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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 %
FIBT
476
First International Bank & Trust
North Dakota
$413K -$6.01K -59 -1%
GWM
477
GDS Wealth Management
Texas
$411K +$12.2K +124 +3%
CAI
478
Capital Advisors Inc
Oklahoma
$409K -$76.4M -749,465 -99%
ACI
479
Alpha Cubed Investments
California
$407K +$7.74K +76 +2%
Millennium Management
480
Millennium Management
New York
$403K -$2.85M -28,005 -88%
FA
481
Flagstar Advisors
New York
$402K +$21K +206 +6%
I2I
482
Insight 2811 Inc
Illinois
$400K -$53.1K -521 -12%
B
483
Bailard
California
$398K -$3.62M -35,551 -90%
BIA
484
Bigelow Investment Advisors
Maine
$396K +$396K +3,884 New
CWM
485
Chesapeake Wealth Management
Virginia
$389K -$50.5K -495 -11%
KFS
486
Kelly Financial Services
Massachusetts
$388K -$4.99K -49 -1%
SXL
487
Summit X LLC
Missouri
$386K -$2.69K -26 -0.7%
NFP
488
Narus Financial Partners
Utah
$383K +$383K +3,763 New
HAS
489
HBW Advisory Services
California
$382K +$17.3K +170 +5%
SFP
490
Shepherd Financial Partners
Massachusetts
$380K -$72.3K -708 -16%
WI
491
Wintrust Investments
Illinois
$377K -$102K -998 -21%
IA
492
IFG Advisory
Georgia
$373K +$138K +1,356 +59%
William Blair & Company
493
William Blair & Company
Illinois
$365K -$261K -2,564 -42%
CT
494
Cambridge Trust
Massachusetts
$360K +$360K +3,530 New
WWP
495
WR Wealth Planners
Missouri
$356K +$356K +3,496 New
AP
496
Americana Partners
Texas
$355K -$1.14M -11,228 -76%
AR
497
Apeiron RIA
Texas
$355K -$59.5K -595 -14%
Luther King Capital Management (LKCM)
498
Luther King Capital Management (LKCM)
Texas
$352K – – –
OWP
499
Obermeyer Wealth Partners
Colorado
$347K – – –
NAM
500
NTV Asset Management
West Virginia
$346K -$102K -999 -23%
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