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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 %
SC
451
Sierra Capital
Florida
$559K +$559K +5,162 New
TPA
452
Trivium Point Advisory
Connecticut
$557K +$76K +701 +16%
TIAM2
453
Tru Independence Asset Management 2
Oregon
$552K +$14.6K +135 +3%
AIC
454
Argus Investors Counsel
New York
$550K +$550K +5,072 New
CIAS
455
Capital Investment Advisory Services
North Carolina
$536K +$129K +1,186 +32%
OPA
456
Old Port Advisors
Maine
$529K +$529K +4,876 New
SFG
457
Summit Financial Group
West Virginia
$528K +$528K +4,865 New
OWA
458
One Wealth Advisors
California
$518K +$125K +1,150 +32%
CWM
459
Chesapeake Wealth Management
Virginia
$516K -$89.1K -821 -15%
FHC
460
First Heartland Consultants
Missouri
$506K -$123K -1,137 -20%
NFP
461
Narus Financial Partners
Utah
$505K +$505K +4,660 New
IAS
462
IMA Advisory Services
Colorado
$501K +$98.7K +910 +25%
DIA
463
Dana Investment Advisors
Wisconsin
$498K -$599K -5,527 -55%
VWM
464
Vigilare Wealth Management
Arizona
$490K – – –
FFN
465
Focus Financial Network
Minnesota
$490K +$490K +4,519 New
BFS
466
Bickling Financial Services
Massachusetts
$489K -$11.8K -109 -2%
CWM
467
Cedar Wealth Management
California
$485K +$169K +1,558 +54%
WWM
468
Western Wealth Management
Colorado
$478K -$12.4K -114 -3%
T
469
TRUADVICE
Florida
$476K -$1.76M -16,175 -79%
FWP
470
Firethorn Wealth Partners
Georgia
$467K -$1.15M -10,593 -71%
FCCM
471
First City Capital Management
Georgia
$461K +$22.2K +205 +5%
DCM
472
Donaldson Capital Management
Indiana
$453K – – –
PFG
473
Pacific Financial Group
Washington
$451K +$41.8K +386 +10%
FWSM
474
First Wilshire Securities Management
California
$450K +$450K +4,147 New
FHA
475
First Horizon Advisors
Tennessee
$447K +$298K +2,758 +200%
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