iShares MBS ETF
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.
58% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 57
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
8% more capital invested
Capital invested by funds: $4.89B → $5.29B (+$400M)
4% more funds holding
Funds holding: 196 → 204 (+8)
0.62% more ownership
Funds ownership: 82.43% → 83.05% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$209M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.8M |
| 3 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$27.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$58M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$13.4M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$11.5M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$8.19M |
MBB Hedge Fund Activity: Q3 2014 in Review
204 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q3 2014, worth a combined $5.29B — up 8.2% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MBB positions and 14 closed out — a net gain of 8 holders — while 90 added to existing stakes and 57 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $209M. The largest seller was Royal Bank of Canada, cutting an estimated $64.2M.
- 204 institutional investors held iShares MBS ETF (MBB) as of Q3 2014, up from 196 in Q2 2014.
- Funds reported $5.29B of iShares MBS ETF stock for Q3 2014, up 8.2% quarter-over-quarter.
- 22 funds opened new iShares MBS ETF positions in Q3 2014 and 14 closed out, a net change of +8 holders.
- The largest iShares MBS ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $209M added.
- The largest iShares MBS ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $64.2M sold.
Based on aggregated 13F filings for Q3 2014.