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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 %
CCA
51
Checchi Capital Advisers
California
$12.5M 115,428 +497 +0.4%
EC
52
Estate Counselors
Wisconsin
$12.4M 114,845 +460 +0.4%
LG
53
Laidlaw Group
New York
$11.4M 105,775 -50 -0%
MSA
54
Mason Street Advisors
Wisconsin
$11.2M 103,923 -2,920 -3%
DADC
55
D.A. Davidson & Co
Montana
$11M 101,999 -6,533 -6%
DJSG
56
D.J. St. Germain
Massachusetts
$10.6M 98,481 -1,869 -2%
IFS
57
Ifrah Financial Services
Arkansas
$9.6M 88,808 +1,002 +1%
AA
58
Advisory Alpha
Michigan
$8.78M 81,193 +3,206 +4%
Goldman Sachs
59
Goldman Sachs
New York
$8.53M 78,908 +4,522 +6%
Federated Hermes
60
Federated Hermes
Pennsylvania
$7.82M 72,365 -124,058 -63%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$7.21M 66,703 -106,457 -61%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$6.17M 57,060 +585 +1%
TFA
63
Transamerica Financial Advisors
Florida
$5.08M 46,996 +9,572 +26%
SG
64
Swarthmore Group
Pennsylvania
$5.05M 46,700 +31,950 +217%
WCM
65
Weatherstone Capital Management
Colorado
$4.78M 44,248 -3,157 -7%
PA
66
Parkside Advisors
California
$4.71M 43,562 +373 +0.9%
CS
67
Credit Suisse
Switzerland
$4.59M 42,498 +718 +2%
HH
68
Hilltop Holdings
Texas
$4.14M 38,301 +5,665 +17%
NC
69
NewSquare Capital
Pennsylvania
$3.91M 36,162 -3,096 -8%
BOTW
70
Bank of the West
California
$3.82M 35,286 -1,175 -3%
BWAM
71
Boyd Watterson Asset Management
Ohio
$3.8M 35,139 -122 -0.3%
Deutsche Bank
72
Deutsche Bank
Germany
$3.74M 34,625 -439 -1%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$3.7M 34,249 +6,056 +21%
GLA
74
Great Lakes Advisors
Illinois
$3.58M 33,108 +10,474 +46%
RIA
75
Regal Investment Advisors
Michigan
$3.29M 30,471 +6,189 +25%
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