MBB icon

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 %
PWM
376
Perigon Wealth Management
California
$1.13M +$527K +4,862 +87%
Lido Advisors
377
Lido Advisors
California
$1.12M +$284K +2,623 +34%
HFS
378
Haverford Financial Services
Pennsylvania
$1.1M +$71.1K +656 +7%
UB
379
UMB Bank
Missouri
$1.1M – – –
CAM
380
Cresset Asset Management
Illinois
$1.09M +$271K +2,496 +33%
EI
381
Ellevest Inc
New York
$1.09M +$991K +9,145 +1,016%
CST
382
Charles Schwab Trust
Nevada
$1.08M -$652K -6,026 -38%
AFS
383
Annapolis Financial Services
Maryland
$1.08M – – –
MCIA
384
Mountain Capital Investment Advisors
Colorado
$1.08M -$1.68M -15,505 -61%
AF
385
Advisornet Financial
Minnesota
$1.08M -$150K -1,380 -12%
AFA
386
American Financial Advisors
Georgia
$1.07M -$362K -3,336 -25%
SWM
387
SigFig Wealth Management
California
$1.07M -$258K -2,382 -19%
TCWA
388
Ten Capital Wealth Advisors
Washington
$1.04M +$715K +6,598 +221%
ECA
389
Elevated Capital Advisors
Utah
$1.04M +$609K +5,594 +142%
VC
390
Veracity Capital
Georgia
$1.04M +$419 +9 +0%
SS
391
Simplicity Solutions
Minnesota
$1.03M -$12.7M -116,724 -92%
ASN
392
Advisory Services Network
Georgia
$1.03M -$326K -3,003 -24%
FWM
393
Focused Wealth Management
New York
$1.03M +$1.03M +9,450 New
RW
394
Rede Wealth
Virginia
$999K +$672K +6,197 +206%
I2I
395
Insight 2811 Inc
Illinois
$991K +$95.2K +878 +11%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$973K +$952K +8,779 +4,434%
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$968K -$325K -2,997 -25%
TFA
398
Teamwork Financial Advisors
Texas
$967K +$468K +4,313 +94%
WS
399
Wedbush Securities
California
$943K +$288K +2,658 +44%
FA
400
FC Advisory
Pennsylvania
$941K +$1.74K +16 +0.2%
14 15
16
17 18