MBB icon

iShares MBS ETF

195 hedge funds and large institutions have $4.33B invested in iShares MBS ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
6.33%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.75%
New
28
Increased
50
Reduced
104
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CB
126
Commerce Bank
Missouri
$737K +$12.3K +116 +2%
DIA
127
Dana Investment Advisors
Wisconsin
$730K +$364K +3,433 +99%
QCMNJ
128
Quantum Capital Management (New Jersey)
New Jersey
$690K +$191K +1,800 +38%
IAS
129
IMA Advisory Services
Colorado
$652K
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$639K -$668K -6,304 -51%
DC
131
Davenport & Co
Virginia
$623K -$220K -2,077 -26%
KT
132
Kanaly Trust
Texas
$623K +$5.72K +54 +0.9%
BOTW
133
Bank of the West
California
$611K +$154K +1,457 +34%
IH
134
IFC Holdings
Florida
$608K -$366K -3,455 -38%
Citigroup
135
Citigroup
New York
$577K +$449K +4,235 +350%
WF
136
WealthTrust Fairport
Ohio
$572K -$360K -3,400 -39%
IFWM
137
Institute for Wealth Management
Colorado
$550K +$550K +5,195 New
NES
138
New England Securities
New York
$533K -$35.8K -338 -6%
PAG
139
Pinnacle Advisory Group
Maryland
$510K +$510K +4,823 New
DS
140
DRW Securities
Illinois
$499K +$499K +4,682 New
SF
141
Synovus Financial
Georgia
$486K +$249K +2,349 +105%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$461K +$461K +4,350 New
T
143
Thomaspartners
Massachusetts
$457K -$50.4K -476 -10%
FNBT
144
FineMark National Bank & Trust
Florida
$449K +$186K +1,758 +71%
SG
145
Swarthmore Group
Pennsylvania
$434K +$434K +4,100 New
GJIC
146
Gamble Jones Investment Counsel
California
$433K -$19.6K -185 -4%
SFG
147
SNS Financial Group
Minnesota
$432K -$66.9K -632 -13%
PPA
148
Parametric Portfolio Associates
Washington
$426K -$1.69K -16 -0.4%
Kayne Anderson Rudnick Investment Management
149
Kayne Anderson Rudnick Investment Management
California
$413K
BWAM
150
Boyd Watterson Asset Management
Ohio
$389K +$155K +1,464 +66%