MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $6.45B invested in iShares MBS ETF in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+8
Holders Change %
+2.86%
% of All Funds
7.19%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
32
Increased
106
Reduced
110
Closed
24
Calls
–
Puts
$310K
Net Calls
-$310K
Net Calls Change
-$310K

Top Buyers

1
State Street
State Street
Massachusetts
$363M
2
LPL Financial
LPL Financial
California
$86.7M
3
Ameriprise
Ameriprise
Minnesota
$170M
4
Fisher Asset Management
Fisher Asset Management
Washington
$443M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.09B
2
TAIM
TD Ameritrade Investment Management
Nebraska
$51.7M
3
UBS Group
UBS Group
Switzerland
$137M
4
BlackRock
BlackRock
New York
$92.1M
5
RJA
Raymond James & Associates
Florida
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$521K +$19.9K +186 +4%
MSAM
177
Moloney Securities Asset Management
Missouri
$518K +$82K +767 +19%
RIA
178
Regal Investment Advisors
Michigan
$511K -$283K -2,653 -36%
KA
179
Kovack Advisors
Florida
$510K +$15K +141 +3%
M&T Bank
180
M&T Bank
New York
$479K +$222K +2,078 +86%
WI
181
WrapManager Inc
California
$478K +$55.6K +521 +13%
WI
182
Wintrust Investments
Illinois
$475K -$37.3K -349 -7%
Betterment LLC
183
Betterment LLC
New York
$449K +$24K +225 +6%
TWM
184
Torch Wealth Management
Ohio
$448K -$21.3K -200 -5%
AWA
185
ARS Wealth Advisors
Florida
$444K – – –
LW
186
Linscomb Wealth
Texas
$422K -$402K -3,773 -49%
IAS
187
IMA Advisory Services
Colorado
$416K – – –
NPC
188
National Planning Corporation
California
$414K +$95.1K +894 +30%
FC
189
FCA Corp
Texas
$406K +$41.1K +385 +11%
WCM
190
Weatherstone Capital Management
Colorado
$400K -$79.2K -742 -17%
PPA
191
Parametric Portfolio Associates
Washington
$396K -$1.71K -16 -0.4%
TA
192
TMD & Associates
Arizona
$391K -$2.23M -20,900 -85%
HIC
193
Holderness Investments Company
North Carolina
$390K -$203K -1,900 -34%
Truist Financial
194
Truist Financial
North Carolina
$388K -$8.21K -77 -2%
DIA
195
Davidson Investment Advisors
Montana
$378K -$544K -5,116 -59%
PFS
196
Prospera Financial Services
Texas
$362K +$362K +3,405 New
CS
197
Comerica Securities
Michigan
$356K +$32.2K +301 +10%
VKH
198
Virtu KCG Holdings
New York
$351K -$440K -4,127 -56%
Bessemer Group
199
Bessemer Group
New Jersey
$342K – – –
DE
200
Day & Ennis
Georgia
$335K +$113K +1,059 +51%
6 7
8
9 10