We are live on ! Find out more
MBB icon

iShares MBS ETF

722 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 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 71

6% more funds holding

Funds holding: 681722 (+41)

3% more capital invested

Capital invested by funds: $22.3B → $23B (+$734M)

0.99% more ownership

Funds ownership: 88.96%89.95% (+0.99%)

2% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 261

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

72% less call options, than puts

Call options by funds: $204K | Put options by funds: $731K

Holders
722
Holders Change
+41
Holders Change %
+6.02%
% of All Funds
11.11%
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
71
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$1.43M -$96.2K -894 -6%
AWM
352
Alterna Wealth Management
Texas
$1.41M +$1.42M +13,165 New
CIAS
353
CFS Investment Advisory Services
New Jersey
$1.41M -$7.18M -66,714 -83%
LHC
354
Little House Capital
Massachusetts
$1.4M +$20.2K +188 +1%
AL
355
ADE LLC
Maryland
$1.4M +$689K +6,404 +98%
CWS
356
Cypress Wealth Services
California
$1.39M +$108K +1,002 +8%
CAM
357
Concorde Asset Management
Michigan
$1.36M -$42.6K -396 -3%
IFS
358
Ifrah Financial Services
Arkansas
$1.36M -$1.84M -17,062 -57%
TI
359
tru Independence
Oregon
$1.36M -$28K -260 -2%
EA
360
Emerald Advisors
Washington
$1.35M +$412K +3,829 +44%
MFG
361
MidWestOne Financial Group
Iowa
$1.34M -$311K -2,888 -19%
Federated Hermes
362
Federated Hermes
Pennsylvania
$1.34M +$1.35M +12,510 New
CA
363
Cetera Advisors
Colorado
$1.33M -$131K -1,219 -9%
FNC
364
First National Corp
Massachusetts
$1.33M +$275K +2,558 +26%
MAM
365
MMA Asset Management
Pennsylvania
$1.31M +$3.01K +28 +0.2%
RIA
366
Regal Investment Advisors
Michigan
$1.31M +$187K +1,740 +17%
TFA
367
Teamwork Financial Advisors
Texas
$1.3M -$197K -1,834 -13%
PG
368
Patten Group
Tennessee
$1.3M -$98.1K -911 -7%
WP
369
WealthShield Partners
North Carolina
$1.3M -$64.9K -603 -5%
GFPC
370
Global Financial Private Client
Florida
$1.29M -$62.9K -584 -5%
SPC
371
Sigma Planning Corp
Michigan
$1.28M -$54.5K -506 -4%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$596K -5,541 -32%
KWS
373
Keystone Wealth Services
California
$1.24M +$1.25M +11,576 New
DWT
374
Dorsey & Whitney Trust
South Dakota
$1.24M +$53.8K +500 +5%
IDBONY
375
Israel Discount Bank of New York
New York
$1.23M +$494K +4,589 +67%

MBB Hedge Fund Activity: Q4 2021 in Review

722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2021, worth a combined $23B — up 3.3% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MBB positions and 71 closed out — a net gain of 53 holders — while 257 added to existing stakes and 261 trimmed.

The largest buyer was Jane Street, adding an estimated $345M. The largest seller was Stifel Financial, cutting an estimated $46.6M.

  • 722 institutional investors held iShares MBS ETF (MBB) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $23B of iShares MBS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 124 funds opened new iShares MBS ETF positions in Q4 2021 and 71 closed out, a net change of +53 holders.
  • The largest iShares MBS ETF buyer in Q4 2021 was Jane Street, an estimated $345M added.
  • The largest iShares MBS ETF seller in Q4 2021 was Stifel Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2021.