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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 %
BTWM
451
Baker Tilly Wealth Management
Wisconsin
$548K +$548K +4,980 New
TIAM2
452
Tru Independence Asset Management 2
Oregon
$546K +$546K +4,956 New
IP
453
Intellectus Partners
California
$545K +$52.2K +474 +11%
DT
454
Daniels + Tansey
Delaware
$538K -$11.3M -102,472 -95%
SG
455
StoneX Group
New York
$536K +$202K +1,830 +60%
SP
456
Successful Portfolios
Florida
$522K +$51.3K +466 +11%
BFS
457
Bickling Financial Services
Massachusetts
$508K +$508K +4,616 New
TFA
458
Teamwork Financial Advisors
Texas
$507K +$507K +4,605 New
WWM
459
Western Wealth Management
Colorado
$498K -$156K -1,421 -24%
VWM
460
Vigilare Wealth Management
Arizona
$498K – – –
VHAM
461
Van Hulzen Asset Management
California
$493K +$493K +4,481 New
BEI
462
Benjamin Edwards Inc
Missouri
$492K +$454K +4,123 +1,202%
TPA
463
Trivium Point Advisory
Connecticut
$489K +$489K +4,437 New
FEM
464
Fulcrum Equity Management
Texas
$481K -$110K -1,001 -19%
LA
465
LexAurum Advisors
Kansas
$470K +$470K +4,263 New
DCM
466
Donaldson Capital Management
Indiana
$460K – – –
MCWS
467
McKinley Carter Wealth Services
West Virginia
$457K +$457K +4,148 New
FCCM
468
First City Capital Management
Georgia
$447K +$447K +4,060 New
TC
469
Truvestments Capital
Florida
$434K – – –
ECA
470
Elevated Capital Advisors
Utah
$434K +$1.87K +17 +0.4%
CA
471
Capital Advantage
California
$432K -$51.8K -470 -11%
B
472
Barings
North Carolina
$430K – – –
KPWS
473
Kestra Private Wealth Services
Texas
$422K -$1.14M -10,347 -73%
IFG
474
Investors Financial Group
Minnesota
$422K +$21.1K +192 +5%
ATPW
475
Ashton Thomas Private Wealth
Arizona
$420K -$491K -4,463 -54%
17 18
19
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