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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
$1.78B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B
3
Bank of America
Bank of America
North Carolina
$6.45B
4
LPL Financial
LPL Financial
California
$428M
5
Osaic Holdings
Osaic Holdings
Arizona
$118M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
ERSOT
Employees Retirement System of Texas
Texas
$75.2M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$50M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
576
Avantax Planning Partners
Iowa
$206K +$206K +1,869 New
GGI
577
Godsey & Gibb Inc
Virginia
$203K +$203K +1,842 New
MWM
578
McNaughton Wealth Management
California
$200K – – –
RFC
579
Regions Financial Corp
Alabama
$200K +$200K +1,822 New
KFS
580
Kelly Financial Services
Massachusetts
$188K +$170K +1,540 +901%
WT
581
Whittier Trust
California
$179K +$49.6K +450 +38%
Kayne Anderson Rudnick Investment Management
582
Kayne Anderson Rudnick Investment Management
California
$176K +$881 +8 +0.5%
HCP
583
Hexagon Capital Partners
Arkansas
$170K -$4.93K -45 -3%
FA
584
Financial Advantage
Maryland
$161K -$1.1K -10 -0.7%
AII
585
AGF Investments Inc
Ontario, Canada
$158K +$62.7K +569 +66%
PR
586
Payden & Rygel
California
$156K -$5.28M -48,020 -97%
FHA
587
First Horizon Advisors
Tennessee
$151K +$102K +935 +210%
CWM
588
Consultiva Wealth Management
Puerto Rico
$147K +$147K +1,338 New
GLLW
589
Graves Light Lenhart Wealth
Virginia
$146K +$146K +1,328 New
DSC
590
Duncker Streett & Co
Missouri
$141K – – –
EW
591
Evoke Wealth
California
$137K -$597K -5,420 -81%
OC
592
Oakworth Capital
Alabama
$129K – – –
DI
593
Disciplined Investments
Oklahoma
$118K – – –
FFA
594
Founders Financial Alliance
North Carolina
$118K +$22K +202 +23%
LS
595
Leelyn Smith
Illinois
$109K +$32.7K +298 +43%
EI
596
Ellevest Inc
New York
$99K +$99K +900 New
RFA
597
Reilly Financial Advisors
California
$96K – – –
TI
598
tru Independence
Oregon
$90.4K +$90.4K +821 New
ACA
599
Aptus Capital Advisors
Alabama
$89K +$88.6K +812 +20,300%
GCM
600
Gables Capital Management
Florida
$88K – – –
22 23
24
25 26