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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 %
MFS
176
MSI Financial Services
Massachusetts
$198K +$14.7K +134 +8%
AC
177
Alexandria Capital
Virginia
$184K – – –
WA
178
Winfield Associates
Ohio
$177K – – –
AIP
179
Ameritas Investment Partners
Nebraska
$177K +$177K +1,623 New
PSC
180
Prentiss Smith & Co
Vermont
$159K +$159K +1,450 New
BBHC
181
Brown Brothers Harriman & Co
New York
$159K +$159K +1,456 New
SEI Investments
182
SEI Investments
Pennsylvania
$152K +$152K +1,390 New
AP
183
Atwood & Palmer
Missouri
$151K – – –
WEC
184
Winslow Evans & Crocker
Massachusetts
$141K -$91.3K -836 -39%
WTB
185
Washington Trust Bank
Washington
$131K +$54.9K +502 +72%
ACS
186
Archford Capital Strategies
Illinois
$110K -$10.6K -97 -9%
WTC
187
WhitTier Trust Company
Nevada
$101K – – –
SIA
188
Stancorp Investment Advisers
Oregon
$96K +$96K +879 New
S
189
SignatureFD
Georgia
$86K +$40.6K +371 +89%
FAM
190
Formidable Asset Management
Ohio
$83K -$83K -760 Closed
VAM
191
Visionary Asset Management
Texas
$80K -$19.1K -176 -19%
PSUF
192
People's United Financial
Connecticut
$66K – – –
TF
193
Tompkins Financial
New York
$63K – – –
JFA
194
JNBA Financial Advisors
Minnesota
$56K +$56K +508 New
FA
195
Financial Advantage
Maryland
$52K – – –
DSC
196
Duncker Streett & Co
Missouri
$47K – – –
CG
197
Colony Group
Massachusetts
$44K -$46.5K -423 -51%
VCM
198
Vigilant Capital Management
Maine
$44K – – –
CB
199
Community Bank
New York
$44K +$44K +400 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$41K +$41K +372 New
6 7
8
9 10