MBB icon

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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.73M +$1.64M +14,986 +78%
NC
77
NewSquare Capital
Pennsylvania
$3.69M -$261K -2,385 -7%
AIG
78
American International Group
New York
$3.68M +$2.15M +19,671 +141%
RIA
79
Regal Investment Advisors
Michigan
$3.54M +$208K +1,900 +6%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$3.53M -$210K -1,923 -6%
NA
81
Nottingham Advisors
New York
$3.42M +$3.42M +31,405 New
FM
82
Foster & Motley
Ohio
$3.29M +$503K +4,605 +18%
GLA
83
Great Lakes Advisors
Illinois
$3.29M -$334K -3,057 -9%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$2.89M +$2.86M +26,172 +8,812%
Federated Hermes
85
Federated Hermes
Pennsylvania
$2.82M -$5.09M -46,580 -64%
BEC
86
Blue Edge Capital
Virginia
$2.81M +$1.16M +10,628 +71%
SG
87
Swarthmore Group
Pennsylvania
$2.78M -$2.33M -21,300 -46%
BFA
88
BlackRock Fund Advisors
California
$2.65M -$34.3K -314 -1%
AIM
89
Advantage Investment Management
Iowa
$2.56M +$2.56M +23,375 New
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$2.45M +$1.42M +12,964 +138%
NPC
91
National Planning Corporation
California
$2.4M +$831K +7,576 +53%
CCG
92
Cypress Capital Group
Florida
$2.32M -$89.6K -820 -4%
IPC
93
Independent Portfolio Consultants
Florida
$2.23M +$345K +3,160 +18%
JIC
94
Johnson Investment Counsel
Ohio
$2.12M -$374K -3,420 -15%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2.12M +$151K +1,383 +8%
UBS AM
96
UBS AM
Illinois
$2.11M -$2.86M – –
PAG
97
Private Advisor Group
New Jersey
$2.02M +$842K +7,702 +72%
SS
98
Simplicity Solutions
Minnesota
$1.99M +$1.99M +18,240 New
BHWM
99
Bar Harbor Wealth Management
New Hampshire
$1.95M +$82.1K +751 +4%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.93M +$1.93M +17,671 New
2 3
4
5 6