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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 %
PIA
551
Perennial Investment Advisors
California
$245K +$245K +2,229 New
IA
552
IFG Advisory
Georgia
$237K +$237K +2,153 New
MSFS
553
Main Street Financial Solutions
Pennsylvania
$236K +$236K +2,139 New
GIA
554
Goodwin Investment Advisory
Georgia
$235K +$235K +2,137 New
MGIA
555
Moneta Group Investment Advisors
Missouri
$234K +$234K +2,125 New
WIC
556
Whitegate Investment Counselors
New Hampshire
$233K – – –
BFA
557
Beacon Financial Advisory
Ohio
$233K +$233K +2,125 New
AWM
558
Alterna Wealth Management
Texas
$228K +$228K +2,068 New
CIBC World Market
559
CIBC World Market
Ontario, Canada
$228K +$228K +2,069 New
BAM
560
Barrett Asset Management
New York
$226K +$88.2K +800 +64%
D
561
Diversified
Delaware
$225K +$225K +2,048 New
LFA
562
Lighthouse Financial Advisors
Maryland
$220K +$4.29K +39 +2%
AA
563
Ancora Advisors
Ohio
$220K +$216K +1,969 +5,469%
CFAM
564
Center For Asset Management
Florida
$220K +$220K +1,998 New
Jones Financial Companies
565
Jones Financial Companies
Missouri
$220K +$220K +2,000 New
CCA
566
Catalyst Capital Advisors
New York
$219K -$135K -1,230 -38%
BWM
567
Birchcreek Wealth Management
Ohio
$219K +$219K +1,992 New
AWA
568
Artemis Wealth Advisors
New York
$217K +$17.8K +162 +9%
EIP
569
Ellis Investment Partners
Pennsylvania
$216K +$102K +928 +90%
CFG
570
Citizens Financial Group
Rhode Island
$216K +$216K +1,958 New
PCA
571
Personal Capital Advisors
California
$216K +$216K +1,961 New
GWM
572
Greenwich Wealth Management
Connecticut
$215K +$13.3K +121 +7%
GVAG
573
Great Valley Advisor Group
Delaware
$214K -$48.5K -441 -18%
JCM
574
Jag Capital Management
Missouri
$212K – – –
SWM
575
Sugarloaf Wealth Management
Georgia
$208K +$1.1K +10 +0.5%
21 22
23
24 25