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iShares MBS ETF
MBB

Overview Fund Activity

332 hedge funds and large institutions have $10.3B invested in iShares MBS ETF in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+44
Holders Change %
+15.28%
% of All Funds
7.54%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
72
Increased
130
Reduced
93
Closed
28
Calls
$277K
Puts
$608K
Net Calls
-$331K
Net Calls Change
-$117K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.09B
2
LMGAM
2
Liberty Mutual Group Asset Management
Massachusetts
$147M
3
Stifel Financial
3
Stifel Financial
Missouri
$138M
4
IA
4
IndexIQ Advisors
New York
$59.8M
5
AIA
5
Avalon Investment & Advisory
Texas
$37.6M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$0
2
Barclays
2
Barclays
United Kingdom
$6.72M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$6.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.85M
5
UBS AM
5
UBS AM
Illinois
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
176
KCS Wealth Advisory
California
$647K +$647K +6,071 New
FWIA
177
Fort Washington Investment Advisors
Ohio
$644K -$593K -5,567 -48%
HCC
178
Hirtle Callaghan & Co
Pennsylvania
$633K -$122K – –
Nomura Asset Management
179
Nomura Asset Management
Japan
$629K -$640K -6,000 -50%
RJT
180
Raymond James Trust
Florida
$627K +$96.8K +908 +18%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$623K +$623K +5,843 New
LTI
182
Laffer Tengler Investments
Tennessee
$610K -$36.7K -344 -6%
FIM
183
Freedom Investment Management
Connecticut
$608K +$53.4K +501 +10%
WI
184
WrapManager Inc
California
$606K -$94.9K -890 -14%
LPIC
185
LeJeune Puetz Investment Counsel
Michigan
$592K +$42.7K +400 +8%
Lazard Asset Management
186
Lazard Asset Management
New York
$585K -$883K – –
HWM
187
Highwater Wealth Management
Colorado
$576K -$289K -2,715 -33%
BGC
188
Blue Granite Capital
South Carolina
$571K -$32K -300 -5%
NA
189
NewEdge Advisors
Louisiana
$542K +$57.7K +542 +12%
GJIC
190
Gamble Jones Investment Counsel
California
$537K +$427 +4 +0.1%
Comerica Bank
191
Comerica Bank
Texas
$535K -$23.2K -219 -4%
JPMPWA
192
J.P. Morgan Private Wealth Advisors
California
$533K +$3.31K +31 +0.6%
KA
193
Kovack Advisors
Florida
$528K +$33.6K +315 +7%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$528K +$49.7K +467 +10%
FC
195
FCA Corp
Texas
$527K +$101K +944 +24%
LW
196
Linscomb Wealth
Texas
$509K +$84.9K +797 +20%
MM
197
Meridian Management
Arkansas
$500K +$500K +4,688 New
SFP
198
Shepherd Financial Partners
Massachusetts
$491K -$360K -3,378 -42%
Federated Hermes
199
Federated Hermes
Pennsylvania
$489K -$171K -1,600 -26%
Citigroup
200
Citigroup
New York
$484K +$29.2K +274 +6%
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8
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