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iShares MBS ETF
MBB

Overview Fund Activity

278 hedge funds and large institutions have $7.66B invested in iShares MBS ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
7.43%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.59%
New
28
Increased
104
Reduced
94
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.2B
2
State Street
State Street
Massachusetts
$230M
3
UCFA
United Capital Financial Advisors
Texas
$131M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$267M
5
Morgan Stanley
Morgan Stanley
New York
$175M

Top Sellers

1
WI
WBI Investments
New Jersey
$17.2M
2
Lazard Asset Management
Lazard Asset Management
New York
$20.9M
3
SAS
Sage Advisory Services
Texas
$73.8M
4
KeyBank National Association
KeyBank National Association
Ohio
$172M
5
FA
FDx Advisors
Illinois
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
176
Torch Wealth Management
Ohio
$484K – – –
CCFCSB
177
Cape Cod Five Cents Savings Bank
Massachusetts
$466K +$28.1K +255 +6%
William Blair & Company
178
William Blair & Company
Illinois
$462K -$65.7K -597 -12%
GWM
179
Geneos Wealth Management
Colorado
$441K -$10.1K -92 -2%
RJT
180
Raymond James Trust
Florida
$438K -$36.5K -331 -8%
AB
181
AT Bancorp
Iowa
$433K +$433K +3,933 New
LW
182
Linscomb Wealth
Texas
$433K +$433K +3,935 New
Betterment LLC
183
Betterment LLC
New York
$428K +$6.94K +63 +2%
WCM
184
Windsor Capital Management
Arizona
$418K +$418K +3,799 New
PPA
185
Parametric Portfolio Associates
Washington
$407K – – –
CC
186
Cedar Capital
Illinois
$401K +$55.8K +507 +16%
EDRIA
187
Edmonds Duncan Registered Investment Advisors
Kansas
$399K – – –
Comerica Bank
188
Comerica Bank
Texas
$389K -$85.9K -782 -18%
BlackRock
189
BlackRock
New York
$381K -$8.91K -81 -2%
BAM
190
Barrett Asset Management
New York
$374K – – –
JWS
191
Juncture Wealth Strategies
Arizona
$368K +$368K +3,340 New
SAM
192
Solaris Asset Management
New York
$367K -$61.3K -557 -14%
Fidelity International
193
Fidelity International
Bermuda
$361K +$6.5K +59 +2%
Invesco
194
Invesco
Georgia
$353K -$71.3K -648 -17%
CAM
195
Capstone Asset Management
Texas
$340K -$5.95K -54 -2%
NA
196
Nottingham Advisors
New York
$338K -$331K -3,000 -49%
TCM
197
Tuttle Capital Management
Connecticut
$336K -$15.9K -144 -5%
Bessemer Group
198
Bessemer Group
New Jersey
$330K – – –
HFS
199
HL Financial Services
Kentucky
$325K -$1.21K -11 -0.4%
FC
200
FCA Corp
Texas
$321K -$30.4K -276 -9%
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