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iShares MBS ETF
MBB

Overview Fund Activity

693 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.2%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
81
Increased
303
Reduced
227
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.21B
2
Citadel Advisors
Citadel Advisors
Florida
+$487M
3
Jane Street
Jane Street
New York
+$362M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$845M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$375M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$208M
4
Wells Fargo
Wells Fargo
California
-$120M
5
ERSOT
Employees Retirement System of Texas
Texas
-$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
226
Westover Capital Advisors
Delaware
$4.76M +$376K +3,466 +9%
AR
227
Advisory Research
Illinois
$4.74M -$4.74M -43,720 -50%
BA
228
Ballew Advisors
Mississippi
$4.7M +$350K +3,231 +8%
BCM
229
Boltwood Capital Management
California
$4.69M +$1.93M +17,815 +70%
SWP
230
ShoreHaven Wealth Partners
New Jersey
$4.68M -$51K -470 -1%
PWPCM
231
Perella Weinberg Partners Capital Management
New York
$4.66M – – –
SFA
232
Source Financial Advisors
New York
$4.63M +$334K +3,078 +8%
CF
233
Clarity Financial
Texas
$4.61M -$58.7M -541,509 -93%
BWP
234
Bernardo Wealth Planning
Pennsylvania
$4.51M +$180K +1,658 +4%
BFM
235
Boothbay Fund Management
New York
$4.48M +$3.53M +32,573 +374%
CFG
236
Cooper Financial Group
California
$4.45M -$3.82M -35,204 -46%
TWM
237
Tradition Wealth Management
Minnesota
$4.39M +$126K +1,158 +3%
VAS
238
Vestmark Advisory Solutions
Massachusetts
$4.37M +$29.8K +275 +0.7%
WP
239
WealthShield Partners
North Carolina
$4.19M -$1.33M -12,279 -24%
WF
240
Williams Financial
Vermont
$4.09M -$160K -1,480 -4%
AA
241
Alesco Advisors
New York
$4.01M +$3.05M +28,106 +316%
Bank Julius Baer & Co
242
Bank Julius Baer & Co
Switzerland
$4.01M -$1.07M -9,864 -21%
SWP
243
Stratos Wealth Partners
Ohio
$4.01M +$135K +1,244 +3%
SWA
244
Stratos Wealth Advisors
Ohio
$3.97M +$2.35M +21,630 +145%
WI
245
WrapManager Inc
California
$3.91M +$853K +7,867 +28%
HGWM
246
Horst & Graben Wealth Management
Oregon
$3.89M -$708K -6,531 -15%
WFC
247
Western Financial Corp
California
$3.86M +$133K +1,222 +4%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$3.85M -$4.54M -41,830 -54%
Citigroup
249
Citigroup
New York
$3.84M +$79.9K +737 +2%
TF
250
Trek Financial
Arizona
$3.81M -$2.38M -21,932 -38%
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