MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Crabel Capital Management
California
$2.54M +$2.54M +27,412 New
KPWS
277
Kestra Private Wealth Services
Texas
$2.52M +$2.01M +21,688 +393%
SSA
278
Schonfeld Strategic Advisors
New York
$2.52M +$2.52M +27,147 New
Sumitomo Mitsui Trust Group
279
Sumitomo Mitsui Trust Group
Japan
$2.5M +$1.06M +11,468 +74%
JIR
280
James Investment Research
Ohio
$2.46M -$1.46M -15,749 -37%
CA
281
CSM Advisors
Pennsylvania
$2.45M -$204K -2,200 -8%
NRA
282
NSI Retail Advisors
Pennsylvania
$2.45M -$204K -2,200 -8%
VWM
283
Venturi Wealth Management
Texas
$2.44M +$1.61M +17,315 +193%
LA
284
Lindenwold Advisors
Pennsylvania
$2.43M +$478K +5,157 +24%
SCA
285
Snowden Capital Advisors
New York
$2.43M +$394K +4,245 +19%
WI
286
WrapManager Inc
California
$2.41M -$1.1M -11,899 -31%
AR
287
Apeiron RIA
Texas
$2.4M +$2.15M +23,201 +866%
LA
288
LVW Advisors
New York
$2.4M +$2.4M +25,829 New
SSWM
289
Sheets Smith Wealth Management
North Carolina
$2.38M +$2.38M +25,611 New
PFM
290
Parsec Financial Management
North Carolina
$2.36M +$2.36M +25,480 New
WS
291
Wedbush Securities
California
$2.32M +$423K +4,565 +22%
LBC
292
Lowe Brockenbrough & Co
Virginia
$2.31M -$949K -10,232 -29%
PWMG
293
Provence Wealth Management Group
California
$2.29M +$2.29M +24,679 New
SPAS
294
Spectrum Planning & Advisory Services
California
$2.27M +$1.42M +15,317 +167%
VHAM
295
Van Hulzen Asset Management
California
$2.26M +$2.26M +24,389 New
CCMG
296
Clark Capital Management Group
Pennsylvania
$2.26M +$2.26M +24,314 New
TCWA
297
Ten Capital Wealth Advisors
Washington
$2.25M -$36.3K -391 -2%
RSWM
298
Robertson Stephens Wealth Management
California
$2.19M +$2.19M +23,624 New
CNC
299
Citizens & Northern Corp
Pennsylvania
$2.16M +$496K +5,346 +30%
QFA
300
Quattro Financial Advisors
Texas
$2.11M -$1.73M -18,619 -45%
10 11
12
13 14