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iShares MBS ETF

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, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.55% more ownership

Funds ownership: 87.02%89.57% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 254

0% more capital invested

Capital invested by funds: $23.1B → $23.1B (+$81.5M)

3% less funds holding

Funds holding: 693672 (-21)

6% less funds holding in top 10

Funds holding in top 10: 7167 (-4)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

83% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $11.2M

Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.7%
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
254
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.74B +$198M +1,828,791 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$2B +$101M +929,024 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.02B +$88.3M +814,445 +9%
Jane Street
4
Jane Street
New York
$1.01B +$629M +5,804,627 +166%
Charles Schwab
5
Charles Schwab
California
$881M -$561M -5,177,343 -39%
Ameriprise
6
Ameriprise
Minnesota
$786M -$41.7M -384,745 -5%
Wells Fargo
7
Wells Fargo
California
$648M -$37.9M -349,733 -6%
Morgan Stanley
8
Morgan Stanley
New York
$601M +$35.6M +328,490 +6%
LPL Financial
9
LPL Financial
California
$372M -$3.97M -36,659 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$320M +$16.8M +154,915 +6%
Stifel Financial
11
Stifel Financial
Missouri
$307M -$23.7M -218,672 -7%
UCFA
12
United Capital Financial Advisors
Texas
$266M +$9.16M +84,467 +4%
BlackRock
13
BlackRock
New York
$215M +$21.4M +197,470 +11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$194M +$11.4M +104,862 +6%
Truist Financial
15
Truist Financial
North Carolina
$191M +$7.68M +70,832 +4%
UBS Group
16
UBS Group
Switzerland
$176M +$12.9M +118,602 +8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$173M +$49.9M +460,000 +41%
AssetMark Inc
18
AssetMark Inc
California
$169M -$29.7M -274,160 -15%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$152M +$26.4M +243,810 +21%
CSIA
20
Charles Schwab Investment Advisory
California
$146M +$6.82M +62,899 +5%
1CP
21
1607 Capital Partners
Virginia
$137M +$43M +396,200 +46%
AA
22
AlphaCentric Advisors
Puerto Rico
$131M +$24.9M +230,000 +23%
GPC
23
Garrison Point Capital
California
$131M +$24.9M +230,000 +23%
RJA
24
Raymond James & Associates
Florida
$126M +$875K +8,072 +0.7%
HW
25
Hancock Whitney
Mississippi
$112M +$13.7M +126,597 +14%

MBB Hedge Fund Activity: Q2 2021 in Review

672 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q2 2021, worth a combined $23.1B — up 0.35% from $23.1B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of MBB and 55 opened new positions — a net loss of 12 holders — while 254 trimmed existing stakes and 278 added.

The largest buyer was Jane Street, adding an estimated $629M. The largest seller was Charles Schwab, cutting an estimated $561M.

  • 672 institutional investors held iShares MBS ETF (MBB) as of Q2 2021, down from 693 in Q1 2021.
  • Funds reported $23.1B of iShares MBS ETF stock for Q2 2021, up 0.35% quarter-over-quarter.
  • 55 funds opened new iShares MBS ETF positions in Q2 2021 and 67 closed out, a net change of -12 holders.
  • The largest iShares MBS ETF buyer in Q2 2021 was Jane Street, an estimated $629M added.
  • The largest iShares MBS ETF seller in Q2 2021 was Charles Schwab, an estimated $561M sold.

Based on aggregated 13F filings for Q2 2021.