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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
+$262M
3
Jane Street
Jane Street
New York
+$221M
4
CSIA
Charles Schwab Investment Advisory
California
+$175M
5
Ameriprise
Ameriprise
Minnesota
+$111M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$438M
2
Bank of America
Bank of America
North Carolina
-$310M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$183M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$143M
5
RJA
Raymond James & Associates
Florida
-$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
326
Keystone Wealth Services
California
$1.05M -$7.02K -72 -0.7%
PG
327
Patten Group
Tennessee
$1.05M -$13.9K -143 -1%
DADC
328
D.A. Davidson & Co
Montana
$1.05M -$385K -3,948 -27%
CWS
329
Cypress Wealth Services
California
$1.04M +$58.5K +600 +6%
AWM
330
Alterna Wealth Management
Texas
$1.04M +$168K +1,722 +19%
MA
331
Mutual Advisors
Nebraska
$1.04M -$470K -4,822 -31%
SFM
332
Signet Financial Management
New Jersey
$1.03M -$1.08M -11,114 -51%
PA
333
Parallel Advisors
California
$1.03M -$225K -2,305 -18%
OPS
334
Orion Portfolio Solutions
Nebraska
$1.03M +$60.3K +619 +6%
CAM
335
Cresset Asset Management
Illinois
$1.02M -$24.1K -247 -2%
HWMA
336
Heritage Wealth Management (Arizona)
Arizona
$1M -$867K -8,894 -46%
GIA
337
Gladstone Institutional Advisory
Florida
$984K -$29.2K -299 -3%
RW
338
Rede Wealth
Virginia
$982K -$99.6K -1,021 -9%
VWM
339
Venturi Wealth Management
Texas
$981K +$981K +10,067 New
MHB
340
Midwest Heritage Bank
Iowa
$966K -$177K -1,818 -16%
UB
341
UMB Bank
Missouri
$965K -$2.12M -21,779 -69%
JWCA
342
J.W. Cole Advisors
Florida
$957K -$304K -3,122 -24%
FFA
343
Fragasso Financial Advisors
Pennsylvania
$949K +$949K +9,733 New
HFW
344
Horizon Family Wealth
Illinois
$942K -$155K -1,594 -14%
MAG
345
Mayfair Advisory Group
Alabama
$940K +$940K +9,363 New
GFPC
346
Global Financial Private Client
Florida
$933K -$279K -2,844 -23%
MFG
347
MidWestOne Financial Group
Iowa
$923K -$49K -503 -5%
AF
348
Advisornet Financial
Minnesota
$916K -$49.2K -505 -5%
PFGIA
349
Patriot Financial Group Insurance Agency
Massachusetts
$910K -$105K -1,079 -10%
BFA
350
BMS Financial Advisors
South Dakota
$905K -$9.56K -89 -1%
12 13
14
15 16