We are live on ! Find out more
MBB icon

iShares MBS ETF

722 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 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 71

6% more funds holding

Funds holding: 681722 (+41)

3% more capital invested

Capital invested by funds: $22.3B → $23B (+$734M)

0.99% more ownership

Funds ownership: 88.96%89.95% (+0.99%)

2% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 261

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

72% less call options, than puts

Call options by funds: $204K | Put options by funds: $731K

Holders
722
Holders Change
+41
Holders Change %
+6.02%
% of All Funds
11.11%
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
71
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
526
Trinity Wealth Management
Pennsylvania
$335K -$38.9K -361 -10%
SL
527
SWMG LLC
Texas
$334K +$94.3K +876 +39%
LPIC
528
LeJeune Puetz Investment Counsel
Michigan
$333K
CAM
529
Cidel Asset Management
Ontario, Canada
$332K -$332K -3,088 Closed
SHIM
530
Stone House Investment Management
Pennsylvania
$330K -$17.7K -164 -5%
WF
531
Welch & Forbes
Massachusetts
$330K -$10.8K -100 -3%
IP
532
Intellectus Partners
California
$328K -$17.2K -160 -5%
CWM
533
C2C Wealth Management
Arizona
$327K +$327K +3,041 New
LW
534
Linscomb Wealth
Texas
$319K
GLLW
535
Graves Light Lenhart Wealth
Virginia
$303K +$265K +2,460 +687%
PWPCM
536
Perella Weinberg Partners Capital Management
New York
$298K
Financial Engines Advisors
537
Financial Engines Advisors
California
$298K +$299K +2,776 New
IFG
538
Independent Financial Group
California
$296K
MSL
539
Mackay Shields LLC
New York
$294K
HS
540
Horan Securities
United States
$291K +$291K +2,704 New
Citigroup
541
Citigroup
New York
$287K -$2.49M -23,126 -90%
TA
542
TrueWealth Advisors
Alabama
$287K +$41.7K +387 +17%
WP
543
WealthPLAN Partners
Nebraska
$286K -$9.9K -92 -3%
FWM
544
Frontier Wealth Management
Missouri
$283K -$1.2M -11,172 -81%
FAIM
545
Financial Advocates Investment Management
Washington
$282K -$56K -520 -17%
KFGK
546
Keystone Financial Group (Kentucky)
Kentucky
$280K
TA
547
TruWealth Advisors
Louisiana
$279K
WDC
548
Woodward Diversified Capital
California
$275K +$37.5K +348 +16%
PWMG
549
Prestige Wealth Management Group
New Jersey
$274K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$273K +$138K +1,285 +103%

MBB Hedge Fund Activity: Q4 2021 in Review

722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2021, worth a combined $23B — up 3.3% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MBB positions and 71 closed out — a net gain of 53 holders — while 257 added to existing stakes and 261 trimmed.

The largest buyer was Jane Street, adding an estimated $345M. The largest seller was Stifel Financial, cutting an estimated $46.6M.

  • 722 institutional investors held iShares MBS ETF (MBB) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $23B of iShares MBS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 124 funds opened new iShares MBS ETF positions in Q4 2021 and 71 closed out, a net change of +53 holders.
  • The largest iShares MBS ETF buyer in Q4 2021 was Jane Street, an estimated $345M added.
  • The largest iShares MBS ETF seller in Q4 2021 was Stifel Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2021.