MBB icon

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 %
JCM
376
Jacobi Capital Management
Pennsylvania
$1.24M +$120K +1,087 +11%
William Blair & Company
377
William Blair & Company
Illinois
$1.23M -$2.09K -19 -0.2%
ACS
378
Archford Capital Strategies
Illinois
$1.23M +$62.5K +568 +5%
RIA
379
Regal Investment Advisors
Michigan
$1.22M +$1.22M +11,081 New
LTI
380
Laffer Tengler Investments
Tennessee
$1.21M +$202K +1,834 +20%
WFA
381
Wellspring Financial Advisors
Ohio
$1.21M +$1.21M +10,953 New
VFA
382
Values First Advisors
Tennessee
$1.2M +$158K +1,433 +15%
QCMNJ
383
Quantum Capital Management (New Jersey)
New Jersey
$1.2M +$6.06K +55 +0.5%
ACG
384
Allen Capital Group
Nebraska
$1.17M +$151K +1,368 +15%
PCG
385
Private Capital Group
Connecticut
$1.15M +$1.15M +10,457 New
DIA
386
Dana Investment Advisors
Wisconsin
$1.12M -$4.19K -38 -0.4%
UB
387
UMB Bank
Missouri
$1.11M +$104K +948 +10%
NFG
388
Next Financial Group
Texas
$1.1M +$240K +2,177 +28%
AFS
389
Annapolis Financial Services
Maryland
$1.1M +$1.1M +9,975 New
1WA
390
180 Wealth Advisors
Washington
$1.07M +$65.5K +595 +7%
AIC
391
Archer Investment Corporation
Indiana
$1.05M +$509K +4,626 +94%
VC
392
Veracity Capital
Georgia
$1.05M +$444K +9,414 +73%
HFS
393
Haverford Financial Services
Pennsylvania
$1.05M -$20.1K -182 -2%
TC
394
Telemus Capital
Michigan
$1.02M +$1.02M +9,239 New
JWCA
395
J.W. Coons Advisors
Ohio
$1.01M +$241K +2,184 +31%
SB
396
Strategic Blueprint
Georgia
$1M +$1M +9,119 New
AA
397
Alesco Advisors
New York
$981K +$66.1K +600 +7%
WIA
398
World Investment Advisors
California
$965K +$965K +8,774 New
DLHL
399
Donald L. Hagan LLC
Florida
$959K +$378K +3,434 +65%
BFM
400
Boothbay Fund Management
New York
$959K +$959K +8,709 New
14 15
16
17 18