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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 %
MAM
426
Meeder Asset Management
Ohio
$689K -$167K -1,520 -20%
Principal Financial Group
427
Principal Financial Group
Iowa
$684K +$403K +3,660 +143%
DC
428
Davenport & Co
Virginia
$672K +$407K +3,699 +154%
WS
429
Wedbush Securities
California
$665K +$2.2K +20 +0.3%
AGA
430
Arkos Global Advisors
Texas
$647K -$53.4K -485 -8%
VCA
431
Verdence Capital Advisors
Maryland
$646K +$62.8K +570 +11%
SW
432
SVB Wealth
Massachusetts
$644K -$71.3K -648 -10%
FHC
433
First Heartland Consultants
Missouri
$639K +$240K +2,180 +60%
CWM
434
Cahaba Wealth Management
Georgia
$630K -$236K -2,142 -27%
CCM
435
Covington Capital Management
California
$614K -$44.1K -400 -7%
CWM
436
Chesapeake Wealth Management
Virginia
$614K +$3.3K +30 +0.5%
SI
437
Stephens Inc
Arkansas
$613K +$183K +1,659 +43%
PWM
438
Perigon Wealth Management
California
$613K +$387K +3,519 +172%
NW
439
NewEdge Wealth
Pennsylvania
$601K +$601K +5,454 New
BA
440
Bellwether Advisors
Nebraska
$601K +$601K +5,462 New
ACM
441
Advisors Capital Management
New Jersey
$599K -$18.5K -168 -3%
SFS
442
Sowell Financial Services
Arkansas
$597K -$81.1K -737 -12%
BAM
443
BTS Asset Management
Massachusetts
$590K – – –
RTS
444
Round Table Services
New Jersey
$581K +$105K +956 +22%
WWM
445
WT Wealth Management
Arizona
$565K -$25K -227 -4%
MRC
446
Millburn Ridgefield Corp
New York
$564K +$204K +1,850 +57%
SAM
447
Summit Asset Management
Tennessee
$564K +$564K +5,125 New
M&T Bank
448
M&T Bank
New York
$563K +$56.4K +513 +11%
CBB
449
Citizens Business Bank
California
$562K +$562K +5,100 New
HB
450
Homrich & Berg
Georgia
$549K -$142K -1,286 -21%
16 17
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