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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 %
ACM
526
Advisors Capital Management
New Jersey
$305K -$284K -2,627 -48%
AWA
527
Arete Wealth Advisors
Illinois
$296K +$296K +2,731 New
WWM
528
Wiser Wealth Management
Georgia
$294K -$70.7K -653 -19%
VWA
529
Visionary Wealth Advisors
Illinois
$294K +$294K +2,710 New
DCM
530
Dimension Capital Management
Florida
$294K +$294K +2,714 New
WDC
531
Woodward Diversified Capital
California
$293K +$293K +2,699 New
DWP
532
Destiny Wealth Partners
Florida
$289K – – –
LWA
533
Lenox Wealth Advisors
New York
$288K +$40.9K +377 +17%
WWM
534
WJ Wealth Management
Arizona
$284K +$36.9K +340 +15%
KFGK
535
Keystone Financial Group (Kentucky)
Kentucky
$283K – – –
CAM
536
Cidel Asset Management
Ontario, Canada
$282K -$286K – –
WWM
537
WT Wealth Management
Arizona
$281K -$275K -2,537 -49%
TA
538
TruWealth Advisors
Louisiana
$281K -$4.34K -40 -2%
BFA
539
Beacon Financial Advisory
Ohio
$279K +$48.2K +444 +21%
RCM
540
Robinson Capital Management
Michigan
$271K -$54.2K -500 -17%
LSPW
541
Lake Street Private Wealth
Illinois
$271K +$1.52K +14 +0.6%
WHG
542
Westwood Holdings Group
Texas
$271K +$271K +2,501 New
EBT
543
Enterprise Bank & Trust
Massachusetts
$269K – – –
FFA
544
Founders Financial Alliance
North Carolina
$268K +$150K +1,377 +127%
GVAG
545
Great Valley Advisor Group
Delaware
$266K +$55.2K +510 +26%
GG
546
Gofen & Glossberg
Illinois
$262K – – –
HB
547
Homrich & Berg
Georgia
$261K -$280K -2,578 -52%
FG
548
Fiduciary Group
Georgia
$261K -$16.3K -150 -6%
FWIA
549
Fort Washington Investment Advisors
Ohio
$260K – – –
MSWMA
550
Market Street Wealth Management Advisors
Indiana
$257K +$257K +2,372 New
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