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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 %
CA
351
Claro Advisors
Massachusetts
$1.86M +$1.57M +16,850 +541%
CGFA
352
Colton Groome Financial Advisors
North Carolina
$1.84M -$978K -10,487 -35%
FA
353
Forefront Analytics
Pennsylvania
$1.76M -$51.6K -553 -3%
SFS
354
Sowell Financial Services
Arkansas
$1.74M +$470K +5,039 +37%
ACM
355
Antonetti Capital Management
Florida
$1.74M – – –
CFA
356
Camarda Financial Advisors
Florida
$1.74M +$68.6K +736 +4%
CFG
357
Cooper Financial Group
California
$1.74M +$28.6K +307 +2%
LA
358
Lane & Associates
New Jersey
$1.73M +$555K +5,952 +47%
JE
359
JMAC Enterprises
Pennsylvania
$1.73M +$81.6K +875 +5%
FHA
360
Flagship Harbor Advisors
Massachusetts
$1.72M +$549K +5,890 +47%
BF
361
Blankinship & Foster
California
$1.7M +$19.9K +213 +1%
RW
362
Regimen Wealth
Georgia
$1.69M -$135K -1,449 -7%
OMC
363
Old Mission Capital
Illinois
$1.67M +$1.67M +17,923 New
RCS
364
Retirement Capital Strategies
California
$1.64M +$1.64M +17,567 New
PFGIA
365
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M -$194K -2,080 -11%
AR
366
Advisory Research
Illinois
$1.63M – – –
HIM
367
Hanlon Investment Management
New Jersey
$1.63M +$427K +4,579 +36%
DFC
368
DB Fitzpatrick & Co
Idaho
$1.61M +$79.5K +852 +5%
SPC
369
Sigma Planning Corp
Michigan
$1.61M +$38.1K +409 +2%
Millennium Management
370
Millennium Management
New York
$1.6M -$365K -3,909 -19%
FNC
371
First National Corp
Massachusetts
$1.59M -$167K -1,791 -9%
JIP
372
Jaffetilchin Investment Partners
Florida
$1.59M -$2.11M -22,675 -57%
IPW
373
Impact Partnership Wealth
Georgia
$1.58M +$1.58M +16,925 New
SWP
374
Stratos Wealth Partners
Ohio
$1.56M +$382K +4,099 +32%
TLFA
375
True Link Financial Advisors
California
$1.56M – – –
13 14
15
16 17