MBB icon

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.

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
1
Ameriprise
Minnesota
$99.1M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$24.7M
3
SB
3
Suntrust Banks
Georgia
$73M
4
HTC
4
Haverford Trust Company
Pennsylvania
$13.2M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$220M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$190M
2
AssetMark Inc
2
AssetMark Inc
California
$22.9M
3
NA
3
Navellier & Associates
Nevada
$0
4
FAAS
4
First Allied Advisory Services
California
$9.09M
5
FSIM
5
F-Squared Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$947M 9,051,725 +106,458 +1%
CSIA
2
Charles Schwab Investment Advisory
California
$287M 2,742,512 +73,435 +3%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$233M 2,227,567 +77,012 +4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$220M 2,106,187 +119,000 +6%
Wells Fargo
5
Wells Fargo
California
$194M 1,852,186 -53,207 -3%
LPL Financial
6
LPL Financial
California
$190M 1,817,757 -945,552 -34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$186M 1,779,191 +61,436 +4%
KeyBank National Association
8
KeyBank National Association
Ohio
$172M 1,649,242 -148,665 -8%
Ameriprise
9
Ameriprise
Minnesota
$99.1M 946,905 +218,369 +30%
CC
10
Curian Capital
Colorado
$79.6M 761,182 +89,907 +13%
SB
11
Suntrust Banks
Georgia
$73M 698,432 +146,560 +27%
MAA
12
Managed Account Advisors
New Jersey
$68.2M 651,909 +101,073 +18%
William Blair & Company
13
William Blair & Company
Illinois
$61.7M 589,650 +99,422 +20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$60.4M 577,359 +39,847 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$60.2M 575,632 -20,829 -3%
Morgan Stanley
16
Morgan Stanley
New York
$58.8M 562,604 -66,683 -11%
SAS
17
Sage Advisory Services
Texas
$55.6M 531,972 -4,757 -0.9%
SMA
18
Simply Money Advisors
Ohio
$53.6M 512,360 -179,079 -26%
Korea Investment Corp
19
Korea Investment Corp
South Korea
$52.3M 500,000 – –
DPIM
20
Duff & Phelps Investment Management
Illinois
$47.2M 451,475 – –
U
21
UBS
Switzerland
$36.6M 349,886 -39,153 -10%
LG
22
Leuthold Group
Minnesota
$35.9M 343,577 -106,442 -24%
FA
23
FDx Advisors
Illinois
$29.4M 281,402 -115,159 -29%
FAAM
24
First Allied Asset Management
California
$26M 247,179 -16,313 -6%
AC
25
AFAM Capital
Texas
$25.5M 244,157 +31,169 +15%
1
2 3 4 5