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iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $6.45B invested in iShares MBS ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
7.19%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
32
Increased
106
Reduced
110
Closed
24
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
State Street
State Street
Massachusetts
$363M
2
LPL Financial
LPL Financial
California
$86.7M
3
Ameriprise
Ameriprise
Minnesota
$170M
4
Fisher Asset Management
Fisher Asset Management
Washington
$443M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$51.7M
3
UBS Group
UBS Group
Switzerland
$137M
4
BlackRock
BlackRock
New York
$92.1M
5
RJA
Raymond James & Associates
Florida
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Clearwater Capital Advisors
Illinois
$2.66M +$764K +7,172 +40%
CCG
102
Cypress Capital Group
Florida
$2.62M -$20.6K -193 -0.8%
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.62M – – –
ICOA
104
Investment Centers of America
North Dakota
$2.6M -$19.7K -185 -0.8%
PAG
105
Pinnacle Advisory Group
Maryland
$2.54M +$424K +3,968 +20%
FWIA
106
Fort Washington Investment Advisors
Ohio
$2.45M -$1.98M -18,591 -45%
FAM
107
Foothills Asset Management
Arizona
$2.45M -$111K -1,040 -4%
CA
108
Cetera Advisors
Colorado
$2.4M +$215K +2,013 +10%
IH
109
IFC Holdings
Florida
$2.1M -$27.4K -256 -1%
SS
110
Simplicity Solutions
Minnesota
$2M -$201K -1,885 -9%
HCA
111
Heck Capital Advisors
Wisconsin
$1.96M +$97K +909 +5%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$1.96M -$1.32M -12,394 -40%
BHWM
113
Bar Harbor Wealth Management
New Hampshire
$1.87M +$70.3K +658 +4%
CAM
114
Concorde Asset Management
Michigan
$1.84M -$152K -1,427 -8%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$1.79M +$90.2K +845 +5%
OCG
116
Opus Capital Group
Ohio
$1.78M – – –
CRC
117
Curi RMB Capital
Illinois
$1.75M +$182K +1,700 +12%
Millennium Management
118
Millennium Management
New York
$1.75M +$1.75M +16,404 New
HighTower Advisors
119
HighTower Advisors
Illinois
$1.74M +$441K +4,125 +34%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$1.69M +$1.69M +15,804 New
RBC
121
Ronald Blue & Co
Georgia
$1.67M -$212K -1,985 -11%
CFP
122
Cornerstone Financial Partners
North Carolina
$1.66M -$673K -6,289 -29%
Nomura Asset Management
123
Nomura Asset Management
Japan
$1.64M +$288K +2,700 +21%
AC
124
AFAM Capital
Texas
$1.63M -$4.35M -40,765 -73%
William Blair & Company
125
William Blair & Company
Illinois
$1.63M +$1.23M +11,540 +311%
3 4
5
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