iShares MBS ETF
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.
41% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 29
4% more funds holding
Funds holding: 260 → 270 (+10)
3% more funds holding in top 10
Funds holding in top 10: 30 → 31 (+1)
4% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 93
0.86% less ownership
Funds ownership: 87.12% → 86.26% (-0.86%)
5% less capital invested
Capital invested by funds: $7.12B → $6.76B (-$363M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$159M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$34M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$280M |
| 2 |
AssetMark Inc
Concord,
California
|
-$82.8M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$27.3M |
| 4 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$13.6M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.66M |
MBB Hedge Fund Activity: Q1 2016 in Review
270 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2016, worth a combined $6.76B — down 5.1% from $7.12B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MBB positions and 29 closed out — a net gain of 12 holders — while 97 added to existing stakes and 93 trimmed.
The largest buyer was UBS Group, adding an estimated $159M. The largest seller was LPL Financial, cutting an estimated $280M.
- 270 institutional investors held iShares MBS ETF (MBB) as of Q1 2016, up from 260 in Q4 2015.
- Funds reported $6.76B of iShares MBS ETF stock for Q1 2016, down 5.1% quarter-over-quarter.
- 41 funds opened new iShares MBS ETF positions in Q1 2016 and 29 closed out, a net change of +12 holders.
- The largest iShares MBS ETF buyer in Q1 2016 was UBS Group, an estimated $159M added.
- The largest iShares MBS ETF seller in Q1 2016 was LPL Financial, an estimated $280M sold.
Based on aggregated 13F filings for Q1 2016.