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iShares MBS ETF
MBB

Overview Fund Activity

260 hedge funds and large institutions have $7.12B invested in iShares MBS ETF in 2015 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
6.83%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.79%
New
40
Increased
95
Reduced
85
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$688M
2
FA
FDx Advisors
Illinois
$62.9M
3
Morgan Stanley
Morgan Stanley
New York
$103M
4
PFG
Piershale Financial Group
Illinois
$27.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$97.2M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$524M
2
Bank of America
Bank of America
North Carolina
$2.5B
3
RFC
Russell Frank Company
Washington
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$62M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$1.61M +$67.3K +621 +4%
DIA
127
Davidson Investment Advisors
Montana
$1.6M -$182K -1,689 -10%
RPG
128
Risk Paradigm Group
Texas
$1.52M -$3.25M -30,173 -68%
Mackenzie Financial
129
Mackenzie Financial
Ontario, Canada
$1.51M +$1.51M +13,979 New
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.45M -$153K -1,420 -10%
CIM
131
Cambria Investment Management
California
$1.44M -$137K -1,274 -9%
FPCP
132
Fort Point Capital Partners
California
$1.43M +$793K +7,367 +124%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.36M +$1.36M +12,660 New
ICAS
134
Investors Capital Advisory Services
Massachusetts
$1.36M +$1.36M +12,598 New
Creative Planning
135
Creative Planning
Kansas
$1.35M +$315K +2,927 +31%
NA
136
Nottingham Advisors
New York
$1.34M -$180K -1,675 -12%
HA
137
Hays Advisory
Tennessee
$1.24M +$48.7K +452 +4%
BC
138
Bartlett & Co
Ohio
$1.23M +$29.1K +270 +2%
AIM
139
Advantage Investment Management
Iowa
$1.23M -$486K -4,507 -28%
QA
140
Quintium Advisors
Tennessee
$1.18M +$358K +3,325 +44%
M&T Bank
141
M&T Bank
New York
$1.18M +$138K +1,285 +13%
Truist Financial
142
Truist Financial
North Carolina
$1.12M +$477K +4,426 +74%
FM
143
Forward Management
California
$1.08M -$122K -1,133 -10%
CWM
144
Concert Wealth Management
California
$1.01M -$361K -3,351 -26%
ACI
145
Alpha Cubed Investments
California
$928K +$928K +8,619 New
CIA
146
Capital Investment Advisors
Georgia
$900K +$900K +8,356 New
HFS
147
Haverford Financial Services
Pennsylvania
$860K -$21.2K -197 -2%
US Bancorp
148
US Bancorp
Minnesota
$858K +$136K +1,259 +19%
CB
149
Commerce Bank
Missouri
$780K – – –
ICOA
150
Investment Centers of America
North Dakota
$779K +$399K +3,701 +105%
4 5
6
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