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iShares MBS ETF
MBB

Overview Fund Activity

278 hedge funds and large institutions have $7.66B invested in iShares MBS ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
7.43%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.59%
New
28
Increased
104
Reduced
94
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.2B
2
State Street
2
State Street
Massachusetts
$230M
3
UCFA
3
United Capital Financial Advisors
Texas
$131M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$267M
5
Morgan Stanley
5
Morgan Stanley
New York
$175M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$17.2M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$20.9M
3
SAS
3
Sage Advisory Services
Texas
$73.8M
4
KeyBank National Association
4
KeyBank National Association
Ohio
$172M
5
FA
5
FDx Advisors
Illinois
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
101
Cetera Advisors
Colorado
$3.24M +$436K +3,964 +16%
JFGIW
102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.23M +$3.22M +29,260 +24,383%
VKH
103
Virtu KCG Holdings
New York
$2.92M +$2.55M +23,179 +698%
Barclays
104
Barclays
United Kingdom
$2.87M +$2.87M +26,100 New
AC
105
AFAM Capital
Texas
$2.68M -$1.46M -13,218 -35%
SI
106
SII Investments
Wisconsin
$2.57M +$625K +5,677 +32%
DADC
107
D.A. Davidson & Co
Montana
$2.55M -$745K -6,774 -23%
US Bancorp
108
US Bancorp
Minnesota
$2.54M +$1.31M +11,902 +106%
AI
109
Atria Investments
North Carolina
$2.44M +$27.4K +249 +1%
FTUS
110
Flow Traders U.S.
New York
$2.42M +$2.42M +21,938 New
SS
111
Simplicity Solutions
Minnesota
$2.28M -$954K -8,664 -29%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2.24M -$1.51M -13,735 -40%
ACI
113
Alpha Cubed Investments
California
$2.22M +$1.05M +9,525 +89%
RIA
114
Regal Investment Advisors
Michigan
$2.21M -$474K -4,309 -18%
FWP
115
FAS Wealth Partners
Kansas
$2.18M +$859K +7,802 +65%
YP
116
Yellowstone Partners
Idaho
$2.14M +$398K +3,612 +23%
TNBTD
117
Trustmark National Bank Trust Department
Mississippi
$1.98M – – –
BOTW
118
Bank of the West
California
$1.95M -$902K -8,192 -32%
CAM
119
Concorde Asset Management
Michigan
$1.91M -$718K -6,523 -27%
BHWM
120
Bar Harbor Wealth Management
New Hampshire
$1.89M +$113K +1,022 +6%
OCG
121
Opus Capital Group
Ohio
$1.83M – – –
MP
122
Manifold Partners
California
$1.83M -$3.77M -34,278 -67%
MFS
123
MSI Financial Services
Massachusetts
$1.75M -$165K -1,498 -9%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$1.71M +$330 +3 +0%
CFP
125
Cornerstone Financial Partners
North Carolina
$1.69M +$980K +8,863 +137%
3 4
5
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