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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
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 %
TFM
776
TFC Financial Management
Massachusetts
– -$26K -240 Closed
WB
777
West Bancorporation
Iowa
– -$21K -191 Closed
FPWM
778
FSB Premier Wealth Management
Iowa
– -$20K -190 Closed
FCFS
779
First Command Financial Services
Texas
– -$15K -143 Closed
CF
780
Concorde Financial
Texas
– -$11K -101 Closed
EBA
781
Eagle Bay Advisors
New York
– -$10K -91 Closed
CI
782
Cordant Inc
Oregon
– -$10K -91 Closed
LWCFA
783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -75 Closed
RP
784
Rice Partnership
Hawaii
– -$8K -73 Closed
CCM
785
Chilton Capital Management
Texas
– -$7K -64 Closed
BFO
786
Biltmore Family Office
North Carolina
– -$7K -62 Closed
CWS
787
Confluence Wealth Services
Pennsylvania
– -$5K -54 Closed
MIM
788
MTM Investment Management
South Carolina
– -$4K -38 Closed
TCWM
789
Total Clarity Wealth Management
Illinois
– -$4K -37 Closed
GC
790
Gould Capital
Washington
– -$4K -35 Closed
TFO
791
Tarbox Family Office
California
– -$3K -30 Closed
EA
792
Evolution Advisers
Virginia
– -$2K -25 Closed
WTA
793
Washington Trust Advisors
Massachusetts
– -$2K -22 Closed
GWMIA
794
Global Wealth Management Investment Advisory
Florida
– -$2K -16 Closed
Cohen & Steers
795
Cohen & Steers
New York
– -$1K -11 Closed
HFS
796
Hantz Financial Services
Michigan
– -$1K -7 Closed
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
– -$1K -5 Closed
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