iShares MBS ETF
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, 137 reducing their positions, and 51 closing their positions.
245% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 51
124% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 137
20% more funds holding
Funds holding: 572 → 688 (+116)
19% more funds holding in top 10
Funds holding in top 10: 63 → 75 (+12)
18% more capital invested
Capital invested by funds: $19.1B → $22.4B (+$3.35B)
3.24% more ownership
Funds ownership: 84.9% → 88.13% (+3.2%)
95% less call options, than puts
Call options by funds: $2.94M | Put options by funds: $54.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$780M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$778M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 4 |
LPL Financial
San Diego,
California
|
+$153M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$85.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$231M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$89.5M |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$41.2M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$29.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$26.6M |
MBB Hedge Fund Activity: Q4 2020 in Review
688 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2020, worth a combined $22.4B — up 18% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new MBB positions and 51 closed out — a net gain of 125 holders — while 307 added to existing stakes and 137 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $780M. The largest seller was Jane Street, cutting an estimated $231M.
- 688 institutional investors held iShares MBS ETF (MBB) as of Q4 2020, up from 572 in Q3 2020.
- Funds reported $22.4B of iShares MBS ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 176 funds opened new iShares MBS ETF positions in Q4 2020 and 51 closed out, a net change of +125 holders.
- The largest iShares MBS ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $780M added.
- The largest iShares MBS ETF seller in Q4 2020 was Jane Street, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2020.