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iShares MBS ETF
MBB

Overview Fund Activity

220 hedge funds and large institutions have $5.52B invested in iShares MBS ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
40
Increased
84
Reduced
71
Closed
21
Calls
$798K
Puts
$306K
Net Calls
+$492K
Net Calls Change
+$492K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$747M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$95.4M
3
LPL Financial
3
LPL Financial
California
$129M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$61.7M
5
BIM
5
BlackRock Investment Management
Delaware
$66.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$815M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$0
3
CC
3
Curian Capital
Colorado
$38.4M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$27.7M
5
JIR
5
James Investment Research
Ohio
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Checchi Capital Advisers
California
$13M +$418K +3,820 +3%
EC
52
Estate Counselors
Wisconsin
$12.5M -$43.7K -400 -0.3%
LG
53
Laidlaw Group
New York
$11.5M -$93.6K -856 -0.8%
QA
54
Quantitative Advantage
Minnesota
$10.9M +$10.9M +100,045 New
DADC
55
D.A. Davidson & Co
Montana
$10.8M -$367K -3,354 -3%
MSA
56
Mason Street Advisors
Wisconsin
$10.5M -$879K -8,045 -8%
DJSG
57
D.J. St. Germain
Massachusetts
$10.5M -$303K -2,775 -3%
Goldman Sachs
58
Goldman Sachs
New York
$9.75M +$1.12M +10,233 +13%
IFS
59
Ifrah Financial Services
Arkansas
$9.29M -$422K -3,861 -4%
AA
60
Advisory Alpha
Michigan
$8.25M -$631K -5,769 -7%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$7.46M +$170K +1,559 +2%
VFS
62
VSR Financial Services
Kansas
$7.05M +$6.81M +62,319 +2,886%
BWAM
63
Boyd Watterson Asset Management
Ohio
$6.8M +$2.96M +27,051 +77%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$6.29M +$55.5K +508 +0.9%
FAAS
65
First Allied Advisory Services
California
$5.66M +$3.07M +28,027 +118%
SIM
66
Strategic Income Management
Washington
$5.61M +$5.61M +51,318 New
BOTW
67
Bank of the West
California
$5.37M +$1.51M +13,813 +39%
CIM
68
Confluence Investment Management
Missouri
$5.08M +$2.51M +22,950 +98%
TFA
69
Transamerica Financial Advisors
Florida
$5.06M -$83.1K -760 -2%
PA
70
Parkside Advisors
California
$4.86M +$100K +918 +2%
CS
71
Credit Suisse
Switzerland
$4.8M +$153K +1,404 +3%
WCM
72
Weatherstone Capital Management
Colorado
$4.21M -$629K -5,749 -13%
HH
73
Hilltop Holdings
Texas
$4.18M -$5.68K -52 -0.1%
GC
74
Guggenheim Capital
Illinois
$3.98M +$1.26M +11,538 +46%
SFM
75
Signet Financial Management
New Jersey
$3.8M +$3.8M +34,743 New
1 2
3
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