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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 %
EWMCB
551
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$249K -$543 -5 -0.2%
OFG
552
OmniStar Financial Group
North Carolina
$244K -$156K -1,435 -39%
LFA
553
Lighthouse Financial Advisors
Maryland
$244K +$27.4K +253 +13%
IF
554
Intrua Financial
Texas
$239K +$239K +2,196 New
SFG
555
SevenBridge Financial Group
Pennsylvania
$238K -$21.9K -202 -8%
KFS
556
Kelly Financial Services
Massachusetts
$236K +$50.7K +468 +27%
MSFS
557
Main Street Financial Solutions
Pennsylvania
$232K – – –
AWA
558
Artemis Wealth Advisors
New York
$232K +$18.5K +171 +9%
MGIA
559
Moneta Group Investment Advisors
Missouri
$230K -$434 -4 -0.2%
WIC
560
Whitegate Investment Counselors
New Hampshire
$229K – – –
CWP
561
Concord Wealth Partners
Virginia
$226K +$183K +1,688 +426%
PFA
562
Pinnacle Family Advisors
Missouri
$225K -$19K -175 -8%
ODIJL
563
One Day In July LLC
Vermont
$225K +$225K +2,071 New
TC
564
Trilogy Capital
California
$223K -$19.5K -180 -8%
BAM
565
Barrett Asset Management
New York
$222K – – –
SCP
566
Silverleafe Capital Partners
Tennessee
$217K -$5.52M -51,027 -96%
RCM
567
Requisite Capital Management
Texas
$217K +$217K +2,000 New
NFG
568
Nations Financial Group
Iowa
$217K +$217K +2,003 New
APC
569
Aspire Private Capital
North Carolina
$216K +$143K +1,321 +197%
GWM
570
Greenwich Wealth Management
Connecticut
$215K +$4.01K +37 +2%
SHGA
571
Sand Hill Global Advisors
California
$214K -$144K -1,324 -40%
AWM
572
Altium Wealth Management
New York
$214K -$34.1K -315 -14%
VWM
573
Venturi Wealth Management
Texas
$212K -$1.07M -9,881 -83%
PCA
574
Personal Capital Advisors
California
$212K -$433 -4 -0.2%
KPWS
575
Kestra Private Wealth Services
Texas
$209K -$206K -1,906 -50%
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