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

Top Sellers

1
LPL Financial
LPL Financial
California
$417M
2
AssetMark Inc
AssetMark Inc
California
$101M
3
PFG
Piershale Financial Group
Illinois
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$23.3M
5
PWAG
Polaris Wealth Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TU
126
TDAM USA
Ontario, Canada
$1.71M -$112K -1,025 -6%
HPC
127
HM Payson & Co
Maine
$1.7M -$159K -1,452 -9%
MFS
128
MSI Financial Services
Massachusetts
$1.61M -$93.2K -851 -5%
DIA
129
Davidson Investment Advisors
Montana
$1.6M -$22.2K -203 -1%
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.54M +$60.7K +555 +4%
IA
131
IFP Advisors
Florida
$1.53M -$8.47M -79,426 -85%
RPG
132
Risk Paradigm Group
Texas
$1.48M -$59.6K -544 -4%
WCM
133
Weatherstone Capital Management
Colorado
$1.47M -$219K -2,001 -13%
FM
134
Forward Management
California
$1.46M +$365K +3,337 +33%
BlackRock
135
BlackRock
New York
$1.42M +$1.42M +12,964 +68,232%
FPCP
136
Fort Point Capital Partners
California
$1.42M -$36.6K -334 -3%
CIM
137
Cambria Investment Management
California
$1.4M -$69.7K -637 -5%
CWM
138
Concert Wealth Management
California
$1.38M +$351K +3,209 +34%
SI
139
SII Investments
Wisconsin
$1.35M +$673K +6,135 +100%
YP
140
Yellowstone Partners
Idaho
$1.35M +$562K +5,136 +72%
NA
141
Nottingham Advisors
New York
$1.34M – – –
US Bancorp
142
US Bancorp
Minnesota
$1.22M +$345K +3,147 +39%
BC
143
Bartlett & Co
Ohio
$1.21M -$41.1K -375 -3%
M&T Bank
144
M&T Bank
New York
$1.19M -$10.1K -92 -0.8%
DIA
145
Dana Investment Advisors
Wisconsin
$1.13M +$1.03M +9,429 +1,070%
Truist Financial
146
Truist Financial
North Carolina
$1.13M -$7.99K -73 -0.7%
MA
147
MUFG Americas
New York
$1.06M +$1.04M +9,541 +5,748%
ACI
148
Alpha Cubed Investments
California
$1.05M +$107K +974 +11%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$340K +3,103 +48%
CHAM
150
Clear Harbor Asset Management
Connecticut
$1.01M +$678K +6,189 +204%
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