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iShares MBS ETF
MBB

Overview Fund Activity

225 hedge funds and large institutions have $6.12B invested in iShares MBS ETF in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 93 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
6%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.69%
New
24
Increased
73
Reduced
93
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.18B
2
MAA
2
Managed Account Advisors
New Jersey
$1.09B
3
LPL Financial
3
LPL Financial
California
$253M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$182M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$31M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$78.2M
2
SAS
2
Sage Advisory Services
Texas
$42.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.2M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$69M
5
FA
5
FDx Advisors
Illinois
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
226
Lowe Wealth Advisors
Maryland
$4K 38 +38 New
CFS
227
Commonwealth Financial Services
West Virginia
$2K 19 – –
PFG
228
Piershale Financial Group
Illinois
– – -148,022 Closed
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
– – -17,671 Closed
AA
230
Alesco Advisors
New York
– – -16,008 Closed
HCMT
231
Highland Capital Management (Tennessee)
Tennessee
– – -6,985 Closed
FIG
232
FundX Investment Group
California
– – -6,100 Closed
DSN
233
D. Scott Neal
Kentucky
– – -4,920 Closed
RCM
234
Rotella Capital Management
Washington
– – -3,300 Closed
BCM
235
Bluefin Capital Management
New York
– – -1,852 Closed
VAM
236
Visionary Asset Management
Texas
– – -736 Closed
BRWA
237
B. Riley Wealth Advisors
Florida
– – -485 Closed
MA
238
MUFG Americas
New York
– – -367 Closed
WF
239
WealthTrust Fairport
Ohio
– – -330 Closed
Deutsche Bank
240
Deutsche Bank
Germany
– – -315 Closed
TJHA
241
Thomas J. Herzfeld Advisors
Florida
– – -38 Closed
WA
242
WFG Advisors
Texas
– – -22 Closed
RMAM
243
Raab & Moskowitz Asset Management
New Jersey
– – -21 Closed
CPA
244
Cowen Prime Advisors
New York
– – -2 Closed
Parallax Volatility Advisers
245
Parallax Volatility Advisers
California
$0 1 – –
6 7 8 9
10