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iShares MBS ETF
MBB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
5.87%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.75%
New
40
Increased
84
Reduced
71
Closed
21
Calls
$798K
Puts
$306K
Net Calls
+$492K
Net Calls Change
+$492K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$747M
2
BFA
Beaumont Financial Advisors
Massachusetts
$95.4M
3
LPL Financial
LPL Financial
California
$129M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$61.7M
5
BIM
BlackRock Investment Management
Delaware
$66.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$815M
2
DPIM
Duff & Phelps Investment Management
Illinois
$0
3
CC
Curian Capital
Colorado
$38.4M
4
Lazard Asset Management
Lazard Asset Management
New York
$27.7M
5
JIR
James Investment Research
Ohio
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Concorde Asset Management
Michigan
$922K +$922K +8,431 New
NES
127
New England Securities
New York
$913K -$104K -953 -10%
HB
128
Homrich & Berg
Georgia
$894K +$143K +1,306 +19%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$827K -$12.9K -118 -2%
QCMNJ
130
Quantum Capital Management (New Jersey)
New Jersey
$815K +$75.9K +694 +10%
LS
131
Lattice Strategies
Pennsylvania
$770K -$113K -1,032 -13%
HCMT
132
Highland Capital Management (Tennessee)
Tennessee
$764K -$329K -3,012 -30%
FIM
133
Freedom Investment Management
Connecticut
$746K +$86.7K +794 +13%
CB
134
Commerce Bank
Missouri
$724K +$5.91K +54 +0.8%
PAG
135
Pinnacle Advisory Group
Maryland
$706K +$123K +1,126 +21%
IAS
136
IMA Advisory Services
Colorado
$673K – – –
TU
137
TDAM USA
Ontario, Canada
$668K +$317K +2,905 +90%
FIG
138
FundX Investment Group
California
$667K +$667K +6,100 New
CCFCSB
139
Cape Cod Five Cents Savings Bank
Massachusetts
$666K +$666K +6,095 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$579K -$984 -9 -0.2%
FNBT
141
FineMark National Bank & Trust
Florida
$561K +$65.5K +600 +13%
Barclays
142
Barclays
United Kingdom
$558K -$12.9M -118,342 -96%
GT
143
Greenleaf Trust
Michigan
$558K +$101K +924 +22%
EWA
144
EP Wealth Advisors
California
$541K +$541K +4,945 New
DSN
145
D. Scott Neal
Kentucky
$538K -$6.56K -60 -1%
AB
146
AT Bancorp
Iowa
$503K +$139K +1,270 +38%
SPC
147
Sigma Planning Corp
Michigan
$497K +$497K +4,542 New
IT
148
Investors Trust
Texas
$489K -$386K -3,529 -44%
T
149
Thomaspartners
Massachusetts
$482K -$20.8K -190 -4%
ECM
150
Exchange Capital Management
Michigan
$480K +$480K +4,430 New
4 5
6
7 8