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iShares MBS ETF
MBB

Overview Fund Activity

324 hedge funds and large institutions have $10.7B invested in iShares MBS ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
7.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
47
Increased
128
Reduced
106
Closed
50
Calls
$345K
Puts
$900K
Net Calls
-$555K
Net Calls Change
-$224K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.26B
2
Jane Street
Jane Street
New York
$136M
3
T
Thomaspartners
Massachusetts
$214M
4
Ameriprise
Ameriprise
Minnesota
$262M
5
Barclays
Barclays
United Kingdom
$63.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
2
SAS
Sage Advisory Services
Texas
$86.9M
3
IA
IndexIQ Advisors
New York
$32.3M
4
CIA
Capital Investment Advisors
Georgia
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Chesapeake Wealth Management
Virginia
$2.06M +$2.06M +19,705 New
OCG
127
Opus Capital Group
Ohio
$2.03M – – –
HH
128
Hilltop Holdings
Texas
$2.02M -$2.77M -26,467 -58%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$328K +3,138 +21%
JWS
130
Juncture Wealth Strategies
Arizona
$1.83M +$159K +1,519 +10%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$1.79M -$2.2K -21 -0.1%
MM
132
Meridian Management
Arkansas
$1.77M +$1.28M +12,267 +262%
SPIA
133
Steward Partners Investment Advisory
New York
$1.76M -$711K -6,800 -29%
IIA
134
IPG Investment Advisors
California
$1.69M +$1.69M +16,147 New
OFG
135
OmniStar Financial Group
North Carolina
$1.65M +$1.56M +14,836 +1,641%
FA
136
Forefront Analytics
Pennsylvania
$1.61M +$481K +4,592 +43%
CAN
137
Cetera Advisor Networks
California
$1.6M -$30K -288 -2%
AI
138
Atria Investments
North Carolina
$1.54M -$429K -4,098 -22%
AA
139
Alesco Advisors
New York
$1.48M +$185K +1,770 +14%
SS
140
Simplicity Solutions
Minnesota
$1.42M -$345K -3,299 -20%
CA
141
Continuum Advisory
Idaho
$1.39M +$59.7K +571 +5%
CAM
142
Concorde Asset Management
Michigan
$1.31M -$286K -2,736 -18%
RJT
143
Raymond James Trust
Florida
$1.29M +$674K +6,442 +110%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$1.27M -$13K -124 -1%
1WA
145
180 Wealth Advisors
Washington
$1.26M +$80.9K +772 +7%
JIC
146
Johnson Investment Counsel
Ohio
$1.25M -$84.8K -811 -6%
DADC
147
D.A. Davidson & Co
Montana
$1.24M -$35.4K -338 -3%
QA
148
Quantitative Advantage
Minnesota
$1.19M +$59.2K +566 +5%
RWM
149
RKL Wealth Management
Pennsylvania
$1.18M +$329K +3,144 +39%
DIA
150
Dana Investment Advisors
Wisconsin
$1.12M +$314 +3 +0%
4 5
6
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