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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 %
TIAM2
501
Tru Independence Asset Management 2
Oregon
$419K -$6.67K -62 -2%
KFS
502
Kelly Financial Services
Massachusetts
$415K +$10.5K +98 +3%
BWM
503
Bulltick Wealth Management
Florida
$410K +$72K +670 +21%
RIM
504
Rockbridge Investment Management
New York
$409K +$320K +2,976 +359%
MHR
505
Matthew Hamilton Rosenberg
$408K +$274K +2,545 +203%
FA
506
Flagstar Advisors
New York
$402K -$10.6K -99 -3%
SXL
507
Summit X LLC
Missouri
$402K +$1.92K +18 +0.5%
BF
508
Blankinship & Foster
California
$395K – – –
HAS
509
HBW Advisory Services
California
$385K +$3.22K +30 +0.8%
RF
510
RHS Financial
California
$374K +$8.5K +79 +2%
SIC
511
Salem Investment Counselors
North Carolina
$373K +$356K +3,308 +2,042%
CWM
512
Cornerstone Wealth Management
Missouri
$369K -$66.3K -616 -15%
OWP
513
Obermeyer Wealth Partners
Colorado
$366K +$366K +3,407 New
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$362K – – –
SAM
515
Summit Asset Management
Tennessee
$361K -$50.8K -473 -12%
SFO
516
Stokes Family Office
Louisiana
$360K -$114K -1,063 -24%
IWM
517
IHT Wealth Management
Illinois
$358K -$271K -2,521 -43%
TWM
518
TMD Wealth Management
Arizona
$356K – – –
DCM
519
Donaldson Capital Management
Indiana
$356K – – –
CWM
520
Collaborative Wealth Management
Florida
$353K +$353K +3,283 New
JAG
521
Journey Advisory Group
Kentucky
$340K -$20.9K -195 -6%
LNC
522
Lincoln National Corp
Pennsylvania
$340K +$25.2K +234 +8%
CFG
523
Cooper Financial Group
California
$339K -$10.4M -97,270 -97%
WA
524
Winfield Associates
Ohio
$337K – – –
CBFP
525
Cedar Brook Financial Partners
Ohio
$337K +$124K +1,155 +58%
19 20
21
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