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iShares MBS ETF
MBB

Overview Fund Activity

332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
7.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
72
Increased
130
Reduced
93
Closed
28
Calls
$277K
Puts
$608K
Net Calls
-$331K
Net Calls Change
-$117K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.09B
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$147M
3
Stifel Financial
3
Stifel Financial
Missouri
$138M
4
IA
4
IndexIQ Advisors
New York
$59.8M
5
AIA
5
Avalon Investment & Advisory
Texas
$37.6M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$0
2
Barclays
2
Barclays
United Kingdom
$6.72M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.85M
5
UBS AM
5
UBS AM
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$2.01M +$275K +2,583 +16%
William Blair & Company
127
William Blair & Company
Illinois
$1.93M -$106K -993 -5%
PCM
128
Peak Capital Management
Colorado
$1.91M – – –
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.83M +$41K +385 +2%
SS
130
Simplicity Solutions
Minnesota
$1.8M -$11K -103 -0.6%
CWM
131
Cornerstone Wealth Management
Missouri
$1.74M +$510K +4,776 +41%
OFG
132
OmniStar Financial Group
North Carolina
$1.72M +$1.72M +904 New
JWS
133
Juncture Wealth Strategies
Arizona
$1.7M +$392K +3,683 +30%
CAN
134
Cetera Advisor Networks
California
$1.66M +$528K +4,971 +47%
CAM
135
Concorde Asset Management
Michigan
$1.63M -$63K -591 -4%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$1.62M +$388K +3,643 +31%
OAM
137
Oppenheimer Asset Management
New York
$1.61M – – –
CSIA
138
Charles Schwab Investment Advisory
California
$1.52M +$1.52M +14,225 New
WAM
139
Watermark Asset Management
California
$1.46M -$40.3K -378 -3%
YP
140
Yellowstone Partners
Idaho
$1.38M -$56.7K -532 -4%
JIC
141
Johnson Investment Counsel
Ohio
$1.36M -$9.06K -85 -0.7%
CA
142
Continuum Advisory
Idaho
$1.35M +$197K +1,851 +17%
AA
143
Alesco Advisors
New York
$1.32M +$97K +910 +8%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$1.31M +$1.31M +12,280 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$1.3M -$56.7K -532 -4%
DADC
146
D.A. Davidson & Co
Montana
$1.3M +$5.97K +56 +0.5%
1WA
147
180 Wealth Advisors
Washington
$1.2M +$1.2M +11,293 New
SCA
148
Snowden Capital Advisors
New York
$1.17M +$133K +1,244 +13%
QA
149
Quantitative Advantage
Minnesota
$1.15M +$640 +6 +0.1%
FA
150
Forefront Analytics
Pennsylvania
$1.15M +$1.15M +10,778 New
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