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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 %
EWA
526
EverSource Wealth Advisors
Alabama
$303K -$697K -6,844 -70%
AWM
527
Avaii Wealth Management
Wisconsin
$301K +$301K +2,961 New
HIM
528
Hanlon Investment Management
New Jersey
$300K +$54.8K +538 +22%
CWM
529
C2C Wealth Management
Arizona
$299K – – –
D
530
Diversified
Delaware
$298K +$298K +2,930 New
SHGA
531
Sand Hill Global Advisors
California
$297K +$87K +854 +41%
MBT
532
Montecito Bank & Trust
California
$296K +$296K +2,910 New
SFO
533
Stokes Family Office
Louisiana
$293K -$48.8K -479 -14%
FPAS
534
Focus Partners Advisor Solutions
Missouri
$293K +$293K +2,880 New
GLLW
535
Graves Light Lenhart Wealth
Virginia
$288K +$714 +7 +0.2%
TA
536
TrueWealth Advisors
Alabama
$287K – – –
PWPCM
537
Perella Weinberg Partners Capital Management
New York
$283K – – –
PFS
538
Prospera Financial Services
Texas
$283K +$54.5K +535 +24%
RFN
539
RDA Financial Network
Iowa
$277K +$277K +2,722 New
BWM
540
Bulltick Wealth Management
Florida
$277K -$112K -1,096 -29%
SG
541
Strid Group
Pennsylvania
$272K +$272K +2,667 New
HS
542
Horan Securities
United States
$268K -$7.65K -75 -3%
WP
543
WealthPLAN Partners
Nebraska
$267K +$1.08K +11 +0.4%
WIM
544
WealthPlan Investment Management
Nebraska
$267K +$267K +2,718 New
KFGK
545
Keystone Financial Group (Kentucky)
Kentucky
$266K +$407 +4 +0.2%
TA
546
TruWealth Advisors
Louisiana
$264K – – –
FWM
547
Frontier Wealth Management
Missouri
$262K – – –
SIA
548
Soltis Investment Advisors
Utah
$260K -$3.95M -38,757 -94%
PWMG
549
Prestige Wealth Management Group
New Jersey
$260K – – –
Citigroup
550
Citigroup
New York
$258K -$14.4K -141 -5%
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