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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
+$780M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$778M
3
Bank of America
Bank of America
North Carolina
+$202M
4
LPL Financial
LPL Financial
California
+$153M
5
Osaic Holdings
Osaic Holdings
Arizona
+$85.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$231M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$89.6M
3
ERSOT
Employees Retirement System of Texas
Texas
-$75.4M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$41.2M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
201
Sharkey, Howes & Javer
Colorado
$5.76M +$5.76M +52,296 New
KC
202
Kepos Capital
New York
$5.64M -$11.4M -103,300 -67%
WP
203
WealthShield Partners
North Carolina
$5.61M +$5.53M +50,178 +6,392%
FCA
204
FLC Capital Advisors
California
$5.53M +$746K +6,772 +16%
SHIM
205
Stone House Investment Management
Pennsylvania
$5.42M -$1.5M -13,616 -22%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$5.4M +$3.21M +29,117 +146%
KWM
207
Kingsview Wealth Management
Oregon
$5.22M +$271K +2,463 +5%
LWA
208
Lineweaver Wealth Advisors
Ohio
$5.17M +$4.91M +44,606 +1,903%
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$5.16M +$979K +8,894 +23%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$5.16M +$5.16M +46,857 New
SIA
211
SkyView Investment Advisors
New Jersey
$5.14M +$5.14M +46,674 New
HCA
212
Heck Capital Advisors
Wisconsin
$5.02M +$446K +4,049 +10%
WG
213
Winton Group
United Kingdom
$4.96M -$964K -8,753 -16%
SAS
214
Stelac Advisory Services
New York
$4.92M -$1.68M -15,265 -25%
ACI
215
Alpha Cubed Investments
California
$4.92M -$890K -8,079 -15%
MAFM
216
Mid Atlantic Financial Management
Pennsylvania
$4.87M +$44.3K +402 +0.9%
UFA
217
US Financial Advisors
Massachusetts
$4.82M +$4.82M +43,774 New
SWP
218
ShoreHaven Wealth Partners
New Jersey
$4.81M +$4.81M +43,632 New
LWANC
219
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.74M +$647K +5,875 +16%
PWPCM
220
Perella Weinberg Partners Capital Management
New York
$4.73M – – –
CCWA
221
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.72M -$718K -6,516 -13%
IIA
222
IPG Investment Advisors
California
$4.71M -$75.9K -689 -2%
HGWM
223
Horst & Graben Wealth Management
Oregon
$4.67M +$4.67M +42,422 New
NP
224
NorthRock Partners
Minnesota
$4.59M +$5.41K +49 +0.1%
WCA
225
Westover Capital Advisors
Delaware
$4.46M +$3.05M +27,734 +218%
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