MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

777 hedge funds and large institutions have $25.4B invested in iShares MBS ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 357 increasing their positions, 232 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.18%
New
99
Increased
357
Reduced
232
Closed
54
Calls
$26.5M
Puts
$36.9M
Net Calls
-$10.4M
Net Calls Change
-$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$196M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
SEI Investments
SEI Investments
Pennsylvania
+$128M
4
Ameriprise
Ameriprise
Minnesota
+$124M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$89.3M
2
RIG
RiverFront Investment Group
Virginia
-$58.4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.1M
4
PAIA
Park Avenue Institutional Advisers
New York
-$21.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
251
Equitable Holdings
New York
$4.31M +$485K +5,197 +13%
SCA
252
Snowden Capital Advisors
New York
$4.27M +$728K +7,802 +21%
FFA
253
Farther Finance Advisors
California
$4.25M +$1.05M +11,245 +33%
WWA
254
WCG Wealth Advisors
Nevada
$4.22M +$4.22M +45,294 New
MA
255
Mutual Advisors
Nebraska
$4.2M -$466K -4,995 -10%
RAM
256
Riggs Asset Management
Pennsylvania
$4.15M -$198K -2,126 -5%
PPC
257
Park Place Capital
Alabama
$4.15M -$386K -4,139 -9%
ACG
258
Allen Capital Group
Nebraska
$4.14M +$241K +2,589 +6%
CAG
259
Csenge Advisory Group
Florida
$4.05M +$1.26M +13,499 +45%
WP
260
WealthShield Partners
North Carolina
$4.03M +$107K +1,150 +3%
1WM
261
1900 Wealth Management
Texas
$3.96M -$671K -7,193 -14%
FAT
262
First American Trust
California
$3.94M +$70.8K +759 +2%
KI
263
Kapitalo Investimentos
Brazil
$3.9M -$293K -3,137 -7%
CWM
264
Centurion Wealth Management
Virginia
$3.88M +$52.8K +566 +1%
LA
265
Lindenwold Advisors
Pennsylvania
$3.86M +$1.3M +13,933 +51%
VWA
266
Visionary Wealth Advisors
Illinois
$3.85M +$3.85M +41,293 New
AR
267
Apeiron RIA
Texas
$3.83M +$244K +2,612 +7%
Cerity Partners
268
Cerity Partners
New York
$3.79M -$1.26M -13,515 -25%
PFA
269
Pettinga Financial Advisors
Indiana
$3.78M +$260K +2,791 +7%
FPCP
270
Fort Point Capital Partners
California
$3.77M +$1.14M +12,180 +43%
FM
271
Foster & Motley
Ohio
$3.75M -$11.6M -123,860 -75%
ACP
272
Aveo Capital Partners
Colorado
$3.73M +$3.36M +36,067 +918%
MFA
273
Mayflower Financial Advisors
Massachusetts
$3.7M -$541K -5,802 -13%
IAN
274
Integrated Advisors Network
Texas
$3.63M -$127K -1,359 -3%
JSW
275
Journey Strategic Wealth
New Jersey
$3.61M +$229K +2,458 +7%
9 10
11
12 13