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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 %
RFA
201
Reilly Financial Advisors
California
$6K – – –
FAM
202
Formidable Asset Management
Ohio
$5K – – –
ECM
203
Estabrook Capital Management
New York
$3.87K – – –
Deutsche Bank
204
Deutsche Bank
Germany
$2K -$50.4K -529 -96%
CPA
205
Cowen Prime Advisors
New York
$1K – – –
ASN
206
Advisory Services Network
Georgia
$1K +$1K +13 New
NA
207
Navellier & Associates
Nevada
– -$34.2M -322,796 Closed
FSIM
208
F-Squared Investment Management
Massachusetts
– -$20.6M -194,331 Closed
Nomura Holdings
209
Nomura Holdings
Japan
– -$13.4M -126,105 Closed
IT
210
Investors Trust
Texas
– -$8.54M -80,646 Closed
NYLIM
211
New York Life Investment Management
New York
– -$2.52M -23,824 Closed
WRM
212
Westport Resources Management
Connecticut
– -$2.3M -21,675 Closed
ICOA
213
Investment Centers of America
North Dakota
– -$1.71M -16,160 Closed
Comerica Bank
214
Comerica Bank
Texas
– -$1.65M -15,582 Closed
NEAM
215
New England Asset Management
Connecticut
– -$1.25M -11,768 Closed
AI
216
Atria Investments
North Carolina
– -$796K -7,515 Closed
CPO
217
Cerity Partners OCIO
New York
– -$779K -7,354 Closed
WF
218
WealthTrust Fairport
Ohio
– -$572K -5,400 Closed
IFWM
219
Institute for Wealth Management
Colorado
– -$550K -5,195 Closed
PAG
220
Pinnacle Advisory Group
Maryland
– -$510K -4,823 Closed
SFG
221
SNS Financial Group
Minnesota
– -$432K -4,082 Closed
GEM
222
Global Endowment Management
North Carolina
– -$387K -3,650 Closed
WJA
223
Williams Jones & Associates
New York
– -$379K -3,580 Closed
KFS
224
KMS Financial Services
Washington
– -$355K -3,348 Closed
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
– -$300K -2,828 Closed
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