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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 %
SXL
326
Summit X LLC
Missouri
$1.74M +$1.72M +15,616 +10,342%
SPC
327
Sigma Planning Corp
Michigan
$1.74M +$627K +5,693 +56%
HT
328
HAP Trading
New York
$1.72M +$1.72M +15,631 New
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
$1.72M +$88.1K +800 +5%
IWM
330
IHT Wealth Management
Illinois
$1.71M +$218K +1,979 +15%
BWL
331
Bogart Wealth LLC
Virginia
$1.69M +$190K +1,729 +13%
BCA
332
Biltmore Capital Advisors
New Jersey
$1.69M +$1.69M +15,359 New
FWM
333
Frontier Wealth Management
Missouri
$1.68M -$252K -2,292 -13%
FIA
334
Foundations Investment Advisors
Arizona
$1.67M +$1.67M +15,167 New
RHBC
335
R.H. Bluestein & Co
Michigan
$1.66M +$134K +1,215 +9%
SWA
336
Stratos Wealth Advisors
Ohio
$1.65M +$1.65M +14,938 New
FWP
337
Firethorn Wealth Partners
Georgia
$1.64M +$1.64M +14,898 New
FF
338
Friedenthal Financial
New Jersey
$1.62M +$499K +4,534 +44%
AWM
339
Atticus Wealth Management
Florida
$1.59M +$222K +2,017 +16%
CRWM
340
Castle Rock Wealth Management
California
$1.59M +$286K +2,595 +22%
CAN
341
Claraphi Advisory Network
United States
$1.59M +$821K +7,451 +107%
WCM
342
Wunderlich Capital Managemnt
Tennessee
$1.58M +$72.9K +662 +5%
DWMG
343
DB Wealth Management Group
California
$1.57M +$1.57M +14,228 New
OIA
344
OneDigital Investment Advisors
Kansas
$1.57M +$64.3K +584 +4%
FSA
345
Financial Sense Advisors
California
$1.57M -$1.88M -17,057 -55%
LWM
346
Laidlaw Wealth Management
New York
$1.57M +$297K +2,695 +23%
DBT
347
Dubuque Bank & Trust
Iowa
$1.56M +$173K +1,572 +12%
PG
348
Patten Group
Tennessee
$1.55M +$174K +1,580 +13%
GM
349
GeoWealth Management
Illinois
$1.53M +$1.1M +10,015 +258%
AA
350
AlphaMark Advisors
Kentucky
$1.51M -$242K -2,197 -14%
12 13
14
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