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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 %
LNC
576
Lincoln National Corp
Pennsylvania
$207K -$114K -1,126 -36%
AWM
577
Altium Wealth Management
New York
$207K -$15.4K -151 -7%
HCP
578
Hexagon Capital Partners
Arkansas
$207K -$7.44K -73 -3%
EWMCB
579
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$205K – – –
VHAM
580
Van Hulzen Asset Management
California
$203K -$53.4K -525 -21%
Cerity Partners
581
Cerity Partners
New York
$203K +$203K +1,996 New
Principal Financial Group
582
Principal Financial Group
Iowa
$200K +$200K +1,965 New
SWM
583
Sugarloaf Wealth Management
Georgia
$185K +$509 +5 +0.3%
Fifth Third Bancorp
584
Fifth Third Bancorp
Ohio
$174K -$64.8K -635 -27%
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$165K +$509 +5 +0.3%
MW
586
Milestone Wealth
New York
$161K – – –
FWA
587
FSC Wealth Advisors
New York
$158K -$5.09K -50 -3%
FA
588
Financial Advantage
Maryland
$157K – – –
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$153K -$106K -1,040 -41%
SWM
590
Selective Wealth Management
Virginia
$147K -$34.5K -338 -19%
EW
591
Evoke Wealth
California
$140K – – –
TFGT
592
TS Financial Group (TSFG)
Illinois
$138K – – –
TIM
593
Tevis Investment Management
Texas
$126K +$21.4K +210 +21%
MA
594
MCF Advisors
Kentucky
$121K +$121K +1,184 New
HBT
595
Hills Bank & Trust
Iowa
$115K – – –
CSB
596
City State Bank
Iowa
$110K +$3.57K +35 +3%
DI
597
Disciplined Investments
Oklahoma
$109K – – –
BFEC
598
Benjamin F. Edwards & Company
Missouri
$104K +$4.27K +42 +4%
HI
599
Hudock Inc
Pennsylvania
$103K +$58.6K +576 +132%
AWM
600
Atticus Wealth Management
Florida
$95K +$30.7K +302 +48%
22 23
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