MBB icon

iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
601
Wolff Wiese Magana
California
$84K +$84K +764 New
MWP
602
Meridian Wealth Partners
Pennsylvania
$78K
CFA
603
Carroll Financial Associates
North Carolina
$75K
APC
604
Aspire Private Capital
North Carolina
$74K +$56.4K +512 +320%
BWM
605
Baystate Wealth Management
Massachusetts
$73K +$73K +667 New
CAL
606
Capital Advisors Ltd
Ohio
$72K
HIA
607
Harbor Investment Advisory
Maryland
$69K +$69K +627 New
HWA
608
HCR Wealth Advisors
California
$62K
AWM
609
AllSquare Wealth Management
New York
$60K
HDIM
610
Hanson & Doremus Investment Management
Vermont
$58K +$58K +530 New
PB
611
Pinnacle Bancorp
Nebraska
$55K +$1.21K +11 +2%
Bessemer Group
612
Bessemer Group
New Jersey
$52K -$101K -912 -66%
CHA
613
Carmichael Hill & Associates
Maryland
$51K +$30.1K +273 +144%
HI
614
Hudock Inc
Pennsylvania
$49K +$220 +2 +0.5%
BCA
615
Berman Capital Advisors
Georgia
$49K +$49K +454 New
AIM
616
Anchor Investment Management
South Carolina
$48.5K
CFFP
617
Center for Financial Planning
Michigan
$48K -$4.94K -45 -9%
IFAM
618
Institutional & Family Asset Management
Colorado
$47K
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
JHCP
620
Jackson Hole Capital Partners
Oklahoma
$45K
KCM
621
Kathmere Capital Management
Pennsylvania
$44K -$37K -333 -46%
CWP
622
Concord Wealth Partners
Virginia
$44K +$44K +396 New
TF
623
Tompkins Financial
New York
$43K
SL
624
Savior LLC
Massachusetts
$43K +$43K +387 New
TWA
625
TCI Wealth Advisors
Arizona
$42K