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 %
SSWM
426
Smith Salley Wealth Management
North Carolina
$722K +$722K +6,663 New
FIA
427
Foundations Investment Advisors
Arizona
$719K -$925K -8,533 -56%
HL
428
HeadInvest LLC
Maine
$712K – – –
RTS
429
Round Table Services
New Jersey
$707K +$136K +1,251 +24%
VCA
430
Verdence Capital Advisors
Maryland
$690K +$54.7K +505 +9%
ERIM
431
Eagle Ridge Investment Management
Connecticut
$681K -$5.96K -55 -0.9%
SW
432
SVB Wealth
Massachusetts
$675K +$41.3K +381 +7%
DWT
433
Dorsey & Whitney Trust
South Dakota
$661K +$661K +6,100 New
DC
434
Davenport & Co
Virginia
$647K -$14.7K -136 -2%
FAG
435
Financial Advisory Group
Texas
$645K -$184K -1,700 -22%
MYIA
436
Mount Yale Investment Advisors
Colorado
$638K -$186K -1,712 -23%
BF
437
BOK Financial
Oklahoma
$627K +$251K +2,314 +67%
CC
438
Courier Capital
New York
$626K +$626K +5,774 New
CWM
439
Cahaba Wealth Management
Georgia
$622K +$2.17K +20 +0.3%
I
440
INVST
Indiana
$621K -$2.56M -23,488 -80%
CCM
441
Covington Capital Management
California
$604K – – –
AL
442
ADE LLC
Maryland
$597K +$235K +2,171 +65%
BA
443
Bellwether Advisors
Nebraska
$592K – – –
HBWM
444
Hollow Brook Wealth Management
New York
$585K +$585K +5,399 New
BW
445
Bison Wealth
Georgia
$580K +$235K +2,165 +68%
AGA
446
Arkos Global Advisors
Texas
$575K -$61.7K -569 -10%
WI
447
WBI Investments
New Jersey
$571K +$571K +5,263 New
SP
448
Successful Portfolios
Florida
$570K +$55.8K +514 +11%
OAP
449
One Advisory Partners
Kansas
$569K -$3.78M -34,803 -87%
SAM
450
Summit Asset Management
Tennessee
$559K +$2.93K +27 +0.5%
16 17
18
19 20