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 %
IA
326
IFG Advisory
Georgia
$2.36M +$407K +4,359 +21%
MYIA
327
Mount Yale Investment Advisors
Colorado
$2.35M +$265K +2,840 +13%
LBC
328
Lowe Brockenbrough & Co
Virginia
$2.31M -$677K -7,261 -23%
QFA
329
Quattro Financial Advisors
Texas
$2.31M +$101K +1,088 +5%
PCM
330
Parsons Capital Management
Rhode Island
$2.3M -$236K -2,533 -9%
KC
331
Kepos Capital
New York
$2.29M +$2.29M +24,600 New
VWM
332
Venturi Wealth Management
Texas
$2.2M +$44.9K +481 +2%
CNC
333
Citizens & Northern Corp
Pennsylvania
$2.19M +$17K +182 +0.8%
CFD
334
Creative Financial Designs
Indiana
$2.18M -$239K -2,560 -10%
VFM
335
Valley Financial Management
New York
$2.18M +$2.18M +23,368 New
SC
336
Sierra Capital
Florida
$2.17M +$130K +1,393 +6%
Creative Planning
337
Creative Planning
Kansas
$2.17M +$1.27M +13,620 +142%
CFG
338
Carr Financial Group
Massachusetts
$2.14M +$420K +4,500 +24%
OAM
339
Oppenheimer Asset Management
New York
$2.11M -$15.4K -165 -0.7%
FWP
340
Firethorn Wealth Partners
Georgia
$2.1M -$205K -2,196 -9%
LIM
341
Leavell Investment Management
Alabama
$2.06M +$148K +1,591 +8%
AA
342
AlphaCentric Advisors
Puerto Rico
$2.05M +$2.05M +21,955 New
LNC
343
Lincoln National Corp
Pennsylvania
$2.04M +$1.08M +11,611 +113%
TPWA
344
TRUE Private Wealth Advisors
Oregon
$2.01M -$843K -9,041 -30%
FPAS
345
Focus Partners Advisor Solutions
Missouri
$2M +$1.31M +14,024 +189%
SFA
346
Sequoia Financial Advisors
Ohio
$1.95M +$107K +1,151 +6%
SAM
347
Strategy Asset Managers
California
$1.95M -$333K -3,574 -15%
BFA
348
BMS Financial Advisors
South Dakota
$1.94M -$1.63M -17,472 -46%
SS
349
Simplicity Solutions
Minnesota
$1.92M +$371K +3,978 +24%
DAS
350
Dynamic Advisor Solutions
Arizona
$1.92M -$645K -6,917 -25%
12 13
14
15 16