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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
Federated Hermes
3
Federated Hermes
Pennsylvania
$7.82M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$7.21M
5
BIM
5
BlackRock Investment Management
Delaware
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.24B 11,430,607 -537,708 -4%
MAA
2
Managed Account Advisors
New Jersey
$455M 4,208,171 +1,940,503 +86%
CSIA
3
Charles Schwab Investment Advisory
California
$356M 3,291,820 +189,766 +6%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$326M 3,016,998 +110,498 +4%
Fisher Asset Management
5
Fisher Asset Management
Washington
$273M 2,523,978 +97,909 +4%
Wells Fargo
6
Wells Fargo
California
$214M 1,976,737 +82,928 +4%
KeyBank National Association
7
KeyBank National Association
Ohio
$186M 1,717,092 +109,451 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$165M 1,522,339 +340,956 +29%
Ameriprise
9
Ameriprise
Minnesota
$152M 1,504,899 +231,184 +18%
FSIM
10
F-Squared Investment Management
Massachusetts
$120M 1,110,363 +252,829 +29%
AssetMark Inc
11
AssetMark Inc
California
$107M 992,984 +172,077 +21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$106M 977,463 -595,171 -38%
SAS
13
Sage Advisory Services
Texas
$83.6M 773,034 +210,821 +37%
LPL Financial
14
LPL Financial
California
$80.1M 738,049 +118,591 +19%
CC
15
Curian Capital
Colorado
$78.5M 726,445 +127,470 +21%
SB
16
Suntrust Banks
Georgia
$69.2M 640,525 -49,263 -7%
U
17
UBS
Switzerland
$62.6M 579,187 +98,003 +20%
EA
18
Euclid Advisors
Connecticut
$61.3M 566,670 +27,020 +5%
Stifel Financial
19
Stifel Financial
Missouri
$55.4M 512,047 +7,052 +1%
Korea Investment Corp
20
Korea Investment Corp
South Korea
$54.1M 500,000 – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$51.3M 474,837 +135,402 +40%
LG
22
Leuthold Group
Minnesota
$50M 462,356 +80,520 +21%
DPIM
23
Duff & Phelps Investment Management
Illinois
$49.3M 456,375 – –
Morgan Stanley
24
Morgan Stanley
New York
$47.3M 437,415 -26,223 -6%
SMA
25
Simply Money Advisors
Ohio
$45.2M 418,168 +12,505 +3%
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