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iShares MBS ETF
MBB

Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$350M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$263M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M
4
RWP
RWA Wealth Partners
Massachusetts
+$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$739M
2
OPAM
Ocean Park Asset Management
California
-$182M
3
Jane Street
Jane Street
New York
-$96.8M
4
RJA
Raymond James & Associates
Florida
-$83M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLFA
376
True Link Financial Advisors
California
$1.47M -$13.3K -150 -0.9%
Northern Trust
377
Northern Trust
Illinois
$1.46M +$1.46M +16,433 New
LA
378
Lane & Associates
New Jersey
$1.44M -$209K -2,356 -13%
FLA
379
Financial Life Advisors
Texas
$1.43M +$3.37K +38 +0.2%
FNB
380
Farmers National Bank
Kentucky
$1.43M – – –
FTS
381
Fifth Third Securities
Ohio
$1.42M +$19.7K +222 +1%
WWM
382
Western Wealth Management
Colorado
$1.42M +$260K +2,926 +22%
JCM
383
Jacobi Capital Management
Pennsylvania
$1.41M +$81.3K +915 +6%
BBNA
384
Bremer Bank National Association
Minnesota
$1.39M – – –
NW
385
NewEdge Wealth
Pennsylvania
$1.38M +$364K +4,100 +36%
CFG
386
Cooper Financial Group
California
$1.37M -$282K -3,178 -17%
DWT
387
Dorsey & Whitney Trust
South Dakota
$1.37M +$37.2K +419 +3%
AIA
388
Alternative Investment Advisors
Florida
$1.36M +$1.36M +15,334 New
SAS
389
Stelac Advisory Services
New York
$1.35M +$283K +3,186 +27%
FPAS
390
Focus Partners Advisor Solutions
Missouri
$1.34M -$562K -6,332 -30%
MBT
391
Montecito Bank & Trust
California
$1.34M -$58.5K -659 -4%
PA
392
Parallel Advisors
California
$1.34M -$45.2K -509 -3%
AWM
393
Alterna Wealth Management
Texas
$1.33M -$106K -1,195 -7%
GWP
394
Gateway Wealth Partners
Wisconsin
$1.32M +$212K +2,388 +19%
TFA
395
Tranquilli Financial Advisor
New Jersey
$1.32M +$70.1K +789 +6%
OL
396
Optas LLC
Texas
$1.31M -$31.9K -359 -2%
BWM
397
Baystate Wealth Management
Massachusetts
$1.3M +$96.9K +1,091 +8%
SF
398
Synovus Financial
Georgia
$1.29M +$186K +2,092 +17%
RF
399
RHS Financial
California
$1.27M +$63.4K +714 +5%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M -$292K -3,286 -19%
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16
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