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iShares MBS ETF
MBB

Overview Fund Activity

721 hedge funds and large institutions have $23B invested in iShares MBS ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 257 increasing their positions, 261 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+40
Holders Change %
+5.87%
% of All Funds
11.14%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.85%
New
124
Increased
257
Reduced
261
Closed
72
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K

Top Buyers

1
Jane Street
Jane Street
New York
+$344M
2
Bank of America
Bank of America
North Carolina
+$200M
3
TF
TIAA FSB
Florida
+$175M
4
Citadel Advisors
Citadel Advisors
Florida
+$90.5M
5
CSIA
Charles Schwab Investment Advisory
California
+$89.2M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$73.8M
2
Stifel Financial
Stifel Financial
Missouri
-$46.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$36.9M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$35.4M
5
DIP
DT Investment Partners
Pennsylvania
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
CSM Advisors
Pennsylvania
$4.14M – – –
NRA
227
NSI Retail Advisors
Pennsylvania
$4.14M – – –
SAS
228
Stelac Advisory Services
New York
$4.11M -$102K -952 -2%
Marshall Wace
229
Marshall Wace
United Kingdom
$4.03M +$4.03M +37,544 New
SCA
230
Snowden Capital Advisors
New York
$3.98M +$52K +484 +1%
VFA
231
Voya Financial Advisors
Connecticut
$3.93M -$323K -3,009 -8%
HCA
232
Harbour Capital Advisors
Virginia
$3.92M -$819K -7,627 -17%
AA
233
Alesco Advisors
New York
$3.91M -$64.5K -600 -2%
LWP
234
Lumature Wealth Partners
Georgia
$3.91M +$253K +2,353 +7%
UFA
235
US Financial Advisors
Massachusetts
$3.88M -$143K -1,329 -4%
VFM
236
Vivid Financial Management
California
$3.88M -$402K -3,744 -9%
LWA
237
Lineweaver Wealth Advisors
Ohio
$3.73M +$948K +8,828 +34%
WWG
238
West Wealth Group
California
$3.69M +$3.69M +34,339 New
WI
239
WrapManager Inc
California
$3.68M -$444K -4,133 -11%
T
240
TNF
Montana
$3.68M +$42.8K +404 +1%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$3.67M +$5.37K +50 +0.1%
ASN
242
Advisory Services Network
Georgia
$3.62M -$399K -3,711 -10%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$3.6M +$2.33M +21,165 +184%
GSWM
244
Golden State Wealth Management
California
$3.58M +$27K +251 +0.8%
DTIM
245
Danda Trouve Investment Management
Kansas
$3.57M -$9.88K -92 -0.3%
CWP
246
Concord Wealth Partners
Virginia
$3.57M +$3.5M +32,574 +4,928%
PFG
247
PAX Financial Group
Texas
$3.55M +$90.1K +839 +3%
CCM
248
Crabel Capital Management
California
$3.46M +$1.43M +13,272 +70%
Millennium Management
249
Millennium Management
New York
$3.43M +$3.04M +28,328 +779%
Prudential Financial
250
Prudential Financial
New Jersey
$3.43M +$108 +1 +0%
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