iShares MBS ETF
195 hedge funds and large institutions have $4.33B invested in iShares MBS ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 104 reducing their positions, and 22 closing their positions.
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
2% more funds holding
Funds holding: 191 → 195 (+4)
1.15% more ownership
Funds ownership: 77.51% → 78.65% (+1.1%)
6% less capital invested
Capital invested by funds: $4.59B → $4.33B (-$260M)
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
52% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Korea Investment Corp
Seoul,
South Korea
|
+$52.3M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$33.7M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$27.4M |
| 4 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$20.3M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$140M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$33.6M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.7M |
MBB Hedge Fund Activity: Q3 2013 in Review
195 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q3 2013, worth a combined $4.33B — down 5.7% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new MBB positions and 22 closed out — a net gain of 6 holders — while 50 added to existing stakes and 104 trimmed.
The largest buyer was Korea Investment Corp, opening a new position worth an estimated $52.3M. The largest seller was LPL Financial, cutting an estimated $140M.
- 195 institutional investors held iShares MBS ETF (MBB) as of Q3 2013, up from 191 in Q2 2013.
- Funds reported $4.33B of iShares MBS ETF stock for Q3 2013, down 5.7% quarter-over-quarter.
- 28 funds opened new iShares MBS ETF positions in Q3 2013 and 22 closed out, a net change of +6 holders.
- The largest iShares MBS ETF buyer in Q3 2013 was Korea Investment Corp, an estimated $52.3M added.
- The largest iShares MBS ETF seller in Q3 2013 was LPL Financial, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2013.