MBB icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.09B 47,794,450 +1,826,208 +4%
Wells Fargo
2
Wells Fargo
California
$597M 5,599,968 +163,183 +3%
Fisher Asset Management
3
Fisher Asset Management
Washington
$490M 4,595,566 +263,241 +6%
State Street
4
State Street
Massachusetts
$362M 3,394,159 -45,821 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$330M 3,099,250 +194,789 +7%
Morgan Stanley
6
Morgan Stanley
New York
$229M 2,151,716 +211,481 +11%
Ameriprise
7
Ameriprise
Minnesota
$201M 1,892,916 +127,929 +7%
UCFA
8
United Capital Financial Advisors
Texas
$185M 1,739,177 +77,923 +5%
BlackRock
9
BlackRock
New York
$170M 1,594,084 +229,753 +17%
LMGAM
10
Liberty Mutual Group Asset Management
Massachusetts
$147M 1,383,643 +1,383,643 New
Stifel Financial
11
Stifel Financial
Missouri
$138M 1,294,640 +535,362 +71%
SB
12
Suntrust Banks
Georgia
$127M 1,189,985 +77,189 +7%
KC
13
Kepos Capital
New York
$120M 1,121,800 +152,200 +16%
SAS
14
Sage Advisory Services
Texas
$116M 1,085,295 +41,493 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$115M 1,076,518 +116,064 +12%
KeyBank National Association
16
KeyBank National Association
Ohio
$113M 1,058,322 -63,139 -6%
T
17
Thomaspartners
Massachusetts
$112M 1,048,251 +173,728 +20%
UBS Group
18
UBS Group
Switzerland
$110M 1,027,874 +120,471 +13%
LPL Financial
19
LPL Financial
California
$98.9M 927,934 +96,760 +12%
State of Tennessee, Department of Treasury
20
State of Tennessee, Department of Treasury
Tennessee
$91.1M 854,900 +114,300 +15%
AssetMark Inc
21
AssetMark Inc
California
$80.7M 757,489 +20,365 +3%
IA
22
IndexIQ Advisors
New York
$59.8M 561,040 +520,348 +1,279%
Korea Investment Corp
23
Korea Investment Corp
South Korea
$53.3M 500,000 – –
1CP
24
1607 Capital Partners
Virginia
$52.1M 488,525 +4,400 +0.9%
FA
25
FDx Advisors
Illinois
$51.7M 484,664 -8,454 -2%
1
2 3 4 5