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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
Federated Hermes
3
Federated Hermes
Pennsylvania
$7.82M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$7.21M
5
BIM
5
BlackRock Investment Management
Delaware
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
76
UBS AM
Illinois
– – – –
FM
77
Foster & Motley
Ohio
$2.76M 25,496 +8,470 +50%
GC
78
Guggenheim Capital
Illinois
$2.69M 24,902 -15,387 -38%
BFA
79
BlackRock Fund Advisors
California
$2.66M 24,568 +3,495 +17%
BCM
80
Bluefin Capital Management
New York
$2.59M 23,990 -4,315 -15%
FAAS
81
First Allied Advisory Services
California
$2.57M 23,678 -7,519 -24%
CIM
82
Confluence Investment Management
Missouri
$2.54M 23,523 +2,088 +10%
JIC
83
Johnson Investment Counsel
Ohio
$2.47M 22,854 -82 -0.4%
CCG
84
Cypress Capital Group
Florida
$2.38M 22,054 -390 -2%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$2.07M 19,106 -1,314 -6%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$1.94M 17,976 +618 +4%
HFS
87
HL Financial Services
Kentucky
$1.89M 17,481 +4,356 +33%
IPC
88
Independent Portfolio Consultants
Florida
$1.86M 17,205 -10,925 -39%
BHWM
89
Bar Harbor Wealth Management
New Hampshire
$1.85M 17,075 +36 +0.2%
ACM
90
Argentus Capital Management
Texas
$1.79M 16,564 +6,300 +61%
CWM
91
Concert Wealth Management
California
$1.79M 16,487 -61 -0.4%
OCG
92
Opus Capital Group
Ohio
$1.73M 16,034 – –
RCM
93
Rotella Capital Management
Washington
$1.73M 16,000 -900 -5%
AA
94
Alesco Advisors
New York
$1.72M 15,863 +345 +2%
OC
95
Oppenheimer & Co
New York
$1.67M 15,447 +1,251 +9%
HPC
96
HM Payson & Co
Maine
$1.65M 15,239 -120 -0.8%
BEC
97
Blue Edge Capital
Virginia
$1.63M 15,062 -1 -0%
NPC
98
National Planning Corporation
California
$1.55M 14,329 -1,520 -10%
AIG
99
American International Group
New York
$1.51M 13,949 +56 +0.4%
Invesco
100
Invesco
Georgia
$1.5M 13,900 -553 -4%
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4
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