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iShares MBS ETF
MBB

Overview Fund Activity

244 hedge funds and large institutions have $7.3B invested in iShares MBS ETF in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 74 reducing their positions, and 26 closing their positions.

Holders
244
Holders Change
+6
Holders Change %
+2.52%
% of All Funds
6.82%
Holding in Top 10
34
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+61.9%
% of All Funds
0.95%
New
36
Increased
90
Reduced
74
Closed
26
Calls
–
Puts
$702K
Net Calls
-$702K
Net Calls Change
+$47K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.65B
2
LPL Financial
2
LPL Financial
California
$378M
3
HI
3
Horizon Investments
North Carolina
$39.5M
4
Wells Fargo
4
Wells Fargo
California
$280M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$323M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$5.89M
2
Ameriprise
2
Ameriprise
Minnesota
$51.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25.7M
4
UCFA
4
United Capital Financial Advisors
Texas
$14.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.65B +$1.54B +14,061,165 +139%
LTI
2
Laffer Tengler Investments
Tennessee
$848M -$871K -8,016 Closed
TAIM
3
TD Ameritrade Investment Management
Nebraska
$384M +$3.74M +34,120 +1%
LPL Financial
4
LPL Financial
California
$378M +$223M +2,037,000 +145%
Fisher Asset Management
5
Fisher Asset Management
Washington
$323M +$23.1M +211,031 +8%
Wells Fargo
6
Wells Fargo
California
$280M +$30.7M +280,347 +12%
KeyBank National Association
7
KeyBank National Association
Ohio
$197M +$1.62M +14,766 +0.8%
AssetMark Inc
8
AssetMark Inc
California
$173M +$17.6M +160,484 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$162M -$22.6M -206,105 -12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$118M +$3.6M +32,836 +3%
UBS Group
11
UBS Group
Switzerland
$103M +$20.2M +184,636 +24%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$96.2M -$2.79M -25,472 -3%
SB
13
Suntrust Banks
Georgia
$83.7M -$1.17M -10,635 -1%
Morgan Stanley
14
Morgan Stanley
New York
$75.9M +$6.69M +61,073 +10%
RFC
15
Russell Frank Company
Washington
$73.3M -$1.87M -17,050 -2%
Stifel Financial
16
Stifel Financial
Missouri
$72.3M +$10.4M +94,955 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$72.1M -$20.8M -190,137 -22%
SAS
18
Sage Advisory Services
Texas
$64.2M -$14.9M -135,496 -19%
BIM
19
BlackRock Investment Management
Delaware
$60.3M -$539K -4,917 -0.9%
Korea Investment Corp
20
Korea Investment Corp
South Korea
$54.8M – – –
Ameriprise
21
Ameriprise
Minnesota
$51.8M -$33.7M -307,127 -39%
LG
22
Leuthold Group
Minnesota
$46.7M -$934K -8,519 -2%
SMA
23
Simply Money Advisors
Ohio
$43.9M -$158K -1,437 -0.4%
HI
24
Horizon Investments
North Carolina
$39.5M +$39.5M +360,590 New
CC
25
Curian Capital
Colorado
$39.4M -$10.1M -92,029 -20%
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