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iShares MBS ETF
MBB

Overview Fund Activity

270 hedge funds and large institutions have $6.76B invested in iShares MBS ETF in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 29 closing their positions.

Holders
270
Holders Change
+10
Holders Change %
+3.85%
% of All Funds
7.21%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
41
Increased
97
Reduced
93
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$259M
2
Bank of America
2
Bank of America
North Carolina
$2.67B
3
Ameriprise
3
Ameriprise
Minnesota
$109M
4
WI
4
WBI Investments
New Jersey
$55.5M
5
FIG
5
FundX Investment Group
California
$24.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$417M
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
PFG
3
Piershale Financial Group
Illinois
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$23.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.67B 24,420,291 +1,167,587 +5%
LPL Financial
2
LPL Financial
California
$417M 3,813,146 -2,568,260 -40%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$400M 3,657,204 +80,501 +2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$355M 3,244,398 +142,677 +5%
Wells Fargo
5
Wells Fargo
California
$301M 2,752,475 +100,761 +4%
UBS Group
6
UBS Group
Switzerland
$259M 2,370,202 +1,454,581 +159%
KeyBank National Association
7
KeyBank National Association
Ohio
$200M 1,827,125 +16,003 +0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$139M 1,267,043 +40,986 +3%
Morgan Stanley
9
Morgan Stanley
New York
$125M 1,139,522 +187,038 +20%
Ameriprise
10
Ameriprise
Minnesota
$109M 1,007,518 +404,086 +67%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$104M 945,574 +43,120 +5%
AssetMark Inc
12
AssetMark Inc
California
$101M 922,332 -759,785 -45%
SB
13
Suntrust Banks
Georgia
$100M 914,674 +83,072 +10%
SAS
14
Sage Advisory Services
Texas
$77.2M 704,884 -30,370 -4%
Stifel Financial
15
Stifel Financial
Missouri
$73.2M 668,528 +53,049 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.4M 606,838 +31,353 +5%
FA
17
FDx Advisors
Illinois
$64.4M 588,081 +4,089 +0.7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$60.5M 552,370 +55,024 +11%
BIM
19
BlackRock Investment Management
Delaware
$56M 511,645 -38,345 -7%
WI
20
WBI Investments
New Jersey
$55.5M 507,289 +312,152 +160%
Korea Investment Corp
21
Korea Investment Corp
South Korea
$54.7M 500,000 – –
SMA
22
Simply Money Advisors
Ohio
$43.6M 398,394 -3,337 -0.8%
State of Tennessee, Department of Treasury
23
State of Tennessee, Department of Treasury
Tennessee
$40.3M 367,900 +1,300 +0.4%
RJA
24
Raymond James & Associates
Florida
$33M 301,011 +100,530 +50%
LG
25
Leuthold Group
Minnesota
$28.7M 262,468 -53,633 -17%
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