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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 %
CAN
176
Cetera Advisor Networks
California
$584K +$24.7K +226 +4%
GWM
177
Geneos Wealth Management
Colorado
$519K +$519K +4,758 New
LTI
178
Laffer Tengler Investments
Tennessee
$512K +$512K +4,675 New
HighTower Advisors
179
HighTower Advisors
Illinois
$509K +$116K +1,059 +30%
TWM
180
Torch Wealth Management
Ohio
$482K – – –
CC
181
Cedar Capital
Illinois
$455K +$455K +4,152 New
Invesco
182
Invesco
Georgia
$446K -$66.3K -606 -13%
CCFCSB
183
Cape Cod Five Cents Savings Bank
Massachusetts
$444K -$268K -2,448 -38%
Millennium Management
184
Millennium Management
New York
$443K -$260K -2,375 -37%
IFAM
185
Institutional & Family Asset Management
Colorado
$424K – – –
PPA
186
Parametric Portfolio Associates
Washington
$405K – – –
RJT
187
Raymond James Trust
Florida
$402K -$18K -164 -4%
EDRIA
188
Edmonds Duncan Registered Investment Advisors
Kansas
$398K -$11.3K -103 -3%
BAM
189
Barrett Asset Management
New York
$372K – – –
CAM
190
Capstone Asset Management
Texas
$344K +$3.18K +29 +0.9%
TCM
191
Tuttle Capital Management
Connecticut
$341K +$8.01K +73 +2%
T
192
Thomaspartners
Massachusetts
$339K -$20.3K -185 -6%
WP
193
WealthSource Partners
California
$339K +$339K +3,093 New
BFA
194
Beaumont Financial Advisors
Massachusetts
$338K +$338K +3,074 New
GCMG
195
Gyroscope Capital Management Group
Florida
$330K +$330K +3,015 New
TI
196
Truepoint Inc
Ohio
$328K -$50.5K -462 -13%
FC
197
FCA Corp
Texas
$312K -$438 -4 -0.1%
LS
198
Lattice Strategies
Pennsylvania
$311K -$27.3K -250 -8%
NAM
199
NTV Asset Management
West Virginia
$301K +$54.7K +500 +22%
MC
200
Moors & Cabot
Massachusetts
$301K +$301K +2,757 New
6 7
8
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