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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 %
SFP
401
Shepherd Financial Partners
Massachusetts
$954K -$483K -4,396 -34%
FA
402
FC Advisory
Pennsylvania
$954K +$2.75K +25 +0.3%
PJSIMP
403
P.J. Schmidt Investment Management (PJS)
Wisconsin
$931K +$7.83K +71 +0.8%
RPWA
404
Regent Peak Wealth Advisors
Georgia
$931K +$123K +1,119 +15%
I2I
405
Insight 2811 Inc
Illinois
$910K +$910K +8,266 New
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$894K +$888K +7,076 +15,724%
GFPC
407
Global Financial Private Client
Florida
$888K +$84.5K +767 +11%
CC
408
Cypress Capital
Tennessee
$879K -$84.8K -770 -9%
SL
409
SWMG LLC
Texas
$879K +$879K +7,986 New
DADC
410
D.A. Davidson & Co
Montana
$858K -$99.1K -900 -10%
Lido Advisors
411
Lido Advisors
California
$851K -$53.6K -487 -6%
FAG
412
Financial Advisory Group
Texas
$842K – – –
MYIA
413
Mount Yale Investment Advisors
Colorado
$836K +$836K +7,593 New
CAM
414
Cresset Asset Management
Illinois
$832K +$80.6K +732 +11%
ACM
415
Anfield Capital Management
California
$796K +$796K +7,226 New
FIM
416
Freedom Investment Management
Connecticut
$792K +$148K +1,345 +23%
SGCA
417
Steel Grove Capital Advisors
Tennessee
$775K +$775K +7,037 New
CAS
418
Coppell Advisory Solutions
Texas
$767K +$767K +6,960 New
WA
419
Winfield Associates
Ohio
$748K +$358K +3,250 +92%
RSWM
420
Robertson Stephens Wealth Management
California
$736K +$736K +6,689 New
AWS
421
AJ Wealth Strategies
New York
$733K -$56.9K -517 -7%
CFD
422
Creative Financial Designs
Indiana
$730K +$572K +5,193 +361%
HL
423
HeadInvest LLC
Maine
$724K +$724K +6,570 New
AF
424
Allworth Financial
California
$719K -$34.4K -312 -5%
ERIM
425
Eagle Ridge Investment Management
Connecticut
$698K – – –
15 16
17
18 19