418 +127%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$1.42M +$1.42M +13,039 New
NPC
112
National Planning Corporation
California
$1.35M -$27.5K -252 -2%
FIM
113
Freedom Investment Management
Connecticut
$1.31M -$15.6K -144 -1%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$490K +4,515 +60%
SEI Investments
115
SEI Investments
Pennsylvania
$1.29M +$632K +5,814 +96%
FM
116
Forward Management
California
$1.24M -$168K -1,549 -12%
CCFCSB
117
Cape Cod Five Cents Savings Bank
Massachusetts
$1.24M +$12.3K +113 +1%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.2M +$447K +4,118 +60%
RA
119
RFG Advisory
Alabama
$1.19M +$1.19M +10,949 New
BC
120
Bartlett & Co
Ohio
$1.19M -$29.9K -275 -2%
M&T Bank
121
M&T Bank
New York
$1.17M -$148K -1,367 -11%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +10,587 New
CWM
123
Concert Wealth Management
California
$1.11M -$222K -2,049 -17%
FNBT
124
FineMark National Bank & Trust
Florida
$1.1M +$543K +4,995 +97%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.09M -$989K -9,110 -47%
3 4
5
6 7