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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 %
CWM
626
Cedar Wealth Management
California
$47K -$976K -9,576 -95%
HPC
627
HM Payson & Co
Maine
$46K +$46K +450 New
CHA
628
Carmichael Hill & Associates
Maryland
$44K -$5.81K -57 -12%
National Bank of Canada
629
National Bank of Canada
Quebec, Canada
$43K – – –
SBL
630
Sargent Bickham Lagudis
Colorado
$43K +$43K +420 New
JHCP
631
Jackson Hole Capital Partners
Oklahoma
$42K – – –
ACK
632
Andrew C. Karlinski
$41K – – –
AA
633
Ancora Advisors
Ohio
$40K -$164K -1,610 -80%
SL
634
Savior LLC
Massachusetts
$40K – – –
ANBT
635
American National Bank & Trust
Texas
$40K – – –
TF
636
Tompkins Financial
New York
$40K – – –
CP
637
Castleview Partners
Texas
$39K -$846K -8,421 -96%
TWA
638
TCI Wealth Advisors
Arizona
$38K – – –
MWM
639
Mascoma Wealth Management
New Hampshire
$38K +$38K +370 New
AWMS
640
Advocacy Wealth Management Services
Georgia
$37K – – –
BFG
641
Baron Financial Group
New Jersey
$36.8K +$36.8K +361 New
IWP
642
IAG Wealth Partners
Wisconsin
$36K – – –
CIBC Private Wealth Group
643
CIBC Private Wealth Group
Georgia
$36K +$36K +350 New
HCA
644
Heck Capital Advisors
Wisconsin
$34.8K +$102 +1 +0.3%
GAM
645
Gemmer Asset Management
California
$33K – – –
NFSG
646
Newbridge Financial Services Group
Florida
$32K -$101 -1 -0.3%
BA
647
Bellwether Advisors
Nebraska
$32K – – –
TSWM
648
Tyler-Stone Wealth Management
Ohio
$32K – – –
GIA
649
GHP Investment Advisors
Colorado
$32K +$32K +319 New
CAAS
650
Capital Asset Advisory Services
Michigan
$31K – – –
24 25
26
27 28