MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

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

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.2%
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
227
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.56B
2
Citadel Advisors
Citadel Advisors
Florida
$557M
3
Jane Street
Jane Street
New York
$380M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.9B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$102M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$93.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$933M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$8.35M
4
Wells Fargo
Wells Fargo
California
$687M
5
ERSOT
Employees Retirement System of Texas
Texas
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$27.5M +$2.01M +18,560 +8%
WJA
77
Willis Johnson & Associates
Texas
$26.8M +$2.27M +20,956 +9%
SEI Investments
78
SEI Investments
Pennsylvania
$26.5M -$14.2M -130,821 -35%
BWL
79
Bogart Wealth LLC
Virginia
$25.7M +$24.1M +222,112 +1,446%
JSA
80
Jacobson & Schmitt Advisors
Wisconsin
$25.7M +$7.09M +65,352 +38%
CIM
81
Confluence Investment Management
Missouri
$25.6M +$4.15M +38,302 +19%
PCP
82
Proficio Capital Partners
Massachusetts
$24.9M +$2.6M +24,021 +12%
SOMRS
83
State of Michigan Retirement System
Michigan
$24.5M -$24.8M -229,200 -50%
IWS
84
Insight Wealth Strategies
California
$24.1M -$510K -4,705 -2%
MNG
85
Manning & Napier Group
New York
$23.3M -$22.4M – –
JCM
86
Janney Capital Management
Pennsylvania
$23M +$12.9M +119,056 +128%
IA
87
IndexIQ Advisors
New York
$23M +$19.3M +177,657 +520%
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$22.3M +$742K +6,845 +3%
GWM
89
Geneos Wealth Management
Colorado
$22.1M -$1.51M -13,837 -6%
SAM
90
SP Asset Management
California
$22M -$1.62M -14,930 -7%
Franklin Resources
91
Franklin Resources
California
$21.7M +$1.16M +10,744 +6%
MMA
92
Miracle Mile Advisors
California
$21.6M +$1.74M +16,090 +9%
GC
93
Guggenheim Capital
Illinois
$21.5M -$1.44M -13,311 -6%
PAS
94
Park Avenue Securities
New York
$20.6M -$54.5M -502,498 -73%
HH
95
Hilltop Holdings
Texas
$20.5M +$417K +3,842 +2%
CWM
96
Cabot Wealth Management
Massachusetts
$20.3M -$955K -8,811 -5%
CL
97
CIM LLC
New York
$20.2M +$681K +6,275 +3%
NC
98
NewSquare Capital
Pennsylvania
$20.2M +$1.35M +12,415 +7%
LG
99
Leuthold Group
Minnesota
$20M +$122K +1,126 +0.6%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$19.5M +$19.5M +180,000 New
2 3
4
5 6