iShares MBS ETF
220 hedge funds and large institutions have $5.52B invested in iShares MBS ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 21 closing their positions.
161% more call options, than puts
Call options by funds: $798K | Put options by funds: $306K
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
18% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 71
8% more funds holding
Funds holding: 204 → 220 (+16)
4% more capital invested
Capital invested by funds: $5.29B → $5.52B (+$235M)
4.87% less ownership
Funds ownership: 83.05% → 78.18% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$287M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$73.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$48.3M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$44.9M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$434M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$49.3M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.9M |
| 5 |
DIA
Davidson Investment Advisors
Great Falls,
Montana
|
-$17.4M |
MBB Hedge Fund Activity: Q4 2014 in Review
220 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2014, worth a combined $5.52B — up 4.4% from $5.29B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new MBB positions and 21 closed out — a net gain of 19 holders — while 84 added to existing stakes and 71 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $287M. The largest seller was Bank of America, cutting an estimated $434M.
- 220 institutional investors held iShares MBS ETF (MBB) as of Q4 2014, up from 204 in Q3 2014.
- Funds reported $5.52B of iShares MBS ETF stock for Q4 2014, up 4.4% quarter-over-quarter.
- 40 funds opened new iShares MBS ETF positions in Q4 2014 and 21 closed out, a net change of +19 holders.
- The largest iShares MBS ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $287M added.
- The largest iShares MBS ETF seller in Q4 2014 was Bank of America, an estimated $434M sold.
Based on aggregated 13F filings for Q4 2014.