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iShares MBS ETF
MBB

Overview Fund Activity

196 hedge funds and large institutions have $4.89B invested in iShares MBS ETF in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 20 closing their positions.

Holders
196
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.64%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
21
Increased
67
Reduced
72
Closed
20
Calls
$108K
Puts
$346K
Net Calls
-$238K
Net Calls Change
-$20.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.3B
2
MAA
2
Managed Account Advisors
New Jersey
$245M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$170M
4
FSIM
4
F-Squared Investment Management
Massachusetts
$92.8M
5
Ameriprise
5
Ameriprise
Minnesota
$135M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$67M
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$36.7M
4
Jane Street
4
Jane Street
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$1.51M 13,931 +536 +4%
AIG
102
American International Group
New York
$1.5M 13,893 -3,495 -20%
HFS
103
HL Financial Services
Kentucky
$1.42M 13,125 -1,313 -9%
FM
104
Forward Management
California
$1.4M 12,939 +900 +7%
US Bancorp
105
US Bancorp
Minnesota
$1.31M 12,147 -2,243 -16%
BC
106
Bartlett & Co
Ohio
$1.28M 11,819 +429 +4%
BFA
107
Beaumont Financial Advisors
Massachusetts
$1.24M 11,445 -94,531 -89%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$1.16M 10,680 +1,800 +20%
ACM
109
Argentus Capital Management
Texas
$1.11M 10,264 -11,912 -54%
LS
110
Lattice Strategies
Pennsylvania
$1.08M 10,009 +100 +1%
HCMT
111
Highland Capital Management (Tennessee)
Tennessee
$1.07M 9,838 -212 -2%
NES
112
New England Securities
New York
$930K 8,595 -450 -5%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$917K 8,472 +147 +2%
DIA
114
Dana Investment Advisors
Wisconsin
$812K 7,507 +7,507 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$756K 6,983 +6,983 New
Truist Financial
116
Truist Financial
North Carolina
$755K 6,986 -8,957 -56%
QCMNJ
117
Quantum Capital Management (New Jersey)
New Jersey
$746K 6,895 -651 -9%
HB
118
Homrich & Berg
Georgia
$744K 6,876 – –
CAN
119
Cetera Advisor Networks
California
$727K 6,702 -7,535 -53%
Creative Planning
120
Creative Planning
Kansas
$720K 6,657 +2,370 +55%
CB
121
Commerce Bank
Missouri
$696K 6,427 -500 -7%
IAS
122
IMA Advisory Services
Colorado
$667K 6,160 – –
CA
123
Cetera Advisors
Colorado
$592K 5,482 +2,610 +91%
DSN
124
D. Scott Neal
Kentucky
$591K 5,460 – –
AI
125
Atria Investments
North Carolina
$590K 5,455 +5,455 New
3 4
5
6 7