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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 %
FFA
551
Founders Financial Alliance
North Carolina
$269K +$6.34K +59 +2%
AFP
552
Ausdal Financial Partners
Iowa
$267K -$91.3K -851 -25%
EBT
553
Enterprise Bank & Trust
Massachusetts
$267K – – –
PBO
554
Peoples Bank (Ohio)
Ohio
$266K +$266K +2,477 New
OWA
555
Outlook Wealth Advisors
Texas
$261K -$21.2K -197 -8%
BPA
556
Beacon Pointe Advisors
California
$260K -$6.46M -59,987 -96%
HIM
557
Hanlon Investment Management
New Jersey
$259K +$41.6K +387 +19%
IF
558
Intrua Financial
Texas
$258K -$60.8K -567 -19%
LAS
559
LWM Advisory Services
Florida
$258K +$258K +2,401 New
TIP
560
Torray Investment Partners
Maryland
$257K +$257K +2,392 New
TC
561
Truvestments Capital
Florida
$256K -$7.42K -69 -3%
LSPW
562
Lake Street Private Wealth
Illinois
$256K -$107 -1 -0%
NAMM
563
NorthStar Asset Management (Massachusetts)
Massachusetts
$255K – – –
RWM
564
Rezny Wealth Management
Florida
$251K -$59.5K -555 -19%
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$251K +$60.2K +561 +32%
IA
566
IFG Advisory
Georgia
$248K -$236K -2,203 -49%
LWA
567
Lenox Wealth Advisors
New York
$248K -$31.9K -297 -11%
PCA
568
Pallas Capital Advisors
Massachusetts
$242K -$1.37M -12,924 -85%
PFS
569
Prospera Financial Services
Texas
$242K +$1.29K +12 +0.5%
BCA
570
Biltmore Capital Advisors
New Jersey
$241K +$39.8K +371 +20%
OFG
571
OmniStar Financial Group
North Carolina
$240K +$240K +2,241 New
MCA
572
MSH Capital Advisors
Arizona
$236K +$236K +2,199 New
AWM
573
Altium Wealth Management
New York
$235K +$7.2K +67 +3%
PCA
574
Personal Capital Advisors
California
$229K +$229K +2,166 New
HCP
575
Hexagon Capital Partners
Arkansas
$226K +$5.05K +47 +2%
21 22
23
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