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iShares MBS ETF
MBB

Overview Fund Activity

204 hedge funds and large institutions have $5.29B invested in iShares MBS ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.92%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.64%
New
22
Increased
90
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$455M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$165M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$120M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
SAS
5
Sage Advisory Services
Texas
$83.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$106M
2
Bank of America
2
Bank of America
North Carolina
$1.24B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25.8M
4
JIR
4
James Investment Research
Ohio
$20M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$7.82M
Name Market Value Shares Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$1.48M 13,686 -245 -2%
FM
102
Forward Management
California
$1.39M 12,905 -34 -0.3%
SCA
103
Strategic Capital Alternatives
United States
$1.38M 12,731 +12,731 New
Millennium Management
104
Millennium Management
New York
$1.36M 12,539 +12,539 New
US Bancorp
105
US Bancorp
Minnesota
$1.31M 12,150 +3 +0%
BC
106
Bartlett & Co
Ohio
$1.29M 11,964 +145 +1%
PAG
107
Private Advisor Group
New Jersey
$1.16M 10,748 +8,808 +454%
CA
108
Cetera Advisors
Colorado
$1.11M 10,301 +4,819 +88%
HCMT
109
Highland Capital Management (Tennessee)
Tennessee
$1.08M 9,997 +159 +2%
Creative Planning
110
Creative Planning
Kansas
$1.08M 10,000 +3,343 +50%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.08M 9,950 -730 -7%
M&T Bank
112
M&T Bank
New York
$1.05M 9,673 +9,673 New
NA
113
Navellier & Associates
Nevada
$1.03M 9,483 +9,483 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$1.02M 9,423 +951 +11%
NES
115
New England Securities
New York
$1.01M 9,307 +712 +8%
HA
116
Hays Advisory
Tennessee
$880K 8,143 +8,143 New
LS
117
Lattice Strategies
Pennsylvania
$873K 8,074 -1,935 -19%
IT
118
Investors Trust
Texas
$865K 8,000 -9,830 -55%
AI
119
Atria Investments
North Carolina
$842K 7,786 +2,331 +43%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$831K 7,684 +701 +10%
HB
121
Homrich & Berg
Georgia
$743K 6,876 – –
BA
122
BlackRock Advisors
Delaware
$742K 6,865 +2,860 +71%
QCMNJ
123
Quantum Capital Management (New Jersey)
New Jersey
$730K 6,757 -138 -2%
CB
124
Commerce Bank
Missouri
$710K 6,567 +140 +2%
CAN
125
Cetera Advisor Networks
California
$699K 6,452 -250 -4%
3 4
5
6 7