We are live on ! Find out more
MBB icon

iShares MBS ETF

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, 228 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 228

23% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 66

3% more capital invested

Capital invested by funds: $22.4B → $23.1B (+$650M)

1% more funds holding

Funds holding: 688693 (+5)

1.11% less ownership

Funds ownership: 88.13%87.02% (-1.1%)

5% less funds holding in top 10

Funds holding in top 10: 7571 (-4)

82% less call options, than puts

Call options by funds: $1.32M | Put options by funds: $7.45M

Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.17%
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
228
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$119K +$45.6K +416 +61%
DI
602
Disciplined Investments
Oklahoma
$116K
SCA
603
Stonebridge Capital Advisors
Minnesota
$116K +$117K +1,070 New
LS
604
Leelyn Smith
Illinois
$106K -$1.53K -14 -1%
HBT
605
Hills Bank & Trust
Iowa
$102K +$103K +940 New
GIA
606
Goodwin Investment Advisory
Georgia
$94K -$138K -1,264 -59%
GCM
607
Gables Capital Management
Florida
$87K
WWM
608
Wolff Wiese Magana
California
$83K
ACA
609
Aptus Capital Advisors
Alabama
$82K -$7.01K -64 -8%
TC
610
Trust Company
Kansas
$80K +$80.9K +739 New
RWB
611
RMR Wealth Builders
New Jersey
$79K +$79.5K +726 New
MWP
612
Meridian Wealth Partners
Pennsylvania
$77K
HIA
613
Harbor Investment Advisory
Maryland
$68K
TCWM
614
Total Clarity Wealth Management
Illinois
$68K +$68.2K +623 New
TRCT
615
Tower Research Capital (TRC)
New York
$64K +$64.2K +586 New
BWM
616
Baystate Wealth Management
Massachusetts
$61K -$11.6K -106 -16%
NFSG
617
Newbridge Financial Services Group
Florida
$61K +$57.4K +524 +1,541%
AWM
618
AllSquare Wealth Management
New York
$59K
HDIM
619
Hanson & Doremus Investment Management
Vermont
$57K
HPC
620
HM Payson & Co
Maine
$54K -$60.5M -552,173 -100%
PB
621
Pinnacle Bancorp
Nebraska
$54K
IRC
622
Investors Research Corp
Georgia
$52K +$12.2K +111 +30%
Bessemer Group
623
Bessemer Group
New Jersey
$51K
CHA
624
Carmichael Hill & Associates
Maryland
$50K -$219 -2 -0.4%
BCA
625
Berman Capital Advisors
Georgia
$49K +$110 +1 +0.2%

MBB Hedge Fund Activity: Q1 2021 in Review

693 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2021, worth a combined $23.1B — up 2.9% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new MBB positions and 66 closed out — a net gain of 15 holders — while 303 added to existing stakes and 228 trimmed.

The largest buyer was Bank of America, adding an estimated $1.22B. The largest seller was Fisher Asset Management, cutting an estimated $853M.

  • 693 institutional investors held iShares MBS ETF (MBB) as of Q1 2021, up from 688 in Q4 2020.
  • Funds reported $23.1B of iShares MBS ETF stock for Q1 2021, up 2.9% quarter-over-quarter.
  • 81 funds opened new iShares MBS ETF positions in Q1 2021 and 66 closed out, a net change of +15 holders.
  • The largest iShares MBS ETF buyer in Q1 2021 was Bank of America, an estimated $1.22B added.
  • The largest iShares MBS ETF seller in Q1 2021 was Fisher Asset Management, an estimated $853M sold.

Based on aggregated 13F filings for Q1 2021.