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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 %
1WA
426
180 Wealth Advisors
Washington
$791K +$10.8K +102 +1%
FT
427
Fiduciary Trust
Massachusetts
$782K -$24.2K -225 -3%
TPA
428
Trivium Point Advisory
Connecticut
$776K +$28.8K +268 +4%
PWAG
429
Polaris Wealth Advisory Group
California
$766K +$766K +7,134 New
FIA
430
Foundations Investment Advisors
Arizona
$754K -$54.6K -514 -7%
AFA
431
American Financial Advisors
Georgia
$741K -$143K -1,331 -16%
BAM
432
Belpointe Asset Management
Nevada
$739K -$706K -6,572 -49%
TC
433
Trilogy Capital
California
$736K +$122K +1,138 +20%
WFA
434
Wellspring Financial Advisors
Ohio
$726K -$325K -3,023 -31%
MYIA
435
Mount Yale Investment Advisors
Colorado
$716K +$77.5K +721 +12%
PFG
436
Pacific Financial Group
Washington
$711K +$31.2K +293 +5%
SFS
437
Security Financial Services
Indiana
$708K +$708K +6,592 New
DC
438
Davenport & Co
Virginia
$706K +$220K +2,048 +45%
ACP
439
Aveo Capital Partners
Colorado
$689K +$63.7K +593 +10%
KPWS
440
Kestra Private Wealth Services
Texas
$688K +$428K +3,988 +165%
ERIM
441
Eagle Ridge Investment Management
Connecticut
$675K – – –
MRC
442
Millburn Ridgefield Corp
New York
$669K +$207K +1,929 +45%
LSA
443
Lion Street Advisors
Texas
$663K – – –
William Blair & Company
444
William Blair & Company
Illinois
$661K +$99K +921 +18%
SW
445
SVB Wealth
Massachusetts
$660K -$52.4K -488 -7%
CC
446
Courier Capital
New York
$634K – – –
WWM
447
Western Wealth Management
Colorado
$632K +$632K +5,903 New
CA
448
CoreCap Advisors
Michigan
$631K +$631K +5,870 New
CCA
449
Catalyst Capital Advisors
New York
$627K +$27.9K +260 +5%
FHA
450
First Horizon Advisors
Tennessee
$627K +$150K +1,400 +32%
16 17
18
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