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iShares MBS ETF
MBB

Overview Fund Activity

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$628M
2
Bank of America
Bank of America
North Carolina
+$198M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M
5
Goldman Sachs
Goldman Sachs
New York
+$79.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$560M
2
Citadel Advisors
Citadel Advisors
Florida
-$460M
3
ERSOT
Employees Retirement System of Texas
Texas
-$74M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$61.8M
5
MAM
Madison Asset Management
Wisconsin
-$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
226
Boyd Watterson Asset Management
Ohio
$4.54M -$283K -2,611 -6%
KCM
227
Karp Capital Management
California
$4.49M +$4.49M +41,488 New
SWA
228
Stratos Wealth Advisors
Ohio
$4.45M +$489K +4,514 +12%
SAS
229
Stelac Advisory Services
New York
$4.43M +$713K +6,585 +19%
NSB
230
Norway Savings Bank
Maine
$4.41M +$704K +6,501 +19%
HGWM
231
Horst & Graben Wealth Management
Oregon
$4.27M +$381K +3,517 +10%
WFC
232
Western Financial Corp
California
$4.25M +$398K +3,682 +10%
VFA
233
Voya Financial Advisors
Connecticut
$4.22M -$5.84M -53,991 -58%
NRA
234
NSI Retail Advisors
Pennsylvania
$4.17M +$4.17M +38,500 New
CA
235
CSM Advisors
Pennsylvania
$4.17M +$4.17M +38,500 New
UFA
236
US Financial Advisors
Massachusetts
$4.14M -$832K -7,688 -17%
TWM
237
Tradition Wealth Management
Minnesota
$4.12M -$261K -2,409 -6%
WI
238
WrapManager Inc
California
$4.11M +$207K +1,910 +5%
IWP
239
Icon Wealth Partners
Texas
$4.08M -$1.44M -13,276 -26%
WF
240
Williams Financial
Vermont
$4.02M -$62.1K -574 -2%
AA
241
Alesco Advisors
New York
$4.01M – – –
SWM
242
Spire Wealth Management
Virginia
$3.97M -$1.95M -17,961 -33%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$3.91M +$312K +2,885 +9%
SWP
244
Stratos Wealth Partners
Ohio
$3.87M -$136K -1,259 -3%
WCF
245
West Coast Financial
California
$3.82M +$3.82M +35,303 New
Invesco
246
Invesco
Georgia
$3.79M +$308K +2,848 +9%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$3.76M -$178K -1,564 -5%
CI Investments Inc
248
CI Investments Inc
Ontario, Canada
$3.61M – – –
SFA
249
Sequoia Financial Advisors
Ohio
$3.56M -$79.7K -736 -2%
MIAN
250
Mariner Independent Advisor Network
Kansas
$3.56M +$1.42M +13,163 +67%
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