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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
1
JPMorgan Chase & Co
New York
$1.78B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.33B
3
Bank of America
3
Bank of America
North Carolina
$6.45B
4
LPL Financial
4
LPL Financial
California
$428M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$118M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$220M
3
ERSOT
3
Employees Retirement System of Texas
Texas
$75.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$50M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
76
55I LLC
Massachusetts
$29.6M +$27.2M +246,801 +1,122%
B
77
Bailard
California
$29.3M -$4.01M -36,424 -12%
MFWM
78
Motley Fool Wealth Management
Virginia
$28M +$28M +254,175 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$27.6M +$3.2M +29,067 +13%
PCP
80
Proficio Capital Partners
Massachusetts
$26.8M -$11.3M -87,124 -30%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$26.2M +$10.1M +91,526 +63%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$25.9M +$1.54M +14,014 +6%
Asset Management One
83
Asset Management One
Japan
$25.8M +$6.8M +61,793 +36%
BWM
84
BerganKDV Wealth Management
Minnesota
$25.4M +$1.76M +15,986 +7%
IWS
85
Insight Wealth Strategies
California
$25M +$1.45M +13,149 +6%
WJA
86
Willis Johnson & Associates
Texas
$25M +$25M +226,593 New
SAM
87
SP Asset Management
California
$24M +$3.37M +30,618 +16%
GC
88
Guggenheim Capital
Illinois
$23.3M -$1.18M -10,693 -5%
GWM
89
Geneos Wealth Management
Colorado
$23.2M +$532K +4,962 +2%
MNG
90
Manning & Napier Group
New York
$22.4M -$2.63M – –
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$21.9M +$1.54M +14,011 +8%
CIM
92
Confluence Investment Management
Missouri
$21.8M +$2.16M +19,627 +11%
QFA
93
Quattro Financial Advisors
Texas
$21.8M +$340K +3,085 +2%
LWA
94
LWS Wealth Advisors
New Jersey
$21.7M -$1.01M -9,187 -4%
CWM
95
Cabot Wealth Management
Massachusetts
$21.6M -$988K -8,969 -4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$21.2M +$18.5M +168,182 +697%
Franklin Resources
97
Franklin Resources
California
$20.9M -$4.55M -41,344 -18%
HH
98
Hilltop Holdings
Texas
$20.4M -$3.66M -33,279 -15%
MMA
99
Miracle Mile Advisors
California
$20.2M +$1.86M +16,906 +10%
LG
100
Leuthold Group
Minnesota
$20.2M -$559K -5,072 -3%
2 3
4
5 6