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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 %
CHAM
201
Clear Harbor Asset Management
Connecticut
$326K – – –
LFG
202
LifePlan Financial Group
Ohio
$322K +$83.3K +781 +35%
TI
203
Truepoint Inc
Ohio
$321K – – –
T
204
Thomaspartners
Massachusetts
$316K +$27.6K +258 +10%
FAT
205
First American Trust
California
$299K +$85.7K +804 +40%
PWPCM
206
Perella Weinberg Partners Capital Management
New York
$296K -$5.12K -48 -2%
CIAS
207
Capital Investment Advisory Services
North Carolina
$294K +$24.4K +228 +9%
GLA
208
Good Life Advisors
Pennsylvania
$292K -$99.2K -925 -25%
CG
209
Colony Group
Massachusetts
$280K +$33.8K +317 +14%
IAA
210
Ironsides Asset Advisors
North Carolina
$278K +$278K +2,600 New
VWM
211
Venturi Wealth Management
Texas
$273K -$31.9K -299 -10%
HB
212
Homrich & Berg
Georgia
$260K -$15.1K -141 -5%
MBTD
213
Mechanics Bank - Trust Department
California
$257K – – –
CAM
214
Capstone Asset Management
Texas
$253K -$69.4K -649 -22%
LNB
215
Ledyard National Bank
$252K +$21.2K +198 +9%
HFS
216
Haverford Financial Services
Pennsylvania
$250K -$1.39K -13 -0.6%
DC
217
Davenport & Co
Virginia
$240K – – –
CBN
218
Cadence Bank NA
Texas
$235K +$235K +2,205 New
BFPW
219
BOK Financial Private Wealth
Colorado
$233K -$7.48K -70 -3%
FHA
220
Flagship Harbor Advisors
Massachusetts
$230K -$17.6K -166 -7%
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K +$43.2K +405 +23%
OC
222
Oakworth Capital
Alabama
$227K – – –
SG
223
StoneX Group
New York
$221K +$221K +2,066 New
FWP
224
FAS Wealth Partners
Kansas
$218K -$23.8K -222 -10%
CFD
225
Creative Financial Designs
Indiana
$211K +$55.9K +525 +36%
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9
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