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iShares MBS ETF
MBB

Overview Fund Activity

268 hedge funds and large institutions have $6.93B invested in iShares MBS ETF in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 115 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
7.16%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.72%
New
28
Increased
115
Reduced
82
Closed
27
Calls
–
Puts
$4.6M
Net Calls
-$4.6M
Net Calls Change
-$4.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.9B
2
Wells Fargo
Wells Fargo
California
$518M
3
State Street
State Street
Massachusetts
$105M
4
UBS Group
UBS Group
Switzerland
$292M
5
Fisher Asset Management
Fisher Asset Management
Washington
$386M

Top Sellers

1
LPL Financial
LPL Financial
California
$515K
2
TAIM
TD Ameritrade Investment Management
Nebraska
$325M
3
AssetMark Inc
AssetMark Inc
California
$61.7M
4
Charles Schwab
Charles Schwab
California
$0
5
FIG
FundX Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
151
Clear Harbor Asset Management
Connecticut
$978K -$36.1K -328 -4%
Creative Planning
152
Creative Planning
Kansas
$966K +$157K +1,425 +19%
CB
153
Commerce Bank
Missouri
$924K -$1.54K -14 -0.2%
PAG
154
Pinnacle Advisory Group
Maryland
$922K +$171K +1,555 +23%
AA
155
Alesco Advisors
New York
$915K +$229K +2,085 +33%
PAS
156
Partnervest Advisory Services
California
$897K +$171K +1,557 +24%
AFP
157
Ausdal Financial Partners
Iowa
$802K -$1.87K -17 -0.2%
RBC
158
Ronald Blue & Co
Georgia
$791K +$791K +7,196 New
EWA
159
EP Wealth Advisors
California
$774K +$16.5K +150 +2%
CFP
160
Cornerstone Financial Partners
North Carolina
$711K +$711K +6,454 New
IAS
161
IMA Advisory Services
Colorado
$677K – – –
NA
162
Nottingham Advisors
New York
$667K -$699K -6,361 -51%
HighTower Advisors
163
HighTower Advisors
Illinois
$656K +$147K +1,340 +29%
Franklin Resources
164
Franklin Resources
California
$651K -$14.6K -133 -2%
ACM
165
Argentus Capital Management
Texas
$648K -$330K -3,002 -34%
SFA
166
Sequoia Financial Advisors
Ohio
$635K – – –
CRC
167
Curi RMB Capital
Illinois
$627K +$627K +5,700 New
AWA
168
ARS Wealth Advisors
Florida
$614K +$990 +9 +0.2%
ASN
169
Advisory Services Network
Georgia
$545K -$93.6K -851 -15%
HNB
170
Huntington National Bank
Ohio
$528K -$121K – –
William Blair & Company
171
William Blair & Company
Illinois
$527K +$527K +4,797 New
LPL Financial
172
LPL Financial
California
$515K -$420M -3,808,472 -100%
LTI
173
Laffer Tengler Investments
Tennessee
$502K -$12.5K -114 -2%
TWM
174
Torch Wealth Management
Ohio
$484K – – –
Comerica Bank
175
Comerica Bank
Texas
$475K +$475K +4,324 New
5 6
7
8 9