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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
$2.6B
2
AF
Allworth Financial
California
$139M
3
CW
Connectus Wealth
Ohio
$66.6M
4
BA
Bridgewater Associates
Connecticut
$65.6M
5
CSIA
Charles Schwab Investment Advisory
California
$284M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.12B
2
Jane Street
Jane Street
New York
$0
3
Wells Fargo
Wells Fargo
California
$262M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.81M
5
GPC
Garrison Point Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
651
Capital Analysts LLC
Pennsylvania
$28K -$3.09K -30 -10%
EIP
652
Ellis Investment Partners
Pennsylvania
$27K -$56.9K -561 -68%
FA
653
Fortis Advisors
Pennsylvania
$27K -$3.55K -35 -12%
WB
654
Webster Bank
Connecticut
$27K – – –
ZIG
655
Zullo Investment Group
Pennsylvania
$26K -$8.84K -87 -25%
FAG
656
Fortitude Advisory Group
Washington
$26K +$301 +3 +1%
DWMG
657
DB Wealth Management Group
California
$23K -$33.7K -336 -59%
WT
658
Washington Trust
Rhode Island
$23K – – –
KC
659
Kepos Capital
New York
$20K -$130K -1,300 -87%
VRM
660
Vectors Research Management
New York
$19K -$17.7K -172 -48%
GTAM
661
Global Trust Asset Management
Florida
$19K +$19K +189 New
VCM
662
Vigilant Capital Management
Maine
$18K +$18K +179 New
Jones Financial Companies
663
Jones Financial Companies
Missouri
$17K -$149K -1,484 -90%
AFG
664
Albion Financial Group
Utah
$17K -$17K -164 -50%
KSWA
665
Kathleen S. Wright Associates
Pennsylvania
$17K +$17K +166 New
MCC
666
Money Concepts Capital
Florida
$15K +$15K +146 New
HR
667
Howe & Rusling
New York
$15K +$15K +152 New
CIAS
668
CFS Investment Advisory Services
New Jersey
$15K +$14.9K +1,467,713 +11,058%
FRA
669
Front Row Advisors
California
$14K – – –
DZ Bank
670
DZ Bank
Germany
$14K +$14K +140 New
DWA
671
Delos Wealth Advisors
Texas
$13K +$4.2K +42 +48%
BW
672
Bison Wealth
Georgia
$11K -$8.91K -85 -45%
SMA
673
Sage Mountain Advisors
Georgia
$11K – – –
HBW
674
Hazlett, Burt & Watson
West Virginia
$11K +$11K +104 New
RFWA
675
RPg Family Wealth Advisory
Massachusetts
$10.1K -$4.48K -44 -31%
25 26
27
28 29