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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 %
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$345K -$135K -1,325 -28%
MHR
502
Matthew Hamilton Rosenberg
$342K -$45.2K -443 -12%
TWM
503
TMD Wealth Management
Arizona
$338K – – –
VIA
504
Vident Investment Advisory
Georgia
$337K +$337K +3,312 New
SAM
505
Summit Asset Management
Tennessee
$332K -$9.97K -98 -3%
ATC
506
Argent Trust Co
Tennessee
$331K -$94.3K -925 -22%
DCM
507
Donaldson Capital Management
Indiana
$331K -$6.83K -67 -2%
OFG
508
OmniStar Financial Group
North Carolina
$331K +$103K +1,010 +45%
WEG
509
World Equity Group
Illinois
$329K +$329K +3,232 New
AWA
510
Arete Wealth Advisors
Illinois
$328K -$97.3K -954 -23%
IFS
511
Ifrah Financial Services
Arkansas
$327K -$962K -9,432 -75%
CWM
512
Cornerstone Wealth Management
Missouri
$327K -$21.8K -214 -6%
Federated Hermes
513
Federated Hermes
Pennsylvania
$324K -$950K -9,329 -75%
SHIM
514
Stone House Investment Management
Pennsylvania
$324K +$10.6K +104 +3%
JAG
515
Journey Advisory Group
Kentucky
$323K – – –
IWM
516
IHT Wealth Management
Illinois
$322K -$17K -167 -5%
SL
517
SWMG LLC
Texas
$322K +$5.49K +54 +2%
WA
518
Winfield Associates
Ohio
$320K – – –
FWP
519
Firethorn Wealth Partners
Georgia
$319K -$122K -1,199 -28%
CAM
520
Cidel Asset Management
Ontario, Canada
$317K -$332K – –
CRC
521
Curi RMB Capital
Illinois
$317K +$317K +3,114 New
LPIC
522
LeJeune Puetz Investment Counsel
Michigan
$313K -$3.06K -30 -1%
IP
523
Intellectus Partners
California
$311K – – –
KWA
524
KCS Wealth Advisory
California
$308K -$192K -1,888 -38%
PFM
525
Phillips Financial Management
Indiana
$308K +$308K +3,027 New
19 20
21
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