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iShares MBS ETF
MBB

Overview Fund Activity

324 hedge funds and large institutions have $10.7B invested in iShares MBS ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 106 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-8
Holders Change %
-2.41%
% of All Funds
7.44%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.41%
New
47
Increased
128
Reduced
106
Closed
50
Calls
$345K
Puts
$900K
Net Calls
-$555K
Net Calls Change
-$224K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.26B
2
Jane Street
Jane Street
New York
$136M
3
T
Thomaspartners
Massachusetts
$214M
4
Ameriprise
Ameriprise
Minnesota
$262M
5
Barclays
Barclays
United Kingdom
$63.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M
2
SAS
Sage Advisory Services
Texas
$86.9M
3
IA
IndexIQ Advisors
New York
$32.3M
4
CIA
Capital Investment Advisors
Georgia
$0
5
Natixis Advisors
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPIC
176
LeJeune Puetz Investment Counsel
Michigan
$581K – – –
HA
177
Hays Advisory
Tennessee
$578K -$208K -1,990 -27%
FC
178
FCA Corp
Texas
$568K +$50.6K +484 +10%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$560K +$41.7K +399 +8%
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$546K +$225K +2,150 +70%
IAA
181
Ironsides Asset Advisors
North Carolina
$534K +$262K +2,500 +96%
KA
182
Kovack Advisors
Florida
$525K +$5.87K +56 +1%
BFA
183
Beaumont Financial Advisors
Massachusetts
$525K +$525K +5,021 New
William Blair & Company
184
William Blair & Company
Illinois
$517K -$1.38M -13,177 -73%
Federated Hermes
185
Federated Hermes
Pennsylvania
$515K +$36.1K +345 +8%
Creative Planning
186
Creative Planning
Kansas
$509K -$210K -2,011 -29%
SPC
187
Sigma Planning Corp
Michigan
$502K -$421K -4,015 -46%
SFP
188
Shepherd Financial Partners
Massachusetts
$495K +$12.9K +123 +3%
IAS
189
IMA Advisory Services
Colorado
$489K +$80.6K +770 +20%
Comerica Bank
190
Comerica Bank
Texas
$486K -$40.6K -390 -8%
LTI
191
Laffer Tengler Investments
Tennessee
$483K -$116K -1,108 -19%
GJIC
192
Gamble Jones Investment Counsel
California
$476K -$51.3K -490 -10%
M&T Bank
193
M&T Bank
New York
$471K +$99.6K +951 +27%
JCM
194
Jacobi Capital Management
Pennsylvania
$467K +$221K +2,120 +90%
Lazard Asset Management
195
Lazard Asset Management
New York
$458K -$585K – –
TWM
196
Torch Wealth Management
Ohio
$424K -$10.5K -100 -2%
Citadel Advisors
197
Citadel Advisors
Florida
$423K +$423K +4,044 New
NA
198
NewEdge Advisors
Louisiana
$405K -$126K -1,206 -24%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$404K +$65.9K +631 +19%
EGA
200
Eagle Global Advisors
Texas
$403K +$403K +3,847 New
6 7
8
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