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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 %
DIP
726
DT Investment Partners
Pennsylvania
– -$32.6M -301,032 Closed
ACI
727
AMP Capital Investors
Australia
– -$16.7M -153,598 Closed
BPWM
728
Badgley Phelps Wealth Managers
Washington
– -$15.6M -144,511 Closed
CI
729
CX Institutional
Indiana
– -$10.9M -100,726 Closed
WFI
730
West Family Investments
California
– -$9.3M -85,960 Closed
LBC
731
Lowe Brockenbrough & Co
Virginia
– -$6.93M -64,057 Closed
GRP
732
Global Retirement Partners
California
– -$6.84M -63,263 Closed
FPGK
733
Financial Partners Group (Kansas)
Kansas
– -$4.09M -37,822 Closed
QFA
734
Quattro Financial Advisors
Texas
– -$3.9M -36,180 Closed
CS
735
Credit Suisse
Switzerland
– -$3.82M -35,300 Closed
WWM
736
WJ Wealth Management
Arizona
– -$3.61M -33,393 Closed
NAG
737
Northstar Advisory Group
New Jersey
– -$3.48M -32,178 Closed
CWM
738
CCG Wealth Management
California
– -$2.19M -20,232 Closed
DLHL
739
Donald L. Hagan LLC
Florida
– -$1.4M -12,943 Closed
BA
740
Ballew Advisors
Mississippi
– -$1.26M -11,706 Closed
CST
741
Charles Schwab Trust
Nevada
– -$1.15M -10,672 Closed
SLWA
742
San Luis Wealth Advisors
California
– -$1.02M -9,459 Closed
BEI
743
Benjamin Edwards Inc
Missouri
– -$980K -9,061 Closed
MCIA
744
Mountain Capital Investment Advisors
Colorado
– -$834K -7,734 Closed
NW
745
NewEdge Wealth
Pennsylvania
– -$829K -7,666 Closed
LA
746
LexAurum Advisors
Kansas
– -$783K -7,244 Closed
SIM
747
Stratos Investment Management
Ohio
– -$621K -5,738 Closed
Wolverine Trading
748
Wolverine Trading
Illinois
– -$549K -5,079 Closed
FFN
749
Focus Financial Network
Minnesota
– -$511K -4,722 Closed
SS
750
Simplicity Solutions
Minnesota
– -$493K -4,563 Closed
28 29
30
31 32