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iShares MBS ETF
MBB

Overview Fund Activity

201 hedge funds and large institutions have $4.09B invested in iShares MBS ETF in 2013 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+6
Holders Change %
+3.08%
% of All Funds
5.84%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.7%
New
35
Increased
61
Reduced
77
Closed
28
Calls
$20.6M
Puts
$1.05M
Net Calls
+$19.5M
Net Calls Change
+$19.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$99.1M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.7M
3
SB
3
Suntrust Banks
Georgia
$73M
4
HTC
4
Haverford Trust Company
Pennsylvania
$13.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$220M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$190M
2
AssetMark Inc
2
AssetMark Inc
California
$22.9M
3
NA
3
Navellier & Associates
Nevada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$25.1M
5
FAAS
5
First Allied Advisory Services
California
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
151
Parametric Portfolio Associates
Washington
$422K +$1.05K +10 +0.2%
Kayne Anderson Rudnick Investment Management
152
Kayne Anderson Rudnick Investment Management
California
$408K – – –
GJIC
153
Gamble Jones Investment Counsel
California
$380K -$46.9K -449 -11%
G
154
GlobalBridge
Minnesota
$374K +$120K +1,144 +47%
TPP
155
Triangle Peak Partners
California
$359K +$359K +3,434 New
BAM
156
Barrett Asset Management
New York
$356K – – –
SKK
157
Shepherd Kaplan Krochuk
Massachusetts
$354K -$4.5K -43 -1%
SC
158
SouthState Corp
Florida
$353K -$649K -6,205 -65%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$322K -$134K -1,281 -29%
MP
160
Manifold Partners
California
$310K +$310K +2,967 New
EWA
161
EP Wealth Advisors
California
$305K +$305K +2,920 New
AC
162
Alexandria Capital
Virginia
$297K – – –
NAM
163
NTV Asset Management
West Virginia
$282K – – –
FIM
164
Freedom Investment Management
Connecticut
$274K -$628K -6,014 -70%
CIA
165
Capital Investment Advisors
Georgia
$263K +$263K +2,519 New
CA
166
Cetera Advisors
Colorado
$258K -$2.21K -21 -0.8%
AP
167
Advisors Preferred
Maryland
$247K +$247K +2,369 New
FCB
168
First Citizens Bancorporation
South Carolina
$235K -$55.8K -534 -19%
MCC
169
Mid Continent Capital
Illinois
$232K -$41.7K -400 -15%
BWM
170
Baystate Wealth Management
Massachusetts
$229K +$229K +2,187 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$227K +$174K +1,663 +327%
OC
172
Oakworth Capital
Alabama
$222K +$222K +2,125 New
GP
173
Girard Partners
Pennsylvania
$218K +$218K +2,085 New
EB
174
Eastern Bank
Massachusetts
$215K – – –
WA
175
WFG Advisors
Texas
$126K -$1.99K -19 -2%
5 6
7
8 9