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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
+$344M
2
Bank of America
Bank of America
North Carolina
+$200M
3
TF
TIAA FSB
Florida
+$175M
4
Citadel Advisors
Citadel Advisors
Florida
+$90.5M
5
CSIA
Charles Schwab Investment Advisory
California
+$89.2M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$73.8M
2
Stifel Financial
Stifel Financial
Missouri
-$46.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$36.9M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$35.4M
5
DIP
DT Investment Partners
Pennsylvania
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
201
Parsons Capital Management
Rhode Island
$5.18M +$9.24K +86 +0.2%
HGWM
202
Horst & Graben Wealth Management
Oregon
$5.17M -$5.16M -48,026 -50%
CM
203
Cornerstone Management
Georgia
$5.13M -$502K -4,673 -9%
WF
204
Williams Financial
Vermont
$5.1M +$644K +5,993 +14%
KAS
205
Kestra Advisory Services
Texas
$5.1M -$2.48M -23,105 -33%
NCM
206
Northwest Capital Management
Oregon
$5.04M -$9.79M -93,245 -66%
WFC
207
Western Financial Corp
California
$5M -$39.3K -366 -0.8%
CA
208
Continuum Advisory
Idaho
$4.99M +$4.99M +46,451 New
SAM
209
Strategy Asset Managers
California
$4.97M -$2.2M -20,440 -31%
WCM
210
Wunderlich Capital Managemnt
Tennessee
$4.96M +$31.5K +293 +0.6%
BWP
211
Bernardo Wealth Planning
Pennsylvania
$4.84M +$112K +1,046 +2%
OPS
212
Orion Portfolio Solutions
Nebraska
$4.82M +$377K +3,508 +8%
ACG
213
Allen Capital Group
Nebraska
$4.79M +$2.27M +21,138 +90%
IIA
214
IPG Investment Advisors
California
$4.77M +$4.77M +44,379 New
NSB
215
Norway Savings Bank
Maine
$4.65M -$100K -934 -2%
TWM
216
Tradition Wealth Management
Minnesota
$4.61M -$36.6K -341 -0.8%
CA
217
Corrado Advisors
New Jersey
$4.6M -$172K -1,597 -4%
ACM
218
Antonetti Capital Management
Florida
$4.49M -$21.5K -200 -0.5%
SIA
219
Soltis Investment Advisors
Utah
$4.44M -$1.43M -13,289 -24%
SSWM
220
Smith Salley Wealth Management
North Carolina
$4.31M +$580K +5,402 +16%
SWM
221
Spire Wealth Management
Virginia
$4.27M +$3.98K +37 +0.1%
B
222
Bailard
California
$4.24M -$3.48M -32,433 -45%
AR
223
Advisory Research
Illinois
$4.2M -$500K -4,655 -11%
SWP
224
ShoreHaven Wealth Partners
New Jersey
$4.2M +$4.62K +43 +0.1%
NL
225
NWAM LLC
Washington
$4.14M +$674K +6,276 +19%
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