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iShares MBS ETF

722 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 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 71

6% more funds holding

Funds holding: 681722 (+41)

3% more capital invested

Capital invested by funds: $22.3B → $23B (+$734M)

0.99% more ownership

Funds ownership: 88.96%89.95% (+0.99%)

2% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 261

10% less funds holding in top 10

Funds holding in top 10: 6155 (-6)

72% less call options, than puts

Call options by funds: $204K | Put options by funds: $731K

Holders
722
Holders Change
+41
Holders Change %
+6.02%
% of All Funds
11.11%
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
71
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
751
Simplicity Solutions
Minnesota
-$493K -4,563 Closed
VWM
752
Vigilare Wealth Management
Arizona
-$489K -4,522 Closed
AP
753
Advisor Partners
California
-$475K -4,391 Closed
Barclays
754
Barclays
United Kingdom
-$442K -4,086 Closed
BFA
755
Beacon Financial Advisory
Ohio
-$414K -3,824 Closed
LA
756
LVW Advisors
New York
-$392K -3,627 Closed
KA
757
Kovack Advisors
Florida
-$389K -3,600 Closed
EWA
758
EP Wealth Advisors
California
-$388K -3,584 Closed
USCWA
759
U.S. Capital Wealth Advisors
Texas
-$387K -3,582 Closed
WANY
760
Wealthspire Advisors (New York)
New York
-$365K -3,376 Closed
BAM
761
Barrett Asset Management
New York
-$335K -3,095 Closed
RWB
762
RMR Wealth Builders
New Jersey
-$313K -2,899 Closed
RPG
763
Resource Planning Group
Georgia
-$272K -2,518 Closed
WWM
764
WT Wealth Management
Arizona
-$263K -2,428 Closed
Principal Financial Group
765
Principal Financial Group
Iowa
-$238K -2,200 Closed
WIC
766
Whitegate Investment Counselors
New Hampshire
-$236K -2,186 Closed
RIA
767
Realta Investment Advisors
Delaware
-$233K -2,152 Closed
SFG
768
SevenBridge Financial Group
Pennsylvania
-$232K -2,149 Closed
MGIA
769
Moneta Group Investment Advisors
Missouri
-$226K -2,090 Closed
RA
770
Riversedge Advisors
Delaware
-$225K -2,085 Closed
TWM
771
Titus Wealth Management
California
-$205K -1,885 Closed
GPA
772
Guidance Point Advisors
Massachusetts
-$186K -1,721 Closed
Bessemer Group
773
Bessemer Group
New Jersey
-$150K -1,388 Closed
AIA
774
Angeles Investment Advisors
California
-$104K -960 Closed
AWA
775
Arkadios Wealth Advisors
Georgia
-$91K -850 Closed

MBB Hedge Fund Activity: Q4 2021 in Review

722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2021, worth a combined $23B — up 3.3% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MBB positions and 71 closed out — a net gain of 53 holders — while 257 added to existing stakes and 261 trimmed.

The largest buyer was Jane Street, adding an estimated $345M. The largest seller was Stifel Financial, cutting an estimated $46.6M.

  • 722 institutional investors held iShares MBS ETF (MBB) as of Q4 2021, up from 681 in Q3 2021.
  • Funds reported $23B of iShares MBS ETF stock for Q4 2021, up 3.3% quarter-over-quarter.
  • 124 funds opened new iShares MBS ETF positions in Q4 2021 and 71 closed out, a net change of +53 holders.
  • The largest iShares MBS ETF buyer in Q4 2021 was Jane Street, an estimated $345M added.
  • The largest iShares MBS ETF seller in Q4 2021 was Stifel Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q4 2021.