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iShares MBS ETF
MBB

Overview Fund Activity

294 hedge funds and large institutions have $6.86B invested in iShares MBS ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 90 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+16
Holders Change %
+5.76%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
52
Increased
90
Reduced
109
Closed
33
Calls
–
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$1.94M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$559M
2
Ameriprise
Ameriprise
Minnesota
$184M
3
Allianz Asset Management
Allianz Asset Management
Germany
$59.1M
4
BFA
BlackRock Fund Advisors
California
$32.5M
5
KC
Kepos Capital
New York
$63.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.31B
2
SMA
Simply Money Advisors
Ohio
$1.97M
3
IA
IndexIQ Advisors
New York
$8.63M
4
Lazard Asset Management
Lazard Asset Management
New York
$19.7M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Bartlett & Co
Ohio
$1.13M -$5.85K -55 -0.5%
CAN
152
Cetera Advisor Networks
California
$1.09M +$456K +4,288 +72%
CCA
153
Clearwater Capital Advisors
Illinois
$1.03M +$1.03M +9,722 New
Walleye Trading
154
Walleye Trading
New York
$1.03M -$4.62M -43,463 -82%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$1.03M +$1.03M +9,645 New
IWM
156
IHT Wealth Management
Illinois
$1.02M +$1.02M +9,547 New
Truist Financial
157
Truist Financial
North Carolina
$978K +$68K +639 +7%
DIA
158
Dana Investment Advisors
Wisconsin
$971K +$94.1K +885 +11%
HA
159
Hays Advisory
Tennessee
$937K +$937K +8,814 New
SCA
160
Snowden Capital Advisors
New York
$906K +$306K +2,877 +51%
FM
161
Forward Management
California
$891K +$60.6K +570 +7%
RIA
162
Regal Investment Advisors
Michigan
$864K -$1.27M -11,982 -60%
M&T Bank
163
M&T Bank
New York
$835K -$333K -3,128 -28%
LPL Financial
164
LPL Financial
California
$784K -$92K -864 -11%
TFA
165
Transamerica Financial Advisors
Florida
$781K -$262K -2,463 -25%
HWM
166
Highwater Wealth Management
Colorado
$758K +$7.97K +75 +1%
NDSI
167
Newman Dignan & Sheerar Inc
Rhode Island
$698K +$8.08K +76 +1%
CWM
168
Concert Wealth Management
California
$683K -$810K -7,619 -54%
IAS
169
IMA Advisory Services
Colorado
$655K – – –
HPC
170
HM Payson & Co
Maine
$631K -$628K -5,911 -50%
Franklin Resources
171
Franklin Resources
California
$629K – – –
SI
172
Shaker Investments
Ohio
$627K – – –
LTI
173
Laffer Tengler Investments
Tennessee
$605K +$122K +1,150 +25%
BGC
174
Blue Granite Capital
South Carolina
$601K +$601K +5,655 New
GJIC
175
Gamble Jones Investment Counsel
California
$563K +$851 +8 +0.2%
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