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iShares MBS ETF
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Overview Fund Activity

191 hedge funds and large institutions have $4.59B invested in iShares MBS ETF in 2013 Q2 according to their latest regulatory filings, with 191 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
191
Holders Change
+191
Holders Change %
–
% of All Funds
6.24%
Holding in Top 10
28
Holding in Top 10 Change
+28
Holding in Top 10 Change %
%
% of All Funds
0.91%
New
191
Increased
–
Reduced
–
Closed
–
Calls
$42.1M
Puts
$5.79M
Net Calls
+$36.3M
Net Calls Change
+$36.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$975M
2
LPL Financial
2
LPL Financial
California
$432M
3
CSIA
3
Charles Schwab Investment Advisory
California
$277M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$242M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$220M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$975M 9,266,437 +9,266,437 New
LPL Financial
2
LPL Financial
California
$432M 4,104,377 +4,104,377 New
CSIA
3
Charles Schwab Investment Advisory
California
$277M 2,633,819 +2,633,819 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$242M 2,300,909 +2,300,909 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$220M 2,094,714 +2,094,714 New
Fisher Asset Management
6
Fisher Asset Management
Washington
$203M 1,933,471 +1,933,471 New
Wells Fargo
7
Wells Fargo
California
$186M 1,770,353 +1,770,353 New
KeyBank National Association
8
KeyBank National Association
Ohio
$185M 1,757,901 +1,757,901 New
CC
9
Curian Capital
Colorado
$91.8M 872,460 +872,460 New
Ameriprise
10
Ameriprise
Minnesota
$86.9M 825,777 +825,777 New
Morgan Stanley
11
Morgan Stanley
New York
$85.2M 809,881 +809,881 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$84.6M 803,948 +803,948 New
SAS
13
Sage Advisory Services
Texas
$78.6M 747,192 +747,192 New
SMA
14
Simply Money Advisors
Ohio
$77.3M 734,435 +734,435 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$69.1M 656,541 +656,541 New
SB
16
Suntrust Banks
Georgia
$66.2M 628,804 +628,804 New
U
17
UBS
Switzerland
$53M 503,723 +503,723 New
MAA
18
Managed Account Advisors
New Jersey
$52.9M 502,355 +502,355 New
LG
19
Leuthold Group
Minnesota
$48.4M 459,970 +459,970 New
GF
20
Genworth Financial
Virginia
$45.9M 436,186 +436,186 New
UCFA
21
United Capital Financial Advisors
Texas
$45.7M 434,217 +434,217 New
DPIM
22
Duff & Phelps Investment Management
Illinois
$45.6M 433,350 +433,350 New
FA
23
FDx Advisors
Illinois
$43.4M 412,109 +412,109 New
MSA
24
Mason Street Advisors
Wisconsin
$41.1M 390,539 +390,539 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$37.7M 358,003 +358,003 New
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