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iShares MBS ETF
MBB

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 %
MAM
301
MMA Asset Management
Pennsylvania
$2.35M +$2.35M +21,352 New
OAM
302
Oppenheimer Asset Management
New York
$2.35M -$90.7K -824 -4%
BOTW
303
Bank of the West
California
$2.31M -$286K -2,598 -11%
DIM
304
Delta Investment Management
California
$2.31M -$22.7K -206 -1%
DAS
305
Dynamic Advisor Solutions
Arizona
$2.3M +$596K +5,410 +35%
BHWM
306
Bay Harbor Wealth Management
Maryland
$2.28M +$2.28M +20,682 New
T
307
TRUADVICE
Florida
$2.27M +$542K +4,915 +31%
FWP
308
FAS Wealth Partners
Kansas
$2.26M +$1.32M +11,985 +140%
MIAN
309
Mariner Independent Advisor Network
Kansas
$2.24M +$481K +4,369 +27%
TLFA
310
True Link Financial Advisors
California
$2.22M +$2.22M +20,145 New
FNBT
311
FineMark National Bank & Trust
Florida
$2.18M +$62.7K +569 +3%
SAS
312
Sage Advisory Services
Texas
$2.13M +$60.2K +547 +3%
RJT
313
Raymond James Trust
Florida
$2.09M +$234K +2,122 +13%
FC
314
FCA Corp
Texas
$2.05M +$116K +1,057 +6%
4WM
315
4J Wealth Management
Virginia
$2.03M +$2.03M +18,454 New
BHWM
316
Bar Harbor Wealth Management
New Hampshire
$1.98M -$41.5K -377 -2%
LWM
317
Liberty Wealth Management
California
$1.96M +$1.83M +16,651 +1,437%
MFG
318
MidWestOne Financial Group
Iowa
$1.96M -$24K -218 -1%
CC
319
Cedar Capital
Illinois
$1.92M -$297K -2,693 -13%
LWP
320
Lumature Wealth Partners
Georgia
$1.9M +$1.9M +17,278 New
MA
321
Mutual Advisors
Nebraska
$1.87M +$189K +1,716 +11%
RCA
322
Rowland Carmichael Advisors
Arizona
$1.86M +$1.86M +16,885 New
PPP
323
Private Portfolio Partners
New Jersey
$1.84M +$1.13M +10,245 +158%
SLWA
324
San Luis Wealth Advisors
California
$1.82M +$1.82M +16,476 New
CST
325
Charles Schwab Trust
Nevada
$1.76M -$1.14M -10,312 -39%
11 12
13
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