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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 %
GSWM
501
Golden State Wealth Management
California
$363K +$363K +3,299 New
LW
502
Linscomb Wealth
Texas
$361K – – –
WF
503
Welch & Forbes
Massachusetts
$359K +$141K +1,280 +65%
W
504
WealthOne
New York
$355K -$85.5K -776 -19%
MC
505
Moors & Cabot
Massachusetts
$353K -$4.86K -44 -1%
BW
506
Bison Wealth
Georgia
$350K +$128K +1,167 +58%
LPIC
507
LeJeune Puetz Investment Counsel
Michigan
$342K – – –
CBFP
508
Cedar Brook Financial Partners
Ohio
$341K +$51.4K +466 +18%
RW
509
Rede Wealth
Virginia
$332K +$332K +3,012 New
RCM
510
Robinson Capital Management
Michigan
$330K – – –
MWM
511
Mattern Wealth Management
Kansas
$330K – – –
PWMG
512
Prestige Wealth Management Group
New Jersey
$329K -$24.9K -226 -7%
TCWA
513
Ten Capital Wealth Advisors
Washington
$328K +$328K +2,981 New
NAM
514
NTV Asset Management
West Virginia
$325K +$33.3K +303 +11%
CWM
515
Cedar Wealth Management
California
$321K -$331 -3 -0.1%
DTC
516
Davidson Trust Company
Washington
$321K – – –
RWM
517
Rezny Wealth Management
Florida
$318K – – –
CHAM
518
Clear Harbor Asset Management
Connecticut
$315K – – –
BWCS
519
Beirne Wealth Consulting Services
Connecticut
$313K -$23.8K -216 -7%
EL
520
EQ LLC
Washington
$309K +$309K +2,810 New
WP
521
WealthPLAN Partners
Nebraska
$296K +$296K +2,686 New
DWP
522
Destiny Wealth Partners
Florida
$294K +$294K +2,670 New
JFS
523
JD Financial Services
Pennsylvania
$293K +$293K +2,660 New
APA
524
American Portfolios Advisors
New York
$292K +$147K +1,339 +102%
TA
525
TruWealth Advisors
Louisiana
$290K +$290K +2,633 New
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