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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 %
SCP
301
Stamos Capital Partners
California
$2.02M +$2.02M +18,800 New
APW
302
Austin Private Wealth
Texas
$2.02M -$2.6M -24,155 -56%
JWCA
303
J.W. Coons Advisors
Ohio
$1.98M +$47.1K +439 +2%
BRWA
304
B. Riley Wealth Advisors
Florida
$1.95M -$107K -999 -5%
AG
305
Ascent Group
Virginia
$1.95M +$1.95M +18,391 New
LA
306
Lindenwold Advisors
Pennsylvania
$1.94M +$1.94M +18,072 New
SMI
307
Shelter Mutual Insurance
Missouri
$1.93M – – –
RCAG
308
Rehmann Capital Advisory Group
Michigan
$1.93M -$93.6K -871 -5%
MAM
309
Meeder Asset Management
Ohio
$1.9M +$851K +7,915 +81%
BWL
310
Bogart Wealth LLC
Virginia
$1.87M +$36.5K +340 +2%
SWM
311
SigFig Wealth Management
California
$1.86M +$282K +2,653 +18%
AIM
312
Acropolis Investment Management
Missouri
$1.85M -$102K -948 -5%
BHWM
313
Bay Harbor Wealth Management
Maryland
$1.85M +$70.8K +674 +4%
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$1.8M -$4.31M -40,091 -70%
CNC
315
Citizens & Northern Corp
Pennsylvania
$1.77M +$19.9K +185 +1%
PA
316
Parallel Advisors
California
$1.76M -$239K -2,224 -12%
DFC
317
DB Fitzpatrick & Co
Idaho
$1.75M +$1.75M +16,290 New
QA
318
Quantitative Advantage
Minnesota
$1.74M +$46.9K +436 +3%
GM
319
GeoWealth Management
Illinois
$1.74M +$58.1K +541 +3%
IA
320
IFP Advisors
Florida
$1.73M +$54.2K +500 +3%
Invesco
321
Invesco
Georgia
$1.72M +$121K +1,124 +8%
MHB
322
Midwest Heritage Bank
Iowa
$1.71M +$1.71M +15,872 New
IWP
323
Icon Wealth Partners
Texas
$1.7M -$1.85M -17,200 -52%
FNB
324
Farmers National Bank
Kentucky
$1.7M +$293K +2,726 +21%
TF
325
Trek Financial
Arizona
$1.7M -$203K -1,893 -11%
11 12
13
14 15