MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+10
Holders Change %
+3.85%
% of All Funds
7.21%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
41
Increased
97
Reduced
93
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$259M
2
Bank of America
2
Bank of America
North Carolina
$2.67B
3
Ameriprise
3
Ameriprise
Minnesota
$109M
4
WI
4
WBI Investments
New Jersey
$55.5M
5
FIG
5
FundX Investment Group
California
$24.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$417M
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$23.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$2.95M +$311K +2,839 +12%
FIM
102
Freedom Investment Management
Connecticut
$2.91M +$305K +2,788 +12%
FNBT
103
FineMark National Bank & Trust
Florida
$2.86M +$847K +7,733 +42%
1CP
104
1607 Capital Partners
Virginia
$2.83M +$2.83M +25,836 New
MP
105
Manifold Partners
California
$2.78M -$4.01M -36,593 -59%
VFS
106
VSR Financial Services
Kansas
$2.56M -$235K -2,143 -8%
TFA
107
Transamerica Financial Advisors
Florida
$2.45M -$2.6M -23,734 -51%
RIA
108
Regal Investment Advisors
Michigan
$2.45M -$1.23M -11,241 -33%
PAS
109
Park Avenue Securities
New York
$2.34M -$236K -2,161 -9%
CA
110
Cetera Advisors
Colorado
$2.32M -$525K -4,806 -18%
BCM
111
Brookstone Capital Management
Illinois
$2.28M +$2.28M +20,812 New
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$2.28M +$746K +6,815 +49%
ICAS
113
Investors Capital Advisory Services
Massachusetts
$2.27M +$887K +8,110 +64%
NC
114
NewSquare Capital
Pennsylvania
$2.24M +$27.3K +249 +1%
CAM
115
Concorde Asset Management
Michigan
$2.15M +$28.4K +260 +1%
AIG
116
American International Group
New York
$2.1M -$1.02M -9,303 -33%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$1.98M +$16.9K +154 +0.9%
IPC
118
Independent Portfolio Consultants
Florida
$1.95M +$27.9K +255 +1%
PAG
119
Private Advisor Group
New Jersey
$1.92M -$5.33M -48,688 -74%
UBS AM
120
UBS AM
Illinois
$1.91M -$2.32M – –
AI
121
Atria Investments
North Carolina
$1.87M +$240K +2,192 +15%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.77M -$248K -2,269 -12%
OCG
123
Opus Capital Group
Ohio
$1.76M – – –
BHWM
124
Bar Harbor Wealth Management
New Hampshire
$1.75M -$32.4K -296 -2%
JIC
125
Johnson Investment Counsel
Ohio
$1.73M +$31.3K +286 +2%
3 4
5
6 7