We are live on ! Find out more
MBB icon

iShares MBS ETF

710 hedge funds and large institutions have $20.6B invested in iShares MBS ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 214 increasing their positions, 324 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,105% more call options, than puts

Call options by funds: $167M | Put options by funds: $13.9M

0.32% more ownership

Funds ownership: 89.95%90.27% (+0.32%)

2% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 85

2% less funds holding

Funds holding: 722710 (-12)

11% less capital invested

Capital invested by funds: $23B → $20.6B (-$2.44B)

20% less funds holding in top 10

Funds holding in top 10: 5544 (-11)

34% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 324

Holders
710
Holders Change
-12
Holders Change %
-1.66%
% of All Funds
11.2%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.69%
New
83
Increased
214
Reduced
324
Closed
85
Calls
$167M
Puts
$13.9M
Net Calls
+$153M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
Western Wealth Management
Colorado
$705K +$106K +1,016 +17%
AFA
402
American Financial Advisors
Georgia
$701K -$2.09K -20 -0.3%
TCMP
403
Thrive Capital Management (Pennsylvania)
Pennsylvania
$699K -$415K -3,975 -37%
TC
404
Trilogy Capital
California
$698K
MYIA
405
Mount Yale Investment Advisors
Colorado
$697K +$19.3K +185 +3%
MM
406
Main Management
California
$694K -$7.73M -74,102 -92%
VCM
407
Virtue Capital Management
Tennessee
$693K +$247K +2,367 +53%
HFS
408
Haverford Financial Services
Pennsylvania
$689K -$370K -3,543 -34%
1WA
409
180 Wealth Advisors
Washington
$688K -$46.5K -446 -6%
WA
410
WBH Advisory
Maryland
$687K -$854K -8,187 -54%
SI
411
Stephens Inc
Arkansas
$687K -$304K -2,909 -30%
AL
412
ADE LLC
Maryland
$681K -$653K -6,260 -48%
MFG
413
Merit Financial Group
Georgia
$673K +$689K +6,603 New
SFG
414
Summit Financial Group
West Virginia
$671K -$256K -2,455 -27%
TCM
415
Triumph Capital Management
Colorado
$669K +$685K +6,564 New
MWM
416
Maripau Wealth Management
Indiana
$666K +$123K +1,179 +21%
I
417
INVST
Indiana
$644K -$248K -2,372 -26%
KPWS
418
Kestra Private Wealth Services
Texas
$641K -$12.5K -120 -2%
ERIM
419
Eagle Ridge Investment Management
Connecticut
$640K
DIA
420
Dana Investment Advisors
Wisconsin
$632K +$51.5K +493 +9%
LSA
421
Lion Street Advisors
Texas
$630K
ACP
422
Aveo Capital Partners
Colorado
$621K -$32.8K -314 -5%
BAM
423
Belpointe Asset Management
Nevada
$605K -$98.5K -944 -14%
CC
424
Courier Capital
New York
$601K
AG
425
Ascent Group
Virginia
$598K -$1.31M -12,518 -68%

MBB Hedge Fund Activity: Q1 2022 in Review

710 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2022, worth a combined $20.6B — down 11% from $23B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of MBB and 83 opened new positions — a net loss of 2 holders — while 324 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $804M. The largest seller was Bank of America, cutting an estimated $803M.

  • 710 institutional investors held iShares MBS ETF (MBB) as of Q1 2022, down from 722 in Q4 2021.
  • Funds reported $20.6B of iShares MBS ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 83 funds opened new iShares MBS ETF positions in Q1 2022 and 85 closed out, a net change of -2 holders.
  • The largest iShares MBS ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $804M added.
  • The largest iShares MBS ETF seller in Q1 2022 was Bank of America, an estimated $803M sold.

Based on aggregated 13F filings for Q1 2022.