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
CH
676
Canton Hathaway
Rhode Island
$5K +$4.16K +38 +380%
PFBT
677
Parkside Financial Bank & Trust
Missouri
$5K +$5.48K +50 New
VFA
678
Valeo Financial Advisors
Indiana
$4K -$1.75K -16 -29%
HWA
679
HHM Wealth Advisors
Tennessee
$4K
MIM
680
MTM Investment Management
South Carolina
$4K
PWA
681
Phoenix Wealth Advisors
North Carolina
$4K
SIS
682
Sound Income Strategies
Florida
$3.14K -$13.9K -127 -81%
BL
683
Balentine LLC
Georgia
$3K
First Manhattan
684
First Manhattan
New York
$3K
IF
685
Ironwood Financial
Arizona
$3K
HFS
686
Horizon Financial Services
North Carolina
$3K +$2.63K +24 New
M1FG
687
Mach-1 Financial Group
Arkansas
$2K -$24.4K -223 -92%
EW
688
Element Wealth
Mississippi
$2K
TAM
689
Tucker Asset Management
Colorado
$1.3K +$1.31K +12 New
GWMIA
690
Global Wealth Management Investment Advisory
Florida
$1K
GAM
691
Grandview Asset Management
Pennsylvania
$1K +$548 +5 New
RG
692
Retirement Group
California
$1K +$876 +8 New
SFP
693
Sterling Financial Planning
New Jersey
$1K +$1.42K +13 New
FGAM
694
Financial Gravity Asset Management
Texas
$486
SWM
695
Sugarloaf Wealth Management
Georgia
$195 -$162K -1,480 -78%
BBHC
696
Brown Brothers Harriman & Co
New York
$10 +$9.97K +91 New
ACG
697
Arch Capital Group
Bermuda
-$57M -517,902 Closed
William Blair Investment Management
698
William Blair Investment Management
Illinois
-$56.4M -512,120 Closed
Renaissance Technologies
699
Renaissance Technologies
New York
-$18M -163,805 Closed
AWA
700
ARQ Wealth Advisors
Arizona
-$12.3M -111,822 Closed

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.