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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
HCP
576
Hexagon Capital Partners
Arkansas
$226K +$5.06K +47 +2%
TRCT
577
Tower Research Capital (TRC)
New York
$226K +$226K +2,101 New
FG
578
Fiduciary Group
Georgia
$225K -$10.9K -101 -5%
GWM
579
Greenwich Wealth Management
Connecticut
$222K +$3.12K +29 +1%
SHGA
580
Sand Hill Global Advisors
California
$221K +$9.69K +90 +5%
BCI
581
Brinker Capital Investments
Pennsylvania
$221K +$222K +2,060 New
PFA
582
Pure Financial Advisors
California
$220K +$221K +2,051 New
PFA
583
Pinnacle Family Advisors
Missouri
$219K -$6.14K -57 -3%
EWMCB
584
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$217K +$5.92K +55 +3%
DWP
585
Destiny Wealth Partners
Florida
$216K
RCM
586
Requisite Capital Management
Texas
$215K
AA
587
Ancora Advisors
Ohio
$215K +$146K +1,354 +209%
APP
588
Avantax Planning Partners
Iowa
$214K +$215K +1,994 New
WWM
589
Wiser Wealth Management
Georgia
$213K -$8.4K -78 -4%
SCP
590
Silverleafe Capital Partners
Tennessee
$211K
SPWM
591
Schrum Private Wealth Management
Florida
$210K +$210K +1,947 New
ES
592
Eagle Strategies
New York
$209K +$210K +1,948 New
AWA
593
Artemis Wealth Advisors
New York
$204K +$3.23K +30 +2%
RFA
594
Reilly Financial Advisors
California
$203K +$82.5K +766 +68%
CTB
595
Country Trust Bank
Illinois
$196K +$196K +1,822 New
SWM
596
Sugarloaf Wealth Management
Georgia
$195K
SWM
597
Selective Wealth Management
Virginia
$191K +$96.1K +893 +101%
Jones Financial Companies
598
Jones Financial Companies
Missouri
$178K +$28K +260 +19%
Kayne Anderson Rudnick Investment Management
599
Kayne Anderson Rudnick Investment Management
California
$174K
FWA
600
FSC Wealth Advisors
New York
$172K +$172K +1,602 New

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.