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iShares MBS ETF
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Overview Fund Activity

688 hedge funds and large institutions have $22.4B invested in iShares MBS ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 307 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+116
Holders Change %
+20.28%
% of All Funds
12.21%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.33%
New
176
Increased
307
Reduced
136
Closed
51
Calls
$2.94M
Puts
$54.5M
Net Calls
-$51.6M
Net Calls Change
+$58.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$780M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$778M
3
Bank of America
Bank of America
North Carolina
+$202M
4
LPL Financial
LPL Financial
California
+$153M
5
Osaic Holdings
Osaic Holdings
Arizona
+$85.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$231M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$89.6M
3
ERSOT
Employees Retirement System of Texas
Texas
-$75.4M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$41.2M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
226
Hilton Capital Management
New York
$4.43M -$9.69K -88 -0.2%
BA
227
Ballew Advisors
Mississippi
$4.42M -$208K -1,895 -5%
OAP
228
One Advisory Partners
Kansas
$4.41M +$4.41M +40,048 New
VAS
229
Vestmark Advisory Solutions
Massachusetts
$4.41M +$371K +3,372 +9%
BWP
230
Bernardo Wealth Planning
Pennsylvania
$4.4M +$4.4M +39,960 New
SFA
231
Source Financial Advisors
New York
$4.37M +$4.37M +39,639 New
BWAM
232
Boyd Watterson Asset Management
Ohio
$4.36M +$367K +3,335 +9%
AAM
233
Autus Asset Management
Arizona
$4.35M +$890K +8,084 +26%
TPCW
234
TD Private Client Wealth
New York
$4.34M +$704K +6,396 +19%
SIA
235
Soltis Investment Advisors
Utah
$4.33M +$200K +1,812 +5%
TWM
236
Tradition Wealth Management
Minnesota
$4.33M +$4.33M +39,301 New
PAG
237
Pinnacle Advisory Group
Maryland
$4.33M +$421K +3,823 +11%
WF
238
Williams Financial
Vermont
$4.32M +$4.32M +39,234 New
BCWM
239
Bartlett & Co Wealth Management
Ohio
$4.24M +$158K +1,439 +4%
BC
240
Bartlett & Co
Ohio
$4.24M +$158K +1,439 +4%
CA
241
Cetera Advisors
Colorado
$4.02M -$191K -1,732 -5%
C1AG
242
Client 1st Advisory Group
Florida
$4M +$2.01M +18,247 +101%
PA
243
Parallel Advisors
California
$3.95M -$326K -2,958 -8%
SWP
244
Stratos Wealth Partners
Ohio
$3.94M +$89.2K +810 +2%
BL
245
BFSG LLC
California
$3.93M +$1.45M +13,135 +58%
PCM
246
Parsons Capital Management
Rhode Island
$3.85M +$3.85M +34,989 New
Citigroup
247
Citigroup
New York
$3.82M -$594K -5,393 -13%
SPIA
248
Steward Partners Investment Advisory
New York
$3.79M +$2.5M +22,705 +193%
WFC
249
Western Financial Corp
California
$3.78M +$3.78M +34,340 New
SMG
250
Spectrum Management Group
Indiana
$3.77M +$3.75M +34,089 +27,055%
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