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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 %
SFS
301
Sowell Financial Services
Arkansas
$2.12M +$1.53M +14,073 +260%
KP
302
Keel Point
Alabama
$2.11M +$2.11M +19,448 New
APW
303
Austin Private Wealth
Texas
$2.11M -$946K -8,728 -31%
LWA
304
Lineweaver Wealth Advisors
Ohio
$2.1M -$2.99M -27,541 -59%
FC
305
FCA Corp
Texas
$2.07M +$50.5K +466 +3%
DADC
306
D.A. Davidson & Co
Montana
$2.07M +$1.22M +11,286 +145%
LWM
307
Liberty Wealth Management
California
$1.96M – – –
NFG
308
Next Financial Group
Texas
$1.96M +$878K +8,100 +81%
SMI
309
Shelter Mutual Insurance
Missouri
$1.95M +$1.95M +18,000 New
ACG
310
Allen Capital Group
Nebraska
$1.91M +$760K +7,012 +66%
BRWA
311
B. Riley Wealth Advisors
Florida
$1.91M -$1.68M -15,527 -47%
BHWM
312
Bar Harbor Wealth Management
New Hampshire
$1.86M -$91.2K -841 -5%
FF
313
Friedenthal Financial
New Jersey
$1.85M +$252K +2,325 +16%
RFG
314
Range Financial Group
Oregon
$1.84M +$1.84M +16,982 New
HI
315
Harbour Investments
Wisconsin
$1.84M +$1.84M +16,953 New
Koshinski Asset Management
316
Koshinski Asset Management
Illinois
$1.82M +$133K +1,223 +8%
DAS
317
Dynamic Advisor Solutions
Arizona
$1.79M -$466K -4,299 -21%
RJT
318
Raymond James Trust
Florida
$1.77M -$280K -2,585 -14%
CNC
319
Citizens & Northern Corp
Pennsylvania
$1.75M +$1.75M +16,129 New
NW
320
NewEdge Wealth
Pennsylvania
$1.73M +$1.14M +10,483 +192%
FNB
321
Farmers National Bank
Kentucky
$1.72M +$296K +2,726 +21%
SPC
322
Sigma Planning Corp
Michigan
$1.67M -$44.2K -408 -3%
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.66M +$737K +6,781 +80%
AIC
324
Archer Investment Corporation
Indiana
$1.63M +$574K +5,196 +54%
HWMA
325
Heritage Wealth Management (Arizona)
Arizona
$1.63M +$1.63M +15,004 New
11 12
13
14 15