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iShares MBS ETF
MBB

Overview Fund Activity

195 hedge funds and large institutions have $4.33B invested in iShares MBS ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
6.33%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.75%
New
28
Increased
50
Reduced
104
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$77.2M
2
Korea Investment Corp
2
Korea Investment Corp
South Korea
$53M
3
NA
3
Navellier & Associates
Nevada
$34.2M
4
William Blair & Company
4
William Blair & Company
Illinois
$51.9M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$20.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$291M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$182M
3
Bank of America
3
Bank of America
North Carolina
$947M
4
SAS
4
Sage Advisory Services
Texas
$56.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$63.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$947M 8,945,267 -321,170 -3%
LPL Financial
2
LPL Financial
California
$291M 2,763,309 -1,341,068 -33%
CSIA
3
Charles Schwab Investment Advisory
California
$283M 2,669,077 +35,258 +1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$228M 2,150,555 +55,841 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$210M 1,987,187 +53,716 +3%
Wells Fargo
6
Wells Fargo
California
$202M 1,905,393 +135,040 +8%
KeyBank National Association
7
KeyBank National Association
Ohio
$190M 1,797,907 +40,006 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$182M 1,717,755 -583,154 -25%
AssetMark Inc
9
AssetMark Inc
California
$77.2M 729,108 +729,108 New
Ameriprise
10
Ameriprise
Minnesota
$77.2M 728,536 -97,241 -12%
SMA
11
Simply Money Advisors
Ohio
$73.2M 691,439 -42,996 -6%
CC
12
Curian Capital
Colorado
$71.1M 671,275 -201,185 -23%
Morgan Stanley
13
Morgan Stanley
New York
$66.7M 629,287 -180,594 -22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$63.2M 596,461 -207,487 -26%
SB
15
Suntrust Banks
Georgia
$58.5M 551,872 -76,932 -12%
MAA
16
Managed Account Advisors
New Jersey
$58.3M 550,836 +48,481 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$56.9M 537,512 -119,029 -18%
SAS
18
Sage Advisory Services
Texas
$56.9M 536,729 -210,463 -28%
Korea Investment Corp
19
Korea Investment Corp
South Korea
$53M 500,000 +500,000 New
William Blair & Company
20
William Blair & Company
Illinois
$51.9M 490,228 +262,228 +115%
DPIM
21
Duff & Phelps Investment Management
Illinois
$47.8M 451,475 +18,125 +4%
LG
22
Leuthold Group
Minnesota
$47.7M 450,019 -9,951 -2%
FA
23
FDx Advisors
Illinois
$42M 396,561 -15,548 -4%
U
24
UBS
Switzerland
$41.2M 389,039 -114,684 -23%
NA
25
Navellier & Associates
Nevada
$34.2M 322,796 +322,796 New
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