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iShares MBS ETF
MBB

Overview Fund Activity

288 hedge funds and large institutions have $9.76B invested in iShares MBS ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
–
Holders Change %
0%
% of All Funds
7.19%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.42%
New
31
Increased
122
Reduced
86
Closed
26
Calls
–
Puts
$214K
Net Calls
-$214K
Net Calls Change
+$96K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.92B
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$236M
3
T
3
Thomaspartners
Massachusetts
$93.7M
4
BlackRock
4
BlackRock
New York
$146M
5
Morgan Stanley
5
Morgan Stanley
New York
$208M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$97.2M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$25.1M
3
LG
3
Leuthold Group
Minnesota
$7.8M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
UBS AM
5
UBS AM
Illinois
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
176
Raymond James Trust
Florida
$532K -$20.4K -191 -4%
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$532K -$214 -2 -0%
NPC
178
National Planning Corporation
California
$524K +$107K +1,002 +26%
LFAS
179
Level Four Advisory Services
Texas
$518K -$864K -8,071 -63%
MSAM
180
Moloney Securities Asset Management
Missouri
$509K -$10.5K -98 -2%
KA
181
Kovack Advisors
Florida
$497K -$14.9K -139 -3%
NA
182
NewEdge Advisors
Louisiana
$486K +$343K +3,207 +239%
Cetera Investment Advisers
183
Cetera Investment Advisers
Illinois
$479K -$40.3K -378 -8%
TFA
184
Transamerica Financial Advisors
Florida
$458K -$70.2K -655 -13%
Citigroup
185
Citigroup
New York
$457K +$340K +3,177 +291%
OMC
186
Old Mission Capital
Illinois
$452K -$282K -2,633 -38%
TWM
187
Torch Wealth Management
Ohio
$450K – – –
AWA
188
ARS Wealth Advisors
Florida
$446K – – –
FC
189
FCA Corp
Texas
$429K +$21.5K +201 +5%
LW
190
Linscomb Wealth
Texas
$426K +$2.78K +26 +0.7%
IAS
191
IMA Advisory Services
Colorado
$418K – – –
HIC
192
Holderness Investments Company
North Carolina
$404K +$12.8K +119 +3%
PPA
193
Parametric Portfolio Associates
Washington
$397K – – –
Loomis, Sayles & Company
194
Loomis, Sayles & Company
Massachusetts
$395K +$395K +3,690 New
TA
195
TMD & Associates
Arizona
$393K – – –
Bessemer Group
196
Bessemer Group
New Jersey
$343K – – –
CC
197
Cedar Capital
Illinois
$336K +$336K +3,133 New
GLA
198
Good Life Advisors
Pennsylvania
$335K +$43.9K +411 +15%
LFG
199
LifePlan Financial Group
Ohio
$334K +$10.3K +96 +3%
CHAM
200
Clear Harbor Asset Management
Connecticut
$333K +$5.36K +50 +2%
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