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iShares MBS ETF
MBB

Overview Fund Activity

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M

Top Buyers

1
Jane Street
Jane Street
New York
$1.01B
2
Bank of America
Bank of America
North Carolina
$7.74B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.02B
5
Goldman Sachs
Goldman Sachs
New York
$80M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$881M
2
Citadel Advisors
Citadel Advisors
Florida
$95.6M
3
ERSOT
Employees Retirement System of Texas
Texas
$73.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$40M
5
MAM
Madison Asset Management
Wisconsin
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSA
151
Tri-Star Advisors
Texas
$9.62M +$678K +6,264 +8%
BL
152
BFSG LLC
California
$9.57M +$735K +6,787 +8%
WP
153
WealthSource Partners
California
$9.32M +$577K +5,330 +7%
WFI
154
West Family Investments
California
$9.3M – – –
CI
155
CX Institutional
Indiana
$9.21M +$471K +4,349 +5%
CFGS
156
Concourse Financial Group Securities
Alabama
$9.03M +$659K +6,092 +8%
SFG
157
Snider Financial Group
Washington
$8.97M +$8.97M +82,678 New
AI
158
Atria Investments
North Carolina
$8.75M +$1.35M +12,491 +18%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$8.74M -$597K -5,514 -6%
KL
160
KWMG LLC
Kansas
$8.72M +$165K +1,522 +2%
HIM
161
HawsGoodwin Investment Management
Tennessee
$8.64M -$1.62M -14,998 -16%
KC
162
Kepos Capital
New York
$8.31M +$1.53M +14,100 +22%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$8.24M +$552K +5,091 +7%
ODCM
164
Old Dominion Capital Management
Virginia
$8.22M -$43.3K -400 -0.5%
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.15M +$1.06M +9,832 +15%
BI
166
Ballast Inc
Kentucky
$8.07M +$411K +3,798 +5%
PGA
167
Portland Global Advisors
Maine
$7.9M +$1.2M +11,088 +18%
CCM
168
Crabel Capital Management
California
$7.88M +$7.88M +72,823 New
SWRP
169
Summit Wealth & Retirement Planning
California
$7.72M +$284K +2,627 +4%
SAM
170
Strategy Asset Managers
California
$7.7M +$837K +7,731 +12%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$7.68M +$7.68M +71,000 New
SWP
172
Strategic Wealth Partners
Ohio
$7.61M -$54.3K -502 -0.7%
AWM
173
Atticus Wealth Management
Florida
$7.57M +$525K +4,853 +7%
TPCW
174
TD Private Client Wealth
New York
$7.52M +$540K +4,985 +8%
KAS
175
Kestra Advisory Services
Texas
$7.27M +$473K +4,369 +7%
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