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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 %
LFAS
526
Level Four Advisory Services
Texas
$287K -$5.95K -54 -2%
KFGK
527
Keystone Financial Group (Kentucky)
Kentucky
$287K – – –
CAM
528
Cidel Asset Management
Ontario, Canada
$286K -$287K -2,600 Closed
FG
529
Fiduciary Group
Georgia
$281K -$23.7K -215 -8%
DL
530
DOHJ LLC
Washington
$279K +$5.95K +54 +2%
EBT
531
Enterprise Bank & Trust
Massachusetts
$274K – – –
LSPW
532
Lake Street Private Wealth
Illinois
$274K +$274K +2,488 New
WA
533
Wealth Alliance
New York
$268K +$268K +2,430 New
GG
534
Gofen & Glossberg
Illinois
$266K +$266K +2,416 New
KWA
535
KCS Wealth Advisory
California
$265K -$2.34M -21,258 -90%
SFG
536
SevenBridge Financial Group
Pennsylvania
$264K -$2.42K -22 -0.9%
FWIA
537
Fort Washington Investment Advisors
Ohio
$264K – – –
GIA
538
Gladstone Institutional Advisory
Florida
$262K +$7.28K +66 +3%
RIA
539
Realta Investment Advisors
Delaware
$261K +$4.3K +39 +2%
PFS
540
Prospera Financial Services
Texas
$260K -$17.6K -160 -6%
CG
541
Colony Group
Massachusetts
$259K -$115K -1,044 -31%
AIA
542
Angeles Investment Advisors
California
$253K -$4.64M -42,200 -95%
EWMCB
543
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$253K – – –
AWM
544
Altium Wealth Management
New York
$252K +$43.4K +395 +21%
LWA
545
Lenox Wealth Advisors
New York
$251K +$1.32K +12 +0.5%
WWM
546
WJ Wealth Management
Arizona
$251K +$251K +2,275 New
PFA
547
Pinnacle Family Advisors
Missouri
$248K +$248K +2,248 New
TC
548
Trilogy Capital
California
$246K +$246K +2,238 New
PCIA
549
Prime Capital Investment Advisors
Kansas
$245K +$7.72K +70 +3%
FAIM
550
Financial Advocates Investment Management
Washington
$245K +$245K +2,192 New
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