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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
$345M
2
Bank of America
Bank of America
North Carolina
$8.34B
3
TF
TIAA FSB
Florida
$201M
4
Citadel Advisors
Citadel Advisors
Florida
$90.5M
5
CSIA
Charles Schwab Investment Advisory
California
$233M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
Stifel Financial
Stifel Financial
Missouri
$255M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$301M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
DIP
DT Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
651
Heck Capital Advisors
Wisconsin
$36.7K -$5.65M -52,542 -99%
GAM
652
Gemmer Asset Management
California
$35K – – –
AFG
653
Albion Financial Group
Utah
$35K +$35K +328 New
BA
654
Bellwether Advisors
Nebraska
$34K -$548K -5,143 -94%
NFSG
655
Newbridge Financial Services Group
Florida
$34K -$1.61K -15 -5%
TSWM
656
Tyler-Stone Wealth Management
Ohio
$34K +$34K +316 New
FA
657
Fortis Advisors
Pennsylvania
$32K -$20.4K -192 -39%
CAL
658
Capital Analysts LLC
Pennsylvania
$32K – – –
CAAS
659
Capital Asset Advisory Services
Michigan
$32K – – –
CH
660
Canton Hathaway
Rhode Island
$31K -$1.5K -14 -5%
WB
661
Webster Bank
Connecticut
$28K – – –
FAG
662
Fortitude Advisory Group
Washington
$28K +$28K +256 New
TFM
663
TFC Financial Management
Massachusetts
$26K +$26K +240 New
WT
664
Washington Trust
Rhode Island
$24K -$2.35K -22 -9%
ACA
665
Aptus Capital Advisors
Alabama
$23K +$19.9K +187 +645%
WB
666
West Bancorporation
Iowa
$21K +$21K +191 New
BW
667
Bison Wealth
Georgia
$20K -$33.2K -315 -62%
FPWM
668
FSB Premier Wealth Management
Iowa
$20K +$20K +190 New
RFWA
669
RPg Family Wealth Advisory
Massachusetts
$15.4K – – –
FRA
670
Front Row Advisors
California
$15K – – –
FCFS
671
First Command Financial Services
Texas
$15K +$15K +143 New
SMA
672
Sage Mountain Advisors
Georgia
$12K – – –
PFA
673
Professional Financial Advisors
Nebraska
$12K +$12K +112 New
CF
674
Concorde Financial
Texas
$11K +$11K +101 New
Qube Research & Technologies (QRT)
675
Qube Research & Technologies (QRT)
United Kingdom
$10K -$906K -8,241 -99%
25 26
27
28 29