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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 %
HIC
201
Holderness Investments Company
North Carolina
$394K – – –
DC
202
Derby & Company
Massachusetts
$390K – – –
BRWA
203
B. Riley Wealth Advisors
Florida
$386K +$175K +1,670 +83%
ACP
204
Aveo Capital Partners
Colorado
$382K +$382K +3,653 New
SMA
205
Simply Money Advisors
Ohio
$379K -$51.1K -488 -12%
FAIM
206
Financial Advocates Investment Management
Washington
$377K -$522K -4,994 -58%
CW
207
CreativeOne Wealth
Kansas
$377K +$377K +3,603 New
SFS
208
Sowell Financial Services
Arkansas
$375K -$442K -4,270 -54%
AWM
209
Avondale Wealth Management
Texas
$368K +$25.8K +247 +8%
PPA
210
Parametric Portfolio Associates
Washington
$366K – – –
TA
211
TMD & Associates
Arizona
$356K – – –
FWIA
212
Fort Washington Investment Advisors
Ohio
$320K -$312K -2,986 -49%
LFG
213
LifePlan Financial Group
Ohio
$320K -$6.07K -58 -2%
DBT
214
Dubuque Bank & Trust
Iowa
$302K +$255K +2,434 +543%
CHAM
215
Clear Harbor Asset Management
Connecticut
$294K +$9.41K +90 +3%
AWS
216
AJ Wealth Strategies
New York
$280K +$280K +2,679 New
DAS
217
Dynamic Advisor Solutions
Arizona
$260K +$260K +2,481 New
GLA
218
Good Life Advisors
Pennsylvania
$254K -$38.9K -374 -13%
CG
219
Colony Group
Massachusetts
$251K -$37.1K -355 -13%
LNB
220
Ledyard National Bank
$251K -$33.9K -325 -12%
FAT
221
First American Trust
California
$251K +$251K +2,395 New
HFS
222
Haverford Financial Services
Pennsylvania
$249K +$4.92K +47 +2%
MBTD
223
Mechanics Bank - Trust Department
California
$245K – – –
MFW
224
Mosaic Family Wealth
Missouri
$245K – – –
CS
225
Comerica Securities
Michigan
$244K -$59.9K -573 -20%
7 8
9
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