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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 %
SG
451
StoneX Group
New York
$623K +$67.6K +629 +12%
LAS
452
Lloyd Advisory Services
Georgia
$621K +$621K +5,777 New
DIA
453
Dana Investment Advisors
Wisconsin
$614K +$37.2K +346 +6%
CWM
454
Cahaba Wealth Management
Georgia
$601K +$11.6K +108 +2%
CFMC
455
Curbstone Financial Management Corp
New Hampshire
$601K +$601K +5,590 New
CAMV
456
Concord Asset Management (Virginia)
Virginia
$595K +$595K +5,536 New
CCM
457
Covington Capital Management
California
$581K -$17.9K -167 -3%
MWM
458
Maripau Wealth Management
Indiana
$581K +$581K +5,601 New
CAN
459
Claraphi Advisory Network
United States
$575K -$59.5K -554 -9%
APA
460
American Portfolios Advisors
New York
$565K +$298K +2,777 +112%
SP
461
Successful Portfolios
Florida
$563K -$108 -1 -0%
AF
462
Advisornet Financial
Minnesota
$558K -$1.18M -10,971 -68%
MSWMA
463
Market Street Wealth Management Advisors
Indiana
$556K +$138K +1,279 +33%
RPWA
464
Regent Peak Wealth Advisors
Georgia
$555K -$122K -1,134 -18%
MSFS
465
Main Street Financial Solutions
Pennsylvania
$555K -$93.1K -867 -14%
VC
466
Veracity Capital
Georgia
$548K -$32K -298 -6%
AAP
467
Arax Advisory Partners
Colorado
$546K -$24.4M -227,455 -98%
AIC
468
Argus Investors Counsel
New York
$545K – – –
AGA
469
Arkos Global Advisors
Texas
$540K – – –
SC
470
Sierra Capital
Florida
$532K – – –
KWA
471
KCS Wealth Advisory
California
$527K +$210K +1,960 +66%
RFC
472
Regions Financial Corp
Alabama
$526K +$176K +1,638 +50%
FCBT
473
First Citizens Bank & Trust
North Carolina
$511K +$148K +1,380 +41%
PCG
474
Private Capital Group
Connecticut
$509K +$24.6K +229 +5%
BTWM
475
Baker Tilly Wealth Management
Wisconsin
$506K -$570K -5,313 -53%
17 18
19
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