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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 %
IA
251
IndexIQ Advisors
New York
$3.76M +$917K +8,330 +32%
RCAG
252
Rehmann Capital Advisory Group
Michigan
$3.76M -$464K -4,211 -11%
FA
253
Forefront Analytics
Pennsylvania
$3.7M -$552K -5,009 -13%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$3.68M -$2.94M -26,668 -44%
IWC
255
Integrated Wealth Concepts
Massachusetts
$3.67M +$625K +5,671 +20%
BRWA
256
B. Riley Wealth Advisors
Florida
$3.65M +$3.18M +28,870 +682%
CAM
257
Concorde Asset Management
Michigan
$3.64M +$2.63M +23,881 +261%
Kovitz Investment Group Partners
258
Kovitz Investment Group Partners
Illinois
$3.56M -$182K -1,650 -5%
Invesco
259
Invesco
Georgia
$3.49M +$85.8K +779 +3%
SCA
260
Snowden Capital Advisors
New York
$3.42M +$1.24M +11,237 +57%
VFM
261
Vivid Financial Management
California
$3.42M +$3.42M +31,015 New
OMC
262
Old Mission Capital
Illinois
$3.41M -$7.57M -68,748 -69%
TGAM
263
TBH Global Asset Management
Tennessee
$3.34M +$1.39M +12,584 +71%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.33M -$23.9K -217 -0.7%
SFA
265
Sequoia Financial Advisors
Ohio
$3.33M +$139K +1,261 +4%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$3.32M +$3.32M +30,164 New
CWA
267
Clearview Wealth Advisors
Oregon
$3.28M +$3.28M +29,760 New
DTIM
268
Danda Trouve Investment Management
Kansas
$3.27M +$40.1K +364 +1%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$3.22M -$13.3K -121 -0.4%
I
270
INVST
Indiana
$3.22M +$3.22M +29,190 New
IFS
271
Ifrah Financial Services
Arkansas
$3.12M +$64K +581 +2%
PA
272
PFG Advisors
Arizona
$3.11M -$55.7K -506 -2%
WI
273
WrapManager Inc
California
$3.11M +$840K +7,628 +37%
APW
274
Austin Private Wealth
Texas
$3.1M +$3.1M +28,142 New
PGA
275
Portland Global Advisors
Maine
$3.08M +$3.08M +27,971 New
9 10
11
12 13