iShares MBS ETF
201 hedge funds and large institutions have $4.09B invested in iShares MBS ETF in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 28 closing their positions.
1,864% more call options, than puts
Call options by funds: $20.6M | Put options by funds: $1.05M
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
3% more funds holding
Funds holding: 195 → 201 (+6)
1.19% less ownership
Funds ownership: 78.65% → 77.46% (-1.2%)
6% less capital invested
Capital invested by funds: $4.33B → $4.09B (-$246M)
21% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.1M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$21.5M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$15.5M |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$13.3M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$99.8M |
| 2 |
AssetMark Inc
Concord,
California
|
-$53.8M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$34.2M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$23M |
| 5 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$20.6M |
MBB Hedge Fund Activity: Q4 2013 in Review
201 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2013, worth a combined $4.09B — down 5.7% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MBB positions and 28 closed out — a net gain of 7 holders — while 61 added to existing stakes and 77 trimmed.
The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was LPL Financial, cutting an estimated $99.8M.
- 201 institutional investors held iShares MBS ETF (MBB) as of Q4 2013, up from 195 in Q3 2013.
- Funds reported $4.09B of iShares MBS ETF stock for Q4 2013, down 5.7% quarter-over-quarter.
- 35 funds opened new iShares MBS ETF positions in Q4 2013 and 28 closed out, a net change of +7 holders.
- The largest iShares MBS ETF buyer in Q4 2013 was Ameriprise, an estimated $23.1M added.
- The largest iShares MBS ETF seller in Q4 2013 was LPL Financial, an estimated $99.8M sold.
Based on aggregated 13F filings for Q4 2013.