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iShares MBS ETF
MBB

Overview Fund Activity

191 hedge funds and large institutions have $4.59B invested in iShares MBS ETF in 2013 Q2 according to their latest regulatory filings, with 191 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+191
Holders Change %
–
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+28
Holding in Top 10 Change %
%
% of All Funds
0.91%
New
191
Increased
–
Reduced
–
Closed
–
Calls
$42.1M
Puts
$5.79M
Net Calls
+$36.3M
Net Calls Change
+$36.3M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
101
Regal Investment Advisors
Michigan
$1.61M +$1.61M +15,321 New
AA
102
Alesco Advisors
New York
$1.54M +$1.54M +14,635 New
SAM
103
Shamrock Asset Management
Texas
$1.51M +$1.51M +14,336 New
HFS
104
HL Financial Services
Kentucky
$1.5M +$1.5M +14,256 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$1.43M +$1.43M +13,579 New
FM
106
Forward Management
California
$1.3M +$1.3M +12,357 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$1.3M +$1.3M +12,335 New
UBS AM
108
UBS AM
Illinois
$1.28M – – –
NYLIM
109
New York Life Investment Management
New York
$1.26M +$1.26M +11,931 New
BC
110
Bartlett & Co
Ohio
$1.21M +$1.21M +11,490 New
CS
111
Comerica Securities
Michigan
$1.18M +$1.18M +11,195 New
OC
112
Oppenheimer & Co
New York
$1.17M +$1.17M +11,088 New
NAM
113
NTV Asset Management
West Virginia
$1.16M +$1.16M +11,050 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$1.09M +$1.09M +10,342 New
WI
115
WrapManager Inc
California
$1.06M +$1.06M +10,081 New
USAA
116
United Services Automobile Association
Texas
$1.05M +$1.05M +10,000 New
VFS
117
VSR Financial Services
Kansas
$1.01M +$1.01M +9,611 New
HCMT
118
Highland Capital Management (Tennessee)
Tennessee
$982K +$982K +9,336 New
IH
119
IFC Holdings
Florida
$969K +$969K +9,199 New
WF
120
WealthTrust Fairport
Ohio
$926K +$926K +8,800 New
BCI
121
Brinker Capital Investments
Pennsylvania
$850K +$850K +8,080 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$841K +$841K +7,990 New
DC
123
Davenport & Co
Virginia
$838K +$838K +7,963 New
KFS
124
KMS Financial Services
Washington
$836K +$836K +7,964 New
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$769K +$769K +7,307 New
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