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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 %
ACM
151
Argentus Capital Management
Texas
$974K -$1.24M -11,301 -56%
ICOA
152
Investment Centers of America
North Dakota
$967K +$175K +1,592 +22%
NPC
153
National Planning Corporation
California
$948K -$886K -8,096 -48%
3C
154
361 Capital
Colorado
$935K +$935K +8,537 New
Nomura Asset Management
155
Nomura Asset Management
Japan
$931K +$931K +8,500 New
CB
156
Commerce Bank
Missouri
$922K +$129K +1,175 +16%
HFS
157
Haverford Financial Services
Pennsylvania
$876K +$2.19K +20 +0.3%
QCMNJ
158
Quantum Capital Management (New Jersey)
New Jersey
$810K +$85.4K +780 +12%
Creative Planning
159
Creative Planning
Kansas
$806K -$564K -5,155 -41%
IH
160
IFC Holdings
Florida
$801K +$72K +660 +10%
AFP
161
Ausdal Financial Partners
Iowa
$800K +$82.3K +752 +11%
EWA
162
EP Wealth Advisors
California
$754K +$64.1K +586 +9%
PAG
163
Pinnacle Advisory Group
Maryland
$747K -$10.4K -95 -1%
PAS
164
Partnervest Advisory Services
California
$722K +$494K +4,515 +217%
CWA
165
Cypress Wealth Advisors
California
$694K – – –
ECM
166
Exchange Capital Management
Michigan
$690K -$2.3K -21 -0.3%
AA
167
Alesco Advisors
New York
$683K +$178K +1,625 +35%
IAS
168
IMA Advisory Services
Colorado
$674K – – –
Franklin Resources
169
Franklin Resources
California
$663K – – –
VWM
170
Venturi Wealth Management
Texas
$654K +$11.2K +102 +2%
ASN
171
Advisory Services Network
Georgia
$636K +$478K +4,365 +303%
SFA
172
Sequoia Financial Advisors
Ohio
$632K +$632K +5,777 New
AWA
173
ARS Wealth Advisors
Florida
$610K +$16.4K +150 +3%
CTI
174
Community Trust & Investment
Kentucky
$606K +$606K +5,534 New
SAM
175
Shamrock Asset Management
Texas
$594K +$42K +384 +8%
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