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

Top Sellers

1
LPL Financial
LPL Financial
California
$190M
2
AssetMark Inc
AssetMark Inc
California
$22.9M
3
NA
Navellier & Associates
Nevada
$0
4
Lazard Asset Management
Lazard Asset Management
New York
$25.1M
5
FAAS
First Allied Advisory Services
California
$9.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
176
American International Group
New York
$102K +$8.37K +80 +9%
WTC
177
WhitTier Trust Company
Nevada
$96K -$26.1K -250 -21%
MFS
178
MSI Financial Services
Massachusetts
$91K +$9.94K +95 +12%
FA
179
Financial Advantage
Maryland
$80K +$29.7K +283 +59%
OAM
180
Orinda Asset Management
California
$77K – – –
V
181
Veritable
Delaware
$77K +$77K +737 New
VCM
182
Vigilant Capital Management
Maine
$73K – – –
ACM
183
Antonetti Capital Management
Florida
$70K – – –
BCM
184
Blume Capital Management
California
$66K +$66K +635 New
PSUF
185
People's United Financial
Connecticut
$63K – – –
TF
186
Tompkins Financial
New York
$60K – – –
CFS
187
Community Financial System
New York
$58K – – –
CTC
188
Central Trust Company
Missouri
$46K -$11.2K -107 -20%
JIC
189
Joel Isaacson & Co
New York
$41K – – –
HNB
190
Huntington National Bank
Ohio
$34K -$34K – –
S
191
SignatureFD
Georgia
$34K – – –
WA
192
Winfield Associates
Ohio
$31K +$31K +300 New
MBT
193
Monroe Bank & Trust
Michigan
$26K – – –
RIA
194
Regal Investment Advisors
Michigan
$23K -$281K -2,661 -92%
FBT
195
Founders Bank & Trust
Michigan
$19K +$19K +179 New
LWCFA
196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
OIA
197
Optimum Investment Advisors
Illinois
$13K – – –
AA
198
Apriem Advisors
California
$10K – – –
TWA
199
TCI Wealth Advisors
Arizona
$9K +$9K +90 New
M&T Bank
200
M&T Bank
New York
$7K – – –
6 7
8
9 10