MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

204 hedge funds and large institutions have $5.29B invested in iShares MBS ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.92%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.64%
New
22
Increased
90
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$455M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$165M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$120M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
SAS
5
Sage Advisory Services
Texas
$83.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$106M
2
Bank of America
2
Bank of America
North Carolina
$1.24B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25.8M
4
JIR
4
James Investment Research
Ohio
$20M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$7.82M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
26
FDx Advisors
Illinois
$45.2M 417,914 +138,934 +50%
BTS
27
BB&T Securities
Virginia
$36.3M 33,554 +8,807 +36%
UCFA
28
United Capital Financial Advisors
Texas
$35.7M 329,944 +77,650 +31%
BIM
29
BlackRock Investment Management
Delaware
$31.1M 287,569 -75,886 -21%
DIA
30
Davidson Investment Advisors
Montana
$30.8M 288,119 +143,809 +100%
ECM
31
ETrade Capital Management
Virginia
$27.1M 250,346 +95,784 +62%
Lazard Asset Management
32
Lazard Asset Management
New York
– – – –
SMM
33
Stadion Money Management
Georgia
$22.7M 210,273 -26,097 -11%
BFA
34
Beaumont Financial Advisors
Massachusetts
$21.7M 200,752 +189,307 +1,654%
Charles Schwab
35
Charles Schwab
California
$20.6M 190,235 +14,658 +8%
JIR
36
James Investment Research
Ohio
– – – –
GI
37
Gradient Investments
Minnesota
$19.9M 184,241 +24,109 +15%
AC
38
AFAM Capital
Texas
$18.9M 174,722 +20,423 +13%
FAAM
39
First Allied Asset Management
California
$17.6M 162,463 -13,491 -8%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$17.3M 159,907 +8,348 +6%
PWAG
41
Polaris Wealth Advisory Group
California
$17.1M 158,289 -2,424 -2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$16.6M 153,733 +21,275 +16%
AIM
43
Acropolis Investment Management
Missouri
$15.6M 144,204 +20,233 +16%
HTC
44
Haverford Trust Company
Pennsylvania
$15M 138,697 +7,162 +5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$14.7M 128,459 +74,359 +137%
DIP
46
DT Investment Partners
Pennsylvania
$14.4M 133,490 +3,316 +3%
First Trust Advisors
47
First Trust Advisors
Illinois
$14.1M 130,479 +3,863 +3%
PI
48
Placemark Investments
Illinois
$13.9M 128,155 +23,632 +23%
RJA
49
Raymond James & Associates
Florida
$13.8M 127,309 +38,345 +43%
Barclays
50
Barclays
United Kingdom
$13.3M 123,474 -1,402 -1%
1
2
3 4 5