MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

710 hedge funds and large institutions have $20.6B invested in iShares MBS ETF in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 324 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
11.24%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
84
Increased
213
Reduced
324
Closed
85
Calls
$167M
Puts
$13.9M
Net Calls
+$153M
Net Calls Change
+$154M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$784M
2
AF
Allworth Financial
California
+$116M
3
CW
Connectus Wealth
Ohio
+$66.6M
4
BA
Bridgewater Associates
Connecticut
+$65.6M
5
CSIA
Charles Schwab Investment Advisory
California
+$63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$784M
2
Jane Street
Jane Street
New York
-$345M
3
Wells Fargo
Wells Fargo
California
-$204M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
5
GPC
Garrison Point Capital
California
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
401
Western Wealth Management
Colorado
$705K +$104K +1,016 +17%
AFA
402
American Financial Advisors
Georgia
$701K -$2.04K -20 -0.3%
TCMP
403
Thrive Capital Management (Pennsylvania)
Pennsylvania
$699K -$405K -3,975 -37%
TC
404
Trilogy Capital
California
$698K – – –
MYIA
405
Mount Yale Investment Advisors
Colorado
$697K +$18.8K +185 +3%
MM
406
Main Management
California
$694K -$7.55M -74,102 -92%
VCM
407
Virtue Capital Management
Tennessee
$693K +$241K +2,367 +53%
HFS
408
Haverford Financial Services
Pennsylvania
$689K -$361K -3,543 -34%
1WA
409
180 Wealth Advisors
Washington
$688K -$43.7K -446 -6%
WA
410
WBH Advisory
Maryland
$687K -$807K -8,187 -54%
SI
411
Stephens Inc
Arkansas
$687K -$296K -2,909 -30%
AL
412
ADE LLC
Maryland
$681K -$637K -6,260 -48%
MFG
413
Merit Financial Group
Georgia
$673K +$673K +6,603 New
SFG
414
Summit Financial Group
West Virginia
$671K -$250K -2,455 -27%
TCM
415
Triumph Capital Management
Colorado
$669K +$669K +6,564 New
MWM
416
Maripau Wealth Management
Indiana
$666K +$116K +1,179 +21%
I
417
INVST
Indiana
$644K -$231K -2,372 -26%
KPWS
418
Kestra Private Wealth Services
Texas
$641K -$12.2K -120 -2%
ERIM
419
Eagle Ridge Investment Management
Connecticut
$640K – – –
DIA
420
Dana Investment Advisors
Wisconsin
$632K +$50.2K +493 +9%
LSA
421
Lion Street Advisors
Texas
$630K – – –
ACP
422
Aveo Capital Partners
Colorado
$621K -$32K -314 -5%
BAM
423
Belpointe Asset Management
Nevada
$605K -$96.2K -944 -14%
CC
424
Courier Capital
New York
$601K – – –
AG
425
Ascent Group
Virginia
$598K -$1.27M -12,518 -68%
15 16
17
18 19