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.

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 %
TSA
151
Tri-Star Advisors
Texas
$7.3M -$685K -6,937 -9%
RTS
152
Round Table Services
New Jersey
$7.28M +$5.89M +57,866 +425%
SAM
153
SP Asset Management
California
$7.25M -$1.28M -12,569 -15%
KCM
154
Karp Capital Management
California
$7.19M +$820K +8,054 +13%
DBT
155
Dubuque Bank & Trust
Iowa
$7.18M -$299K -2,939 -4%
EH
156
Equitable Holdings
New York
$7.15M +$315K +3,094 +5%
ACA
157
Anchor Capital Advisors
Massachusetts
$7.04M -$6.5M -63,818 -48%
FCA
158
FLC Capital Advisors
California
$6.98M -$483K -4,742 -6%
CWM
159
Cabot Wealth Management
Massachusetts
$6.92M -$171K -1,679 -2%
LBC
160
Lowe Brockenbrough & Co
Virginia
$6.84M +$6.84M +67,111 New
SW
161
SteelPeak Wealth
California
$6.72M +$465K +4,561 +7%
TIM
162
Tortoise Investment Management
New York
$6.63M -$8.85M -86,857 -57%
MWC
163
MBM Wealth Consultants
Missouri
$6.58M +$365K +3,584 +6%
SWRP
164
Summit Wealth & Retirement Planning
California
$6.56M -$2.42M -23,753 -27%
TPCW
165
TD Private Client Wealth
New York
$6.48M +$436K +4,281 +7%
1WM
166
1900 Wealth Management
Texas
$6.43M -$1.62M -15,864 -20%
SIA
167
SkyView Investment Advisors
New Jersey
$6.28M +$420K +4,303 +7%
PAG
168
Private Advisor Group
New Jersey
$6.04M -$1.87M -18,391 -24%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$6.02M -$215K -2,115 -3%
FCAG
170
First Capital Advisors Group
New Jersey
$6.01M -$1.17M -11,450 -16%
AI
171
Atria Investments
North Carolina
$5.97M -$386K -3,792 -6%
Mercer Global Advisors
172
Mercer Global Advisors
Colorado
$5.96M -$143K -1,402 -2%
C1AG
173
Client 1st Advisory Group
Florida
$5.76M -$384K -3,767 -6%
SFA
174
Semmax Financial Advisors
North Carolina
$5.74M -$2.76M -27,122 -32%
First Trust Advisors
175
First Trust Advisors
Illinois
$5.54M +$6.42K +63 +0.1%
5 6
7
8 9