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iShares MBS ETF
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Overview Fund Activity

201 hedge funds and large institutions have $4.09B invested in iShares MBS ETF in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 28 closing their positions.

Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.84%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.7%
New
35
Increased
61
Reduced
77
Closed
28
Calls
$20.6M
Puts
$1.05M
Net Calls
+$19.5M
Net Calls Change
+$19.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$99.1M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.7M
3
SB
3
Suntrust Banks
Georgia
$73M
4
HTC
4
Haverford Trust Company
Pennsylvania
$13.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$220M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$190M
2
AssetMark Inc
2
AssetMark Inc
California
$22.9M
3
NA
3
Navellier & Associates
Nevada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$25.1M
5
FAAS
5
First Allied Advisory Services
California
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
51
Laidlaw Group
New York
$11M -$39.9K -382 -0.4%
BIM
52
BlackRock Investment Management
Delaware
$10.8M -$141K -1,344 -1%
RJA
53
Raymond James & Associates
Florida
$9.93M -$633K -6,056 -6%
CCA
54
Checchi Capital Advisers
California
$9.81M +$9.81M +93,787 New
KIM
55
Karpus Investment Management
New York
$9.68M -$3.56M -34,075 -27%
AA
56
Advisory Alpha
Michigan
$9.41M +$9.41M +89,989 New
FAAS
57
First Allied Advisory Services
California
$9.09M -$23M -218,084 -72%
MWM
58
Merriman Wealth Management
Washington
$9.01M -$215K -2,052 -2%
Allianz Asset Management
59
Allianz Asset Management
Germany
$8.79M +$8.79M +84,100 New
IFS
60
Ifrah Financial Services
Arkansas
$8.7M +$40.1K +383 +0.5%
GC
61
Guggenheim Capital
Illinois
$8.31M -$1.85M -17,660 -18%
MSA
62
Mason Street Advisors
Wisconsin
$8.26M -$11M -105,247 -57%
QA
63
Quantitative Advantage
Minnesota
$8.09M +$8.09M +77,322 New
Goldman Sachs
64
Goldman Sachs
New York
$7.77M -$1.69M -16,115 -18%
MIM
65
Macroview Investment Management
Maryland
$6.99M -$2.15M -20,551 -24%
NPC
66
National Planning Corporation
California
$6.58M -$3.6M -34,453 -35%
RCAG
67
Rehmann Capital Advisory Group
Michigan
$6.39M -$1.2M -11,499 -16%
Jane Street
68
Jane Street
New York
$6.2M +$6.2M +59,317 New
CIM
69
Confluence Investment Management
Missouri
$6.18M +$785K +7,504 +15%
BOTW
70
Bank of the West
California
$5.7M +$5.1M +48,742 +845%
HH
71
Hilltop Holdings
Texas
$5.06M -$342K -3,272 -6%
NC
72
NewSquare Capital
Pennsylvania
$5.01M -$1.63M -15,597 -25%
JIC
73
Johnson Investment Counsel
Ohio
$4.52M -$1.31M -12,559 -23%
FTUS
74
Flow Traders U.S.
New York
$4.4M +$4.4M +42,104 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$4.26M +$4.26M +40,746 New
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