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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 %
LFAS
201
Level Four Advisory Services
Texas
$470K -$45.6K -428 -9%
TWM
202
Torch Wealth Management
Ohio
$442K -$5.33K -50 -1%
SMA
203
Simply Money Advisors
Ohio
$438K -$102K -961 -19%
AWA
204
ARS Wealth Advisors
Florida
$438K -$5.33K -50 -1%
IAS
205
IMA Advisory Services
Colorado
$416K – – –
HIC
206
Holderness Investments Company
North Carolina
$402K – – –
DC
207
Derby & Company
Massachusetts
$397K +$397K +3,724 New
CC
208
Cedar Capital
Illinois
$389K +$54.7K +513 +16%
M&T Bank
209
M&T Bank
New York
$378K +$74.7K +701 +25%
PPA
210
Parametric Portfolio Associates
Washington
$373K -$22.5K -211 -6%
B
211
Barings
North Carolina
$373K +$42.6K +400 +13%
MSAM
212
Moloney Securities Asset Management
Missouri
$369K -$137K -1,289 -27%
CFP
213
Cornerstone Financial Partners
North Carolina
$366K -$1.41M -13,205 -79%
TA
214
TMD & Associates
Arizona
$362K -$28.2K -265 -7%
AWM
215
Avondale Wealth Management
Texas
$349K +$349K +3,274 New
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$346K +$31.2K +292 +10%
A
217
AdvicePeriod
California
$339K +$339K +3,185 New
LFG
218
LifePlan Financial Group
Ohio
$334K – – –
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327K +$77.6K +728 +31%
CIAS
220
Capital Investment Advisory Services
North Carolina
$325K +$9.48K +89 +3%
CS
221
Comerica Securities
Michigan
$310K +$35.6K +334 +13%
TFA
222
Transamerica Financial Advisors
Florida
$305K -$151K -1,416 -33%
GLA
223
Good Life Advisors
Pennsylvania
$300K -$34.2K -321 -10%
DE
224
Day & Ennis
Georgia
$299K -$15.2K -142 -5%
FWP
225
FAS Wealth Partners
Kansas
$299K +$1.6K +15 +0.5%
7 8
9
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