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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 %
HPC
101
HM Payson & Co
Maine
$2.03M +$326K +2,976 +19%
IPC
102
Independent Portfolio Consultants
Florida
$2.01M +$91K +830 +5%
CAM
103
Concorde Asset Management
Michigan
$1.98M +$530K +4,837 +36%
OC
104
Oppenheimer & Co
New York
$1.94M +$45.2K +412 +2%
CA
105
Cetera Advisors
Colorado
$1.93M +$240K +2,188 +14%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$1.92M +$716K +6,528 +59%
WCM
107
Weatherstone Capital Management
Colorado
$1.89M -$295K -2,694 -13%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$1.88M +$157K +1,437 +9%
PAS
109
Park Avenue Securities
New York
$1.87M +$1.87M +17,091 New
TU
110
TDAM USA
Ontario, Canada
$1.87M +$66.3K +605 +4%
DIA
111
Davidson Investment Advisors
Montana
$1.81M -$4.96M -45,261 -73%
JIC
112
Johnson Investment Counsel
Ohio
$1.77M -$103K -942 -6%
OCG
113
Opus Capital Group
Ohio
$1.76M -$16.4K -150 -0.9%
AIM
114
Advantage Investment Management
Iowa
$1.74M +$1.74M +15,857 +75,510%
BHWM
115
Bar Harbor Wealth Management
New Hampshire
$1.74M -$121K -1,104 -7%
Federated Hermes
116
Federated Hermes
Pennsylvania
$1.63M -$497K -4,535 -23%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$1.62M +$14.8K +135 +0.9%
CIM
118
Cambria Investment Management
California
$1.61M +$1.61M +14,657 New
AI
119
Atria Investments
North Carolina
$1.56M -$427K -3,895 -21%
FNBT
120
FineMark National Bank & Trust
Florida
$1.56M +$443K +4,041 +40%
NA
121
Nottingham Advisors
New York
$1.55M -$463K -4,224 -23%
CWM
122
Concert Wealth Management
California
$1.39M +$266K +2,427 +24%
SEI Investments
123
SEI Investments
Pennsylvania
$1.39M +$83K +757 +6%
FIM
124
Freedom Investment Management
Connecticut
$1.37M +$1.03M +36,872 +305%
FM
125
Forward Management
California
$1.23M -$25K -228 -2%
3 4
5
6 7