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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 %
RFWA
651
RPg Family Wealth Advisory
Massachusetts
$15.7K -$5.18K -47 -25%
DZ Bank
652
DZ Bank
Germany
$15K – – –
FRA
653
Front Row Advisors
California
$15K – – –
FPW
654
Flagship Private Wealth
Massachusetts
$14.7K +$14.7K +133 New
CTFG
655
Capstone Triton Financial Group
Oklahoma
$14K +$14K +126 New
HR
656
Howe & Rusling
New York
$14K +$14K +130 New
MCM
657
McMillion Capital Management
North Carolina
$11K +$11K +102 New
SSB
658
Sandy Spring Bank
Maryland
$10K -$51.9K -457 -84%
AWA
659
Arkadios Wealth Advisors
Georgia
$10K -$15.9K -151 -61%
CA
660
Clearstead Advisors
Ohio
$9K – – –
MCC
661
Money Concepts Capital
Florida
$9K +$9K +84 New
FF
662
FourThought Financial
Florida
$9K +$9K +85 New
LGWM
663
Litman Gregory Wealth Management
California
$8K – – –
KFI
664
Key Financial Inc
Pennsylvania
$8K +$8K +71 New
SWA
665
SOA Wealth Advisors
New York
$8K +$8K +78 New
CFO
666
CVA Family Office
Colorado
$7K – – –
VFA
667
Valeo Financial Advisors
Indiana
$6K – – –
COCM
668
Charter Oak Capital Management
New Hampshire
$6K +$6K +50 New
IA
669
Inspire Advisors
Idaho
$6K +$6K +51 New
AIA
670
Arcadia Investment Advisors
Idaho
$5.84K +$5.84K +53 New
SIM
671
Sonora Investment Management
Arizona
$5K -$15.3K -150 -75%
RIM
672
Rockbridge Investment Management
New York
$5K – – –
KC
673
Kinloch Capital
Virginia
$5K +$5K +41 New
HCA
674
Harbour Capital Advisors
Virginia
$5K +$155 +1,373 +3%
NFSG
675
Newbridge Financial Services Group
Florida
$4K -$6.12K -52 -60%
25 26
27
28 29