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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 %
B
201
Barings
North Carolina
$332K +$332K +3,100 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$317K +$22.7K +212 +8%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$316K +$207K +1,928 +189%
DE
204
Day & Ennis
Georgia
$315K -$20.6K -192 -6%
M&T Bank
205
M&T Bank
New York
$305K -$176K -1,643 -37%
CG
206
Colony Group
Massachusetts
$299K +$18.2K +170 +6%
FWP
207
FAS Wealth Partners
Kansas
$299K +$81K +757 +37%
CS
208
Comerica Securities
Michigan
$276K -$81K -756 -23%
CCM
209
Covington Capital Management
California
$273K +$273K +2,545 New
WCM
210
Weatherstone Capital Management
Colorado
$264K -$137K -1,281 -34%
LNB
211
Ledyard National Bank
$253K – – –
MBTD
212
Mechanics Bank - Trust Department
California
$251K -$6.43K -60 -2%
HFS
213
Haverford Financial Services
Pennsylvania
$250K -$1.29K -12 -0.5%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$250K +$19.8K +185 +9%
DIA
215
Davidson Investment Advisors
Montana
$246K -$134K -1,253 -35%
VWM
216
Venturi Wealth Management
Texas
$245K -$28.9K -270 -11%
DC
217
Davenport & Co
Virginia
$241K – – –
CFD
218
Creative Financial Designs
Indiana
$235K +$23K +215 +11%
BFPW
219
BOK Financial Private Wealth
Colorado
$233K – – –
ACP
220
Aveo Capital Partners
Colorado
$230K +$230K +2,147 New
OC
221
Oakworth Capital
Alabama
$229K – – –
FHA
222
Flagship Harbor Advisors
Massachusetts
$226K -$4.25K -40 -2%
KCM
223
Karp Capital Management
California
$207K +$207K +1,929 New
EWM
224
Evercore Wealth Management
New York
$206K +$1.07K +10 +0.5%
HB
225
Homrich & Berg
Georgia
$201K -$60.2K -561 -23%
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9
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