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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 %
LA
376
Latitude Advisors
Florida
$1.22M +$161K +1,502 +15%
HFW
377
Horizon Family Wealth
Illinois
$1.21M +$1.21M +11,283 New
WIA
378
World Investment Advisors
California
$1.21M +$774K +7,457 +179%
QCMNJ
379
Quantum Capital Management (New Jersey)
New Jersey
$1.18M -$3.12K -29 -0.3%
BHWM
380
Bar Harbor Wealth Management
New Hampshire
$1.17M -$498K -4,632 -30%
OC
381
Oppenheimer & Co
New York
$1.17M -$404K -3,756 -26%
JWCA
382
J.W. Cole Advisors
Florida
$1.17M +$1.17M +10,868 New
TCMP
383
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.16M -$290K -2,702 -20%
GIA
384
Gladstone Institutional Advisory
Florida
$1.16M -$53.9K -502 -4%
FSA
385
Financial Sense Advisors
California
$1.13M -$89.3K -831 -7%
BF
386
BOK Financial
Oklahoma
$1.12M -$89.7K -835 -7%
CAM
387
Cresset Asset Management
Illinois
$1.12M – – –
Comerica Bank
388
Comerica Bank
Texas
$1.11M -$3.39K -32 -0.3%
DAS
389
Dynamic Advisor Solutions
Arizona
$1.11M -$1.03M -9,627 -48%
HFS
390
Haverford Financial Services
Pennsylvania
$1.11M – – –
CWM
391
Cedar Wealth Management
California
$1.08M +$110K +1,025 +11%
GVAG
392
Great Valley Advisor Group
Delaware
$1.07M +$65.8K +612 +7%
EWA
393
EverSource Wealth Advisors
Alabama
$1.06M +$1.06M +9,818 New
WS
394
Wedbush Securities
California
$1.04M +$1.83K +17 +0.2%
SI
395
Stephens Inc
Arkansas
$1.04M -$215K -1,998 -17%
AFS
396
Annapolis Financial Services
Maryland
$1.03M -$37.6K -350 -4%
FWM
397
Focused Wealth Management
New York
$1.02M +$215 +2 +0%
FNBOSM
398
First National Bank of South Miami
Florida
$1.02M -$49.6K -462 -5%
CAG
399
Csenge Advisory Group
Florida
$1.01M +$18.8K +174 +2%
RW
400
Rede Wealth
Virginia
$1.01M -$8.27K -77 -0.8%
14 15
16
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