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

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
ERSOT
Employees Retirement System of Texas
Texas
$75.2M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$50M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Semmax Financial Advisors
North Carolina
$7.68M +$3.67M +33,279 +91%
BI
177
Ballast Inc
Kentucky
$7.59M +$1.04M +9,472 +16%
Betterment LLC
178
Betterment LLC
New York
$7.56M +$1.48M +13,478 +24%
Prudential Financial
179
Prudential Financial
New Jersey
$7.51M +$4.23M +38,422 +129%
PFG
180
PAX Financial Group
Texas
$7.38M +$7.38M +67,024 New
SWP
181
Strategic Wealth Partners
Ohio
$7.29M +$711K +6,457 +11%
Nomura Asset Management
182
Nomura Asset Management
Japan
$7.07M +$6.56M +59,600 +1,296%
First Trust Advisors
183
First Trust Advisors
Illinois
$7.06M -$844K -7,668 -11%
Creative Planning
184
Creative Planning
Kansas
$6.91M +$6.34M +57,572 +1,106%
CW
185
CreativeOne Wealth
Kansas
$6.75M +$2.76M +25,058 +69%
HighTower Advisors
186
HighTower Advisors
Illinois
$6.74M +$5.73M +52,000 +570%
1WM
187
1900 Wealth Management
Texas
$6.72M +$6.72M +61,022 New
CF
188
Centaurus Financial
California
$6.66M +$1.63M +14,842 +33%
HPC
189
Hobart Private Capital
North Carolina
$6.6M +$6.6M +59,941 New
GRP
190
Global Retirement Partners
California
$6.58M +$767K +6,962 +13%
Goldman Sachs
191
Goldman Sachs
New York
$6.53M -$917K -8,323 -12%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$6.36M +$1.09M +9,882 +21%
TF
193
Trek Financial
Arizona
$6.29M +$921K +8,363 +17%
PPWP
194
Proquility Private Wealth Partners
Nevada
$6.26M +$6.26M +56,797 New
CA
195
Corrado Advisors
New Jersey
$6.25M -$190K -1,726 -3%
LJAC
196
L.J. Altfest & Co
New York
$6.11M +$175K +1,588 +3%
OPS
197
Orion Portfolio Solutions
Nebraska
$6M +$267K +2,426 +5%
CI Investments Inc
198
CI Investments Inc
Ontario, Canada
$5.98M – – –
SAM
199
Strategy Asset Managers
California
$5.94M +$1.49M +13,553 +34%
SCP
200
Silverleafe Capital Partners
Tennessee
$5.84M -$186K -1,687 -3%
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