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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 %
OWP
501
Obermeyer Wealth Partners
Colorado
$369K -$650 -6 -0.2%
JAG
502
Journey Advisory Group
Kentucky
$364K -$10.8K -100 -3%
NDSI
503
Newman Dignan & Sheerar Inc
Rhode Island
$364K +$867 +8 +0.2%
TWM
504
TMD Wealth Management
Arizona
$360K – – –
APA
505
American Portfolios Advisors
New York
$356K +$68.5K +632 +24%
MC
506
Moors & Cabot
Massachusetts
$355K +$9.19K +85 +3%
LW
507
Linscomb Wealth
Texas
$347K -$8.58K -79 -2%
CCA
508
Catalyst Capital Advisors
New York
$346K +$130K +1,200 +60%
WF
509
Welch & Forbes
Massachusetts
$343K -$9.74K -90 -3%
ATC
510
Argent Trust Co
Tennessee
$343K +$343K +3,164 New
MRC
511
Millburn Ridgefield Corp
New York
$340K -$215K -1,984 -39%
LPIC
512
LeJeune Puetz Investment Counsel
Michigan
$337K – – –
CWM
513
Collaborative Wealth Management
Florida
$332K +$332K +3,262 New
M&T Bank
514
M&T Bank
New York
$330K -$225K -2,072 -40%
CBFP
515
Cedar Brook Financial Partners
Ohio
$328K -$7.15K -66 -2%
IA
516
IFG Advisory
Georgia
$326K +$92.7K +856 +40%
MWM
517
Mattern Wealth Management
Kansas
$325K – – –
DL
518
DOHJ LLC
Washington
$325K +$50.6K +467 +18%
PWMG
519
Prestige Wealth Management Group
New Jersey
$323K – – –
DTC
520
Davidson Trust Company
Washington
$316K – – –
KWA
521
KCS Wealth Advisory
California
$316K +$55.4K +512 +21%
SXL
522
Summit X LLC
Missouri
$314K -$1.4M -12,878 -82%
RWM
523
Rezny Wealth Management
Florida
$313K – – –
HS
524
Horan Securities
United States
$310K -$68.2K -628 -18%
LA
525
LexAurum Advisors
Kansas
$308K -$154K -1,424 -33%
19 20
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