MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$350M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$263M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M
4
RWP
RWA Wealth Partners
Massachusetts
+$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$739M
2
OPAM
Ocean Park Asset Management
California
-$182M
3
Jane Street
Jane Street
New York
-$96.8M
4
RJA
Raymond James & Associates
Florida
-$83M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
276
Integrated Advisors Network
Texas
$3.37M -$86.8K -977 -3%
FAG
277
Financial Advisory Group
Texas
$3.34M -$2.12M -23,885 -39%
PCA
278
Prosperity Capital Advisors
Ohio
$3.33M +$530K +5,972 +19%
MA
279
Mutual Advisors
Nebraska
$3.28M -$710K -7,999 -18%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$3.24M +$828K +9,325 +34%
FM
281
Foster & Motley
Ohio
$3.23M -$343K -3,867 -10%
PG
282
Proffitt & Goodson
Tennessee
$3.16M -$187K -2,105 -6%
AR
283
Apeiron RIA
Texas
$3.14M -$503K -5,661 -14%
IDBONY
284
Israel Discount Bank of New York
New York
$3.13M +$888 +10 +0%
HI
285
Harbour Investments
Wisconsin
$3.11M -$303K -3,415 -9%
CWM
286
Centurion Wealth Management
Virginia
$3.08M -$610K -6,870 -17%
PTC
287
Private Trust Company
Ohio
$3.07M -$186K -2,094 -6%
PWMG
288
Pinnacle Wealth Management Group
Michigan
$2.95M +$2.95M +33,177 New
SWP
289
ShoreHaven Wealth Partners
New Jersey
$2.94M +$75K +845 +3%
HFW
290
Horizon Family Wealth
Illinois
$2.89M +$252K +2,835 +10%
ACA
291
Ackerman Capital Advisors
Texas
$2.88M -$1.41M -15,894 -33%
SCA
292
Snowden Capital Advisors
New York
$2.87M -$1.19M -13,449 -29%
ACM
293
Arlington Capital Management
Illinois
$2.85M -$11.2K -126 -0.4%
CAS
294
Coppell Advisory Solutions
Texas
$2.82M +$2.58M +27,849 +1,108%
IWS
295
Insight Wealth Strategies
California
$2.8M -$16.3M -183,789 -85%
DI
296
DFPG Investments
Utah
$2.78M -$382K -4,328 -12%
LIM
297
Leavell Investment Management
Alabama
$2.77M +$808K +9,103 +41%
WS
298
Wedbush Securities
California
$2.74M -$158K -1,784 -5%
Brown Advisory
299
Brown Advisory
Maryland
$2.72M -$435K -4,896 -14%
HPM
300
Hoxton Planning & Management
West Virginia
$2.7M -$342K -3,856 -11%
10 11
12
13 14