MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
7.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
72
Increased
130
Reduced
93
Closed
28
Calls
$277K
Puts
$608K
Net Calls
-$331K
Net Calls Change
-$117K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.09B
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$147M
3
Stifel Financial
3
Stifel Financial
Missouri
$138M
4
IA
4
IndexIQ Advisors
New York
$59.8M
5
AIA
5
Avalon Investment & Advisory
Texas
$37.6M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$0
2
Barclays
2
Barclays
United Kingdom
$6.72M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.85M
5
UBS AM
5
UBS AM
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$1.15M +$219K +2,170 +24%
MIAN
152
Mariner Independent Advisor Network
Kansas
$1.15M +$1.15M +10,807 New
DIA
153
Dana Investment Advisors
Wisconsin
$1.14M +$64.8K +608 +6%
BAM
154
Belpointe Asset Management
Nevada
$1.11M +$235K +2,201 +27%
QCMNJ
155
Quantum Capital Management (New Jersey)
New Jersey
$1.08M -$113K -1,061 -9%
IWM
156
IHT Wealth Management
Illinois
$969K +$54.3K +510 +6%
BC
157
Bartlett & Co
Ohio
$962K – – –
SPC
158
Sigma Planning Corp
Michigan
$939K -$78.4K -735 -8%
FAIM
159
Financial Advocates Investment Management
Washington
$917K +$917K +8,601 New
CCM
160
Crabel Capital Management
California
$904K +$904K +8,477 New
FM
161
Forward Management
California
$863K -$34.1K -320 -4%
RWM
162
RKL Wealth Management
Pennsylvania
$859K +$193K +1,816 +29%
FPCP
163
Fort Point Capital Partners
California
$858K -$57.8K -542 -6%
MRC
164
Millburn Ridgefield Corp
New York
$850K -$210K -1,971 -20%
SFS
165
Sowell Financial Services
Arkansas
$835K -$68.8K -650 -8%
AC
166
AFAM Capital
Texas
$801K -$3.09K -29 -0.4%
HA
167
Hays Advisory
Tennessee
$800K +$7.03K +66 +0.9%
PA
168
PFG Advisors
Arizona
$771K +$771K +7,234 New
HPC
169
HM Payson & Co
Maine
$751K +$17.3K +162 +2%
IUHSA
170
Itau Unibanco Holding S.A.
Brazil
$740K +$740K +6,941 New
Creative Planning
171
Creative Planning
Kansas
$733K -$2.56K -24 -0.3%
AAC
172
Acorn Advisory Capital
New York
$703K +$703K +6,600 New
NDSI
173
Newman Dignan & Sheerar Inc
Rhode Island
$691K +$3.52K +33 +0.5%
CS
174
Credit Suisse
Switzerland
$675K -$837K -7,844 -55%
RPG
175
Risk Paradigm Group
Texas
$669K -$110K -1,036 -14%
5 6
7
8 9