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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 %
PG
376
Patten Group
Tennessee
$1.55M +$782K +8,384 +102%
SW
377
Simplicity Wealth
New Jersey
$1.54M +$295K +3,165 +24%
BFM
378
Boothbay Fund Management
New York
$1.54M +$1.54M +16,500 New
GP
379
Girard Partners
Pennsylvania
$1.54M +$21.2K +227 +1%
AWM
380
Alterna Wealth Management
Texas
$1.51M +$199K +2,131 +15%
FLA
381
Financial Life Advisors
Texas
$1.5M +$1.27M +13,609 +542%
WHCI
382
W.H. Cornerstone Investments
Massachusetts
$1.5M +$425K +4,553 +39%
FNB
383
Farmers National Bank
Kentucky
$1.5M – – –
AWM
384
Axxcess Wealth Management
California
$1.5M -$601K -6,444 -29%
FTS
385
Fifth Third Securities
Ohio
$1.48M -$14.2K -152 -1%
AWA
386
Arete Wealth Advisors
Illinois
$1.47M -$8.86K -95 -0.6%
MBT
387
Montecito Bank & Trust
California
$1.47M +$1.47M +15,746 New
BBNA
388
Bremer Bank National Association
Minnesota
$1.46M – – –
PA
389
Parallel Advisors
California
$1.45M -$88.9K -953 -6%
MWAM
390
Manhattan West Asset Management
California
$1.43M +$1.43M +15,343 New
CSPAM
391
Cary Street Partners Asset Management
Virginia
$1.43M +$1.43M +15,304 New
OL
392
Optas LLC
Texas
$1.41M +$197K +2,117 +16%
DWT
393
Dorsey & Whitney Trust
South Dakota
$1.4M -$199K -2,134 -12%
DG
394
DMC Group
Alabama
$1.4M +$64K +686 +5%
JCM
395
Jacobi Capital Management
Pennsylvania
$1.4M -$9.23K -99 -0.7%
AAP
396
Arax Advisory Partners
Colorado
$1.36M -$11.9K -128 -0.9%
NSB
397
Norway Savings Bank
Maine
$1.35M -$266K -2,854 -17%
Parnassus Investments
398
Parnassus Investments
California
$1.34M +$1.34M +14,408 New
CFAM
399
Coury Firm Asset Management
Pennsylvania
$1.33M +$1.22M +13,047 +1,038%
TFA
400
Tranquilli Financial Advisor
New Jersey
$1.32M +$192K +2,060 +17%
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