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iShares MBS ETF
MBB

Overview Fund Activity

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
US Bancorp
Minnesota
$282M
3
Jane Street
Jane Street
New York
$221M
4
CSIA
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$406M
2
Bank of America
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
Raymond James & Associates
Florida
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$2.64M -$377K -3,863 -13%
SAM
227
Securian Asset Management
Minnesota
$2.57M +$2.57M +26,350 New
Parallax Volatility Advisers
228
Parallax Volatility Advisers
California
$2.55M +$2.55M +26,193 New
EH
229
Equitable Holdings
New York
$2.55M -$4.29M -44,028 -63%
TPCW
230
TD Private Client Wealth
New York
$2.53M -$3.67M -37,653 -59%
FWP
231
FAS Wealth Partners
Kansas
$2.51M -$62.1K -637 -2%
HFA
232
High Falls Advisors
New York
$2.49M -$22.6K -232 -0.9%
TCWA
233
Ten Capital Wealth Advisors
Washington
$2.47M -$146K -1,501 -6%
MIAN
234
Mariner Independent Advisor Network
Kansas
$2.4M -$1.23M -12,668 -34%
CWP
235
Concord Wealth Partners
Virginia
$2.38M -$46.4K -476 -2%
IDBONY
236
Israel Discount Bank of New York
New York
$2.34M -$7.02K -72 -0.3%
MAM
237
MMA Asset Management
Pennsylvania
$2.28M -$53.4K -548 -2%
OAM
238
Oppenheimer Asset Management
New York
$2.28M -$140K -1,431 -6%
Millennium Management
239
Millennium Management
New York
$2.27M +$1.89M +19,340 +488%
SHJ
240
Sharkey, Howes & Javer
Colorado
$2.27M +$192K +1,969 +9%
FIA
241
Foundations Investment Advisors
Arizona
$2.21M +$1.19M +12,176 +117%
NYLIM
242
New York Life Investment Management
New York
$2.2M +$2.2M +22,558 New
CWM
243
Centric Wealth Management
Illinois
$2.19M +$18.5K +190 +0.9%
APW
244
Austin Private Wealth
Texas
$2.16M +$666K +6,828 +44%
SAS
245
Stelac Advisory Services
New York
$2.16M -$220K -2,260 -9%
QA
246
Quantitative Advantage
Minnesota
$2.14M +$181K +1,854 +9%
FA
247
Forefront Analytics
Pennsylvania
$2.13M -$935K -9,588 -31%
AAM
248
Autus Asset Management
Arizona
$2.12M -$851K -8,730 -29%
SWP
249
Stratos Wealth Partners
Ohio
$2.09M -$967K -9,920 -32%
LWM
250
Liberty Wealth Management
California
$2.09M -$67.2K -691 -3%
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