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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 %
WDC
751
Woodward Diversified Capital
California
– -$275K -2,563 Closed
AFP
752
Ausdal Financial Partners
Iowa
– -$267K -2,488 Closed
LAS
753
LWM Advisory Services
Florida
– -$258K -2,401 Closed
TIP
754
Torray Investment Partners
Maryland
– -$257K -2,392 Closed
PCA
755
Pallas Capital Advisors
Massachusetts
– -$242K -2,284 Closed
MCA
756
MSH Capital Advisors
Arizona
– -$236K -2,199 Closed
PCA
757
Personal Capital Advisors
California
– -$229K -2,166 Closed
FG
758
Fiduciary Group
Georgia
– -$225K -2,095 Closed
GWM
759
Greenwich Wealth Management
Connecticut
– -$222K -2,071 Closed
PFA
760
Pure Financial Advisors
California
– -$220K -2,051 Closed
PFA
761
Pinnacle Family Advisors
Missouri
– -$219K -2,036 Closed
APP
762
Avantax Planning Partners
Iowa
– -$214K -1,994 Closed
WWM
763
Wiser Wealth Management
Georgia
– -$213K -1,980 Closed
SCP
764
Silverleafe Capital Partners
Tennessee
– -$211K -1,966 Closed
ES
765
Eagle Strategies
New York
– -$209K -1,948 Closed
SPWM
766
Schrum Private Wealth Management
Florida
– -$210K -1,947 Closed
CTB
767
Country Trust Bank
Illinois
– -$196K -1,822 Closed
AII
768
AGF Investments Inc
Ontario, Canada
– -$134K -1,244 Closed
Simplex Trading
769
Simplex Trading
Illinois
– -$105K -981 Closed
OIS
770
Okabena Investment Services
Minnesota
– -$97K -907 Closed
MP
771
McDonald Partners
Ohio
– -$80.4K -748 Closed
ACM
772
Absolute Capital Management
Pennsylvania
– -$80.4K -748 Closed
IAG
773
Investmark Advisory Group
Connecticut
– -$75K -701 Closed
FFG
774
Ford Financial Group
California
– -$42 -400 Closed
CH
775
Canton Hathaway
Rhode Island
– -$31K -290 Closed
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