MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $9.76B invested in iShares MBS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
–
Holders Change %
0%
% of All Funds
7.19%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
31
Increased
122
Reduced
86
Closed
26
Calls
–
Puts
$214K
Net Calls
-$214K
Net Calls Change
+$96K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.92B
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$236M
3
T
3
Thomaspartners
Massachusetts
$93.7M
4
BlackRock
4
BlackRock
New York
$146M
5
Morgan Stanley
5
Morgan Stanley
New York
$208M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.2M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$25.1M
3
LG
3
Leuthold Group
Minnesota
$7.8M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
UBS AM
5
UBS AM
Illinois
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
151
Forward Management
California
$900K -$29.4K -275 -3%
Lazard Asset Management
152
Lazard Asset Management
New York
$883K -$898K – –
BAM
153
Belpointe Asset Management
Nevada
$877K +$877K +8,186 New
HWM
154
Highwater Wealth Management
Colorado
$870K +$46.5K +434 +6%
Betterment LLC
155
Betterment LLC
New York
$867K +$417K +3,889 +93%
SFP
156
Shepherd Financial Partners
Massachusetts
$854K +$274K +2,560 +47%
AC
157
AFAM Capital
Texas
$808K -$830K -7,753 -51%
WI
158
Wintrust Investments
Illinois
$802K +$325K +3,037 +68%
HA
159
Hays Advisory
Tennessee
$797K -$64.1K -599 -7%
RPG
160
Risk Paradigm Group
Texas
$783K +$679K +6,342 +652%
Creative Planning
161
Creative Planning
Kansas
$739K -$321K -3,003 -30%
HPC
162
HM Payson & Co
Maine
$737K -$35.2K -329 -5%
AIA
163
Avalon Investment & Advisory
Texas
$711K +$2.89K +27 +0.4%
WI
164
WrapManager Inc
California
$704K +$224K +2,093 +47%
NDSI
165
Newman Dignan & Sheerar Inc
Rhode Island
$691K +$3.43K +32 +0.5%
RWM
166
RKL Wealth Management
Pennsylvania
$667K +$80.5K +755 +14%
Federated Hermes
167
Federated Hermes
Pennsylvania
$662K +$37K +345 +6%
LTI
168
Laffer Tengler Investments
Tennessee
$650K +$8.25K +77 +1%
BGC
169
Blue Granite Capital
South Carolina
$605K – – –
Comerica Bank
170
Comerica Bank
Texas
$565K +$22.9K +214 +4%
FIM
171
Freedom Investment Management
Connecticut
$558K +$10.8K +101 +2%
LPIC
172
LeJeune Puetz Investment Counsel
Michigan
$552K – – –
IAA
173
Ironsides Asset Advisors
North Carolina
$546K +$268K +2,500 +96%
SMA
174
Simply Money Advisors
Ohio
$543K -$96.3K -899 -15%
GJIC
175
Gamble Jones Investment Counsel
California
$539K +$429 +4 +0.1%
5 6
7
8 9