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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BPBT
201
Boston Private Bank & Trust
Massachusetts
$11K 98 +98 New
WCM
202
Wealthcare Capital Management
Virginia
$11K 103 +103 New
RFA
203
Reilly Financial Advisors
California
$4K 36 -280 -89%
TJHA
204
Thomas J. Herzfeld Advisors
Florida
$4K 38 – –
CTC
205
Central Trust Company
Missouri
$3K 30 -440 -94%
Susquehanna International Group
206
Susquehanna International Group
Pennsylvania
– – -38,062 Closed
PIA
207
Piedmont Investment Advisors
North Carolina
– – -5,000 Closed
CS
208
Comerica Securities
Michigan
– – -4,907 Closed
AP
209
Advisors Preferred
Maryland
– – -3,728 Closed
PPA
210
Parametric Portfolio Associates
Washington
– – -3,698 Closed
B
211
Bellecapital
Switzerland
– – -2,745 Closed
BRWA
212
B. Riley Wealth Advisors
Florida
– – -400 Closed
FIG
213
Fusion Investment Group
Pennsylvania
– – -375 Closed
PAS
214
Partnervest Advisory Services
California
– – -375 Closed
AWM
215
Avior Wealth Management
Nebraska
– – -288 Closed
MBT
216
Monroe Bank & Trust
Michigan
– – -250 Closed
AllianceBernstein
217
AllianceBernstein
Tennessee
– – -245 Closed
BOK
218
Bank of Kentucky
Kentucky
– – -89 Closed
NMIS
219
Northwestern Mutual Investment Services
Wisconsin
– – -5 Closed
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
– – – –
CPA
221
Cowen Prime Advisors
New York
$0 2 – –
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$0 2 +2 New
5 6 7 8
9