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iShares MBS ETF
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Overview Fund Activity

197 hedge funds and large institutions have $4.17B invested in iShares MBS ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 92 reducing their positions, and 25 closing their positions.

Holders
197
Holders Change
-4
Holders Change %
-1.99%
% of All Funds
5.69%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.55%
New
22
Increased
63
Reduced
92
Closed
25
Calls
$20.9M
Puts
$499K
Net Calls
+$20.4M
Net Calls Change
+$867K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.02B
2
Stifel Financial
2
Stifel Financial
Missouri
$54.1M
3
MAA
3
Managed Account Advisors
New Jersey
$115M
4
BIM
4
BlackRock Investment Management
Delaware
$38M
5
William Blair & Company
5
William Blair & Company
Illinois
$88M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$116M
2
Ameriprise
2
Ameriprise
Minnesota
$71.2M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$11.2M
4
SMA
4
Simply Money Advisors
Ohio
$40.6M
5
CC
5
Curian Capital
Colorado
$67.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.02B 9,654,426 +602,701 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$309M 2,909,441 +166,929 +6%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$246M 2,321,196 +93,629 +4%
Fisher Asset Management
4
Fisher Asset Management
Washington
$241M 2,272,335 +166,148 +8%
LPL Financial
5
LPL Financial
California
$193M 1,821,019 +3,262 +0.2%
Wells Fargo
6
Wells Fargo
California
$190M 1,792,422 -59,764 -3%
KeyBank National Association
7
KeyBank National Association
Ohio
$165M 1,554,715 -94,527 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$116M 1,089,310 -689,881 -39%
MAA
9
Managed Account Advisors
New Jersey
$115M 1,085,202 +433,293 +66%
William Blair & Company
10
William Blair & Company
Illinois
$88M 829,100 +239,450 +41%
Ameriprise
11
Ameriprise
Minnesota
$71.2M 670,280 -276,625 -29%
CC
12
Curian Capital
Colorado
$67.3M 633,956 -127,226 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.4M 616,104 +40,472 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$65.1M 613,344 +35,985 +6%
SB
15
Suntrust Banks
Georgia
$64.6M 608,422 -90,010 -13%
SAS
16
Sage Advisory Services
Texas
$59.6M 562,182 +30,210 +6%
Morgan Stanley
17
Morgan Stanley
New York
$56.5M 532,053 -30,551 -5%
Stifel Financial
18
Stifel Financial
Missouri
$54.1M 510,000 +510,000 New
Korea Investment Corp
19
Korea Investment Corp
South Korea
$53.1M 500,000 – –
DPIM
20
Duff & Phelps Investment Management
Illinois
$48.2M 454,475 +3,000 +0.7%
LG
21
Leuthold Group
Minnesota
$40.7M 383,582 +40,005 +12%
SMA
22
Simply Money Advisors
Ohio
$40.6M 382,563 -129,797 -25%
BIM
23
BlackRock Investment Management
Delaware
$38M 358,176 +254,964 +247%
FA
24
FDx Advisors
Illinois
$28.7M 270,846 -10,556 -4%
AssetMark Inc
25
AssetMark Inc
California
$28.1M 265,154 +45,780 +21%
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