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iShares MBS ETF

280 hedge funds and large institutions have $7.24B invested in iShares MBS ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $6.86B → $7.24B (+$380M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

6% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 112

3.19% less ownership

Funds ownership: 74.16%70.96% (-3.2%)

5% less funds holding

Funds holding: 294280 (-14)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
280
Holders Change
-14
Holders Change %
-4.76%
% of All Funds
6.97%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
26
Increased
105
Reduced
112
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
ARS Wealth Advisors
Florida
$443K -$86.6K -815 -16%
SFP
177
Shepherd Financial Partners
Massachusetts
$435K +$43.3K +407 +11%
MSAM
178
Moloney Securities Asset Management
Missouri
$435K +$434K +4,081 New
Betterment LLC
179
Betterment LLC
New York
$424K +$4.78K +45 +1%
WI
180
WrapManager Inc
California
$422K +$421K +3,958 New
IAS
181
IMA Advisory Services
Colorado
$416K -$240K -2,260 -37%
PPA
182
Parametric Portfolio Associates
Washington
$397K +$2.76K +26 +0.7%
Truist Financial
183
Truist Financial
North Carolina
$396K -$582K -5,479 -60%
William Blair & Company
184
William Blair & Company
Illinois
$396K -$34.6K -326 -8%
GLA
185
Good Life Advisors
Pennsylvania
$392K -$14.9K -140 -4%
FC
186
FCA Corp
Texas
$364K +$55.3K +520 +18%
Fidelity International
187
Fidelity International
Bermuda
$352K
RWM
188
RKL Wealth Management
Pennsylvania
$345K +$344K +3,239 New
Bessemer Group
189
Bessemer Group
New Jersey
$341K +$21.3K +200 +7%
Citadel Advisors
190
Citadel Advisors
Florida
$335K -$887K -8,343 -73%
CHAM
191
Clear Harbor Asset Management
Connecticut
$326K -$37K -348 -10%
ACS
192
Archford Capital Strategies
Illinois
$324K -$12.1K -114 -4%
CS
193
Comerica Securities
Michigan
$323K +$113K +1,062 +54%
CAM
194
Capstone Asset Management
Texas
$321K +$2.34K +22 +0.7%
TI
195
Truepoint Inc
Ohio
$320K +$21.3K +200 +7%
NPC
196
National Planning Corporation
California
$319K +$4.36K +41 +1%
VWM
197
Venturi Wealth Management
Texas
$307K +$25.8K +243 +9%
PWPCM
198
Perella Weinberg Partners Capital Management
New York
$301K +$300K +2,823 New
T
199
Thomaspartners
Massachusetts
$287K -$5.84K -55 -2%
HB
200
Homrich & Berg
Georgia
$274K

MBB Hedge Fund Activity: Q1 2017 in Review

280 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2017, worth a combined $7.24B — up 5.5% from $6.86B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of MBB and 26 opened new positions — a net loss of 7 holders — while 112 trimmed existing stakes and 105 added.

The largest buyer was Bank of America, adding an estimated $507M. The largest seller was UBS Group, cutting an estimated $88.2M.

  • 280 institutional investors held iShares MBS ETF (MBB) as of Q1 2017, down from 294 in Q4 2016.
  • Funds reported $7.24B of iShares MBS ETF stock for Q1 2017, up 5.5% quarter-over-quarter.
  • 26 funds opened new iShares MBS ETF positions in Q1 2017 and 33 closed out, a net change of -7 holders.
  • The largest iShares MBS ETF buyer in Q1 2017 was Bank of America, an estimated $507M added.
  • The largest iShares MBS ETF seller in Q1 2017 was UBS Group, an estimated $88.2M sold.

Based on aggregated 13F filings for Q1 2017.