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iShares MBS ETF
MBB

Overview Fund Activity

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$628M
2
Bank of America
Bank of America
North Carolina
+$198M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M
5
Goldman Sachs
Goldman Sachs
New York
+$79.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$560M
2
Citadel Advisors
Citadel Advisors
Florida
-$460M
3
ERSOT
Employees Retirement System of Texas
Texas
-$74M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$61.8M
5
MAM
Madison Asset Management
Wisconsin
-$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCMNJ
376
Quantum Capital Management (New Jersey)
New Jersey
$1.18M +$866 +8 +0.1%
PWM
377
Perigon Wealth Management
California
$1.17M +$41.1K +380 +4%
DLHL
378
Donald L. Hagan LLC
Florida
$1.17M -$52.8K -488 -4%
FNBOSM
379
First National Bank of South Miami
Florida
$1.12M -$173K -1,600 -13%
I2I
380
Insight 2811 Inc
Illinois
$1.11M +$118K +1,089 +12%
CAM
381
Cresset Asset Management
Illinois
$1.1M +$16.2K +150 +1%
P
382
Palladiem
Pennsylvania
$1.1M -$104K -960 -9%
HFS
383
Haverford Financial Services
Pennsylvania
$1.1M -$758 -7 -0.1%
AFS
384
Annapolis Financial Services
Maryland
$1.08M – – –
RIA
385
Regal Investment Advisors
Michigan
$1.05M +$1.05M +9,734 New
MCIA
386
Mountain Capital Investment Advisors
Colorado
$1.04M -$35.9K -331 -3%
FAIM
387
Financial Advocates Investment Management
Washington
$1.04M +$206K +1,905 +25%
GVAG
388
Great Valley Advisor Group
Delaware
$1.03M +$762K +7,037 +286%
FWM
389
Focused Wealth Management
New York
$1.03M +$4.54K +42 +0.4%
CAG
390
Csenge Advisory Group
Florida
$1.01M -$344K -3,183 -25%
OPA
391
Old Port Advisors
Maine
$1M +$473K +4,360 +89%
RTS
392
Round Table Services
New Jersey
$1M +$294K +2,714 +42%
RW
393
Rede Wealth
Virginia
$995K -$1.41K -13 -0.1%
William Blair & Company
394
William Blair & Company
Illinois
$987K -$431K -3,986 -30%
CST
395
Charles Schwab Trust
Nevada
$976K -$106K -979 -10%
CIAS
396
Capital Investment Advisory Services
North Carolina
$972K +$437K +4,037 +82%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$960K -$172K -1,593 -15%
CWM
398
Cedar Wealth Management
California
$956K +$472K +4,365 +98%
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$952K -$19.4K -179 -2%
FA
400
FC Advisory
Pennsylvania
$942K +$2.17K +20 +0.2%
14 15
16
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