MBB icon

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.

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
1
JPMorgan Chase & Co
New York
$2.6B
2
AF
2
Allworth Financial
California
$139M
3
CW
3
Connectus Wealth
Ohio
$66.6M
4
BA
4
Bridgewater Associates
Connecticut
$65.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.12B
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$262M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.81M
5
GPC
5
Garrison Point Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAG
51
Polaris Wealth Advisory Group
California
$38.3M +$37.6M +376,092 +5,272%
KeyBank National Association
52
KeyBank National Association
Ohio
$36.9M -$5.11M -50,157 -12%
AIA
53
Avalon Investment & Advisory
Texas
$36.3M -$31.3M -307,508 -46%
SMFG
54
Sumitomo Mitsui Financial Group
Japan
$35.8M +$1.67M +16,397 +5%
KFP
55
KB Financial Partners
New Jersey
$35M +$3.5M +34,318 +11%
MFWM
56
Motley Fool Wealth Management
Virginia
$34.4M +$5.97M +58,598 +21%
ZIG
57
Zurich Insurance Group
Switzerland
$34.4M – – –
CIBC Asset Management
58
CIBC Asset Management
Ontario, Canada
$34.2M +$8.05M +79,004 +31%
PPA
59
Parametric Portfolio Associates
Washington
$33.9M +$31.4M +308,305 +1,278%
BFM
60
Boothbay Fund Management
New York
$33.5M +$19.6M +192,828 +142%
SEI Investments
61
SEI Investments
Pennsylvania
$33M +$1.26M +12,332 +4%
JSA
62
Jacobson & Schmitt Advisors
Wisconsin
$32.5M +$414K +4,060 +1%
GI
63
Gradient Investments
Minnesota
$31.5M -$45.3M -444,846 -59%
MML Investors Services
64
MML Investors Services
Massachusetts
$31.2M +$836K +8,203 +3%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$29.4M -$947K -9,293 -3%
MMA
66
Miracle Mile Advisors
California
$28.8M +$7.95M +78,026 +38%
UBS AM
67
UBS AM
Illinois
$28.4M -$16.2M – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$26.7M +$749K +7,354 +3%
WJA
69
Willis Johnson & Associates
Texas
$26.1M -$2.55M -24,992 -9%
PAS
70
Park Avenue Securities
New York
$25.9M +$491K +4,824 +2%
BWM
71
BerganKDV Wealth Management
Minnesota
$25.9M +$428K +4,197 +2%
SFPM
72
Sensible Financial Planning & Management
Massachusetts
$24.7M +$24.7M +242,294 New
AWS
73
AJ Wealth Strategies
New York
$24.4M +$308K +3,027 +1%
CIM
74
Confluence Investment Management
Missouri
$23.6M -$15.5M -152,583 -40%
AWM
75
AE Wealth Management
Kansas
$23.4M -$68.1M -668,129 -74%
1 2
3
4 5