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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 %
WFA
351
Wells Financial Advisors
Massachusetts
$898K -$398K -4,081 -31%
WAS
352
Wealth Advisory Solutions
Indiana
$893K +$4.29K +44 +0.5%
MC
353
Moors & Cabot
Massachusetts
$892K +$99.8K +1,024 +13%
ACM
354
Anfield Capital Management
California
$891K -$195 -2 -0%
WI
355
WBI Investments
New Jersey
$876K -$1.15M -11,911 -57%
TWM
356
Tradition Wealth Management
Minnesota
$870K -$294K -3,020 -25%
TFA
357
Teamwork Financial Advisors
Texas
$864K -$33.2K -341 -4%
PP
358
Patron Partners
Texas
$851K +$851K +8,731 New
DG
359
DMC Group
Alabama
$846K +$46.7K +478 +6%
CA
360
Cetera Advisors
Colorado
$845K -$154K -1,580 -15%
SC
361
Sierra Capital
Florida
$845K -$68.3K -700 -7%
Federated Hermes
362
Federated Hermes
Pennsylvania
$838K +$528K +5,419 +170%
PBO
363
Peoples Bank (Ohio)
Ohio
$812K – – –
BAM
364
BTS Asset Management
Massachusetts
$812K +$10.7K +110 +1%
LIM
365
Leavell Investment Management
Alabama
$802K +$802K +8,222 New
CC
366
Cypress Capital
Tennessee
$800K +$16.7K +171 +2%
FT
367
Fiduciary Trust
Massachusetts
$791K +$345K +3,540 +77%
B
368
Barings
North Carolina
$790K – – –
SW
369
SVB Wealth
Massachusetts
$788K +$248K +2,544 +46%
WA
370
WBH Advisory
Maryland
$786K +$106K +1,090 +16%
FHA
371
Flagship Harbor Advisors
Massachusetts
$784K +$784K +8,040 New
Koshinski Asset Management
372
Koshinski Asset Management
Illinois
$783K -$442K -4,530 -36%
NL
373
NVWM LLC
Pennsylvania
$783K +$783K +8,028 New
KFSC
374
Keystone Financial Services (Colorado)
Colorado
$781K +$50.4K +508 +7%
FNBOSM
375
First National Bank of South Miami
Florida
$766K -$143K -1,470 -16%
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