MBB icon

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 %
TWM
526
Trinity Wealth Management
Pennsylvania
$335K -$38.7K -361 -10%
SL
527
SWMG LLC
Texas
$334K +$94K +876 +39%
LPIC
528
LeJeune Puetz Investment Counsel
Michigan
$333K – – –
CAM
529
Cidel Asset Management
Ontario, Canada
$332K -$334K -3,088 Closed
SHIM
530
Stone House Investment Management
Pennsylvania
$330K -$17.6K -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 +$298K +2,776 New
MSL
538
Mackay Shields LLC
New York
$294K – – –
HS
539
Horan Securities
United States
$291K +$291K +2,704 New
Citigroup
540
Citigroup
New York
$287K -$2.48M -23,126 -90%
TA
541
TrueWealth Advisors
Alabama
$287K +$41.6K +387 +17%
WP
542
WealthPLAN Partners
Nebraska
$286K -$9.72K -92 -3%
FWM
543
Frontier Wealth Management
Missouri
$283K -$1.2M -11,172 -81%
FAIM
544
Financial Advocates Investment Management
Washington
$282K -$56.1K -520 -17%
KFGK
545
Keystone Financial Group (Kentucky)
Kentucky
$280K – – –
TA
546
TruWealth Advisors
Louisiana
$279K – – –
WDC
547
Woodward Diversified Capital
California
$275K +$37.3K +348 +16%
PWMG
548
Prestige Wealth Management Group
New Jersey
$274K – – –
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$273K +$138K +1,285 +103%
VHAM
550
Van Hulzen Asset Management
California
$271K -$142K -1,323 -34%
20 21
22
23 24