MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
376
Marshall Wace
United Kingdom
$1.12M +$1.12M +12,100 New
FHA
377
Flagship Harbor Advisors
Massachusetts
$1.08M +$202K +2,179 +23%
Creative Planning
378
Creative Planning
Kansas
$1.07M -$529K -5,703 -33%
CSPAM
379
Cary Street Partners Asset Management
Virginia
$1.07M +$1.07M +11,537 New
FNBT
380
FineMark National Bank & Trust
Florida
$1.06M -$331K -3,564 -24%
HIM
381
Hanlon Investment Management
New Jersey
$1.03M +$605K +6,518 +141%
FFS
382
Founders Financial Securities
Maryland
$1.02M +$600K +6,466 +143%
DADC
383
D.A. Davidson & Co
Montana
$1.02M +$3.53K +38 +0.3%
WFC
384
Western Financial Corp
California
$1.02M -$247K -2,660 -20%
CPG
385
Cornerstone Planning Group
New Jersey
$1.01M +$1.01M +10,546 New
TC
386
Trilogy Capital
California
$1M +$319K +3,444 +47%
SPI
387
Sutton Place Investors
New York
$994K +$681K +7,339 +218%
Charles Schwab
388
Charles Schwab
California
$991K -$392M -4,223,392 -100%
GM
389
GeoWealth Management
Illinois
$990K -$210K -2,268 -18%
BTWM
390
Baker Tilly Wealth Management
Wisconsin
$986K +$627K +6,763 +175%
SFA
391
Source Financial Advisors
New York
$964K -$5.94K -64 -0.6%
FCAM
392
First Citizens Asset Management
North Carolina
$963K +$963K +10,379 New
TI
393
tru Independence
Oregon
$947K -$134K -1,448 -12%
SAG
394
SageView Advisory Group
California
$933K +$933K +10,061 New
CFD
395
Creative Financial Designs
Indiana
$932K -$167K -1,798 -15%
RFG
396
Range Financial Group
Oregon
$930K -$128K -1,384 -12%
DG
397
DMC Group
Alabama
$925K +$51.1K +549 +6%
BIA
398
Bigelow Investment Advisors
Maine
$921K +$359K +3,874 +64%
ACM
399
Arlington Capital Management
Illinois
$921K +$921K +9,933 New
RF
400
RHS Financial
California
$911K +$312K +3,359 +52%
14 15
16
17 18