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iShares MBS ETF
MBB

Overview Fund Activity

204 hedge funds and large institutions have $5.29B invested in iShares MBS ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+8
Holders Change %
+4.08%
% of All Funds
5.92%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.64%
New
22
Increased
90
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$455M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$165M
3
FSIM
3
F-Squared Investment Management
Massachusetts
$120M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
SAS
5
Sage Advisory Services
Texas
$83.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$106M
2
Bank of America
2
Bank of America
North Carolina
$1.24B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$25.8M
4
JIR
4
James Investment Research
Ohio
$20M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Colony Group
Massachusetts
$89K -$2.33M -21,549 -96%
FAM
177
Formidable Asset Management
Ohio
$83K – – –
OAM
178
Orinda Asset Management
California
$79K – – –
WTB
179
Washington Trust Bank
Washington
$75K +$75K +695 New
ACM
180
Antonetti Capital Management
Florida
$72K – – –
W
181
Wealthfront
California
$68K +$68K +628 New
PSUF
182
People's United Financial
Connecticut
$65K – – –
TF
183
Tompkins Financial
New York
$62K – – –
FA
184
Financial Advantage
Maryland
$52K – – –
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$49K +$49K +452 New
DSC
186
Duncker Streett & Co
Missouri
$46K – – –
S
187
SignatureFD
Georgia
$45K – – –
VCM
188
Vigilant Capital Management
Maine
$43K – – –
CFS
189
Community Financial System
New York
$43K – – –
IFWM
190
Institute for Wealth Management
Colorado
$41K +$41K +379 New
FCCM
191
First City Capital Management
Georgia
$34.2K – – –
AA
192
Apriem Advisors
California
$34K +$34K +317 New
BFEC
193
Benjamin F. Edwards & Company
Missouri
$32K – – –
FANJ
194
Financial Architects (New Jersey)
New Jersey
$21K +$15.5K +145 +284%
OIA
195
Optimum Investment Advisors
Illinois
$17K – – –
DBT
196
Dubuque Bank & Trust
Iowa
$15K +$429 +4 +3%
WA
197
WFG Advisors
Texas
$15K +$15K +135 New
CFA
198
Carroll Financial Associates
North Carolina
$14K – – –
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$12.2K – – –
5 6 7
8
9