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iShares MBS ETF
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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 %
OWA
476
Outlook Wealth Advisors
Texas
$417K -$3.74K -34 -0.9%
PFG
477
Pacific Financial Group
Washington
$416K +$189K +1,716 +83%
CIAS
478
Capital Investment Advisory Services
North Carolina
$414K +$202K +1,834 +95%
IAS
479
IMA Advisory Services
Colorado
$409K +$100K +910 +33%
HIM
480
Hanlon Investment Management
New Jersey
$407K +$407K +3,693 New
OFG
481
OmniStar Financial Group
North Carolina
$406K +$406K +3,683 New
HAS
482
HBW Advisory Services
California
$403K +$127K +1,155 +46%
OWA
483
One Wealth Advisors
California
$400K +$400K +3,628 New
EWM
484
Evercore Wealth Management
New York
$399K +$8.15K +74 +2%
LA
485
Latitude Advisors
Florida
$397K +$397K +3,606 New
HS
486
Horan Securities
United States
$384K +$220 +2 +0.1%
BF
487
BOK Financial
Oklahoma
$382K +$29.7K +270 +8%
PFA
488
Pettinga Financial Advisors
Indiana
$381K -$39.9K -362 -9%
TFGT
489
TS Financial Group (TSFG)
Illinois
$381K -$12.1K -110 -3%
JAG
490
Journey Advisory Group
Kentucky
$381K +$381K +3,461 New
VA
491
Valmark Advisers
Ohio
$378K -$89.1K -809 -19%
OWP
492
Obermeyer Wealth Partners
Colorado
$376K +$661 +6 +0.2%
PFA
493
Pure Financial Advisors
California
$373K -$22.2K -201 -6%
WWM
494
Wiser Wealth Management
Georgia
$371K +$371K +3,368 New
BF
495
Blankinship & Foster
California
$370K – – –
AL
496
ADE LLC
Maryland
$368K +$368K +3,339 New
KA
497
Kovack Advisors
Florida
$366K +$65.6K +595 +22%
MCM
498
Maryland Capital Management
Maryland
$365K +$365K +3,311 New
TWM
499
TMD Wealth Management
Arizona
$365K +$365K +3,318 New
SHGA
500
Sand Hill Global Advisors
California
$363K – – –
18 19
20
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