MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

238 hedge funds and large institutions have $6.04B invested in iShares MBS ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+13
Holders Change %
+5.78%
% of All Funds
6.42%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
30
Increased
81
Reduced
86
Closed
14
Calls
–
Puts
$749K
Net Calls
-$749K
Net Calls Change
-$749K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$1.46B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$114M
3
AssetMark Inc
AssetMark Inc
California
$154M
4
RFC
Russell Frank Company
Washington
$74.7M
5
SAS
Sage Advisory Services
Texas
$78.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$208K
2
LPL Financial
LPL Financial
California
$153M
3
BFA
Beaumont Financial Advisors
Massachusetts
$13.9M
4
FSIM
F-Squared Investment Management
Massachusetts
$0
5
Bank of America
Bank of America
North Carolina
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Joel Isaacson & Co
New York
$80K – – –
WTB
202
Washington Trust Bank
Washington
$75K – – –
IWM
203
Integrated Wealth Management
California
$72K – – –
BCM
204
Brookstone Capital Management
Illinois
$69K +$69K +638 New
MFBTD
205
MB Financial Bank - Trust Department
Illinois
$68K +$68K +626 New
PSUF
206
People's United Financial
Connecticut
$66K – – –
TF
207
Tompkins Financial
New York
$62K – – –
JFA
208
JNBA Financial Advisors
Minnesota
$55K – – –
S
209
SignatureFD
Georgia
$55K – – –
FA
210
Financial Advantage
Maryland
$52K – – –
DSC
211
Duncker Streett & Co
Missouri
$47K – – –
HI
212
Hudock Inc
Pennsylvania
$47K – – –
VCM
213
Vigilant Capital Management
Maine
$43K – – –
SF
214
Synovus Financial
Georgia
$41K – – –
GWM
215
Gupta Wealth Management
California
$36K +$3.57K +33 +11%
EWM
216
Evercore Wealth Management
New York
$36K +$36K +330 New
FCCM
217
First City Capital Management
Georgia
$34.3K – – –
NFG
218
Next Financial Group
Texas
$33K +$108 +1 +0.3%
CFA
219
Carroll Financial Associates
North Carolina
$31K +$14.2K +129 +85%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$30K -$9.16K -84 -23%
SCA
221
Strategic Capital Alternatives
United States
$30K +$30K +271 New
TCOV
222
Trust Company of Vermont
Vermont
$30K +$30K +272 New
MBT
223
Monroe Bank & Trust
Michigan
$27K – – –
BFEC
224
Benjamin F. Edwards & Company
Missouri
$22K -$3.12M -28,792 -99%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$21K – – –
7 8
9
10 11