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iShares MBS ETF
MBB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.84%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.7%
New
35
Increased
61
Reduced
77
Closed
28
Calls
$20.6M
Puts
$1.05M
Net Calls
+$19.5M
Net Calls Change
+$19.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$99.1M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.7M
3
SB
3
Suntrust Banks
Georgia
$73M
4
HTC
4
Haverford Trust Company
Pennsylvania
$13.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$220M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$190M
2
AssetMark Inc
2
AssetMark Inc
California
$22.9M
3
NA
3
Navellier & Associates
Nevada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$25.1M
5
FAAS
5
First Allied Advisory Services
California
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
101
Blue Edge Capital
Virginia
$1.52M +$1.52M +14,512 New
HighTower Advisors
102
HighTower Advisors
Illinois
$1.44M -$3.08M -29,492 -68%
US Bancorp
103
US Bancorp
Minnesota
$1.44M +$30.8K +295 +2%
B
104
Bellecapital
Switzerland
$1.36M +$1.36M +13,016 New
B
105
Baird
Wisconsin
$1.33M -$15.4M -147,713 -92%
Mariner
106
Mariner
Kansas
$1.31M +$1.31M +12,570 New
SI
107
SII Investments
Wisconsin
$1.28M +$913K +8,743 +247%
FM
108
Forward Management
California
$1.27M +$105 +1 +0%
WI
109
WrapManager Inc
California
$1.25M +$168K +1,603 +16%
OC
110
Oppenheimer & Co
New York
$1.23M +$159K +1,520 +15%
BC
111
Bartlett & Co
Ohio
$1.2M +$2.61K +25 +0.2%
SCM
112
Saba Capital Management
New York
$1.15M +$1.15M +10,956 New
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$1.14M -$1M -9,592 -47%
PAS
114
Partnervest Advisory Services
California
$1.09M -$2.16M -20,658 -67%
UBS AM
115
UBS AM
Illinois
$1.08M -$1.1M – –
VFS
116
VSR Financial Services
Kansas
$1.03M +$3.97K +38 +0.4%
GCT
117
Galaxy Capital Trading
British Virgin Islands
$1.02M +$1.02M +9,791 New
HCMT
118
Highland Capital Management (Tennessee)
Tennessee
$993K +$7.74K +74 +0.8%
TFA
119
Transamerica Financial Advisors
Florida
$946K -$1.42M -13,612 -60%
DIA
120
Dana Investment Advisors
Wisconsin
$932K +$212K +2,024 +29%
FIG
121
Fusion Investment Group
Pennsylvania
$931K +$931K +8,905 New
DS
122
DRW Securities
Illinois
$913K +$423K +4,049 +86%
HCM
123
Hilton Capital Management
New York
$854K -$2.71M – –
BCI
124
Brinker Capital Investments
Pennsylvania
$798K -$45.3K -433 -5%
NES
125
New England Securities
New York
$798K +$272K +2,601 +52%
3 4
5
6 7