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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 %
SFG
401
Summit Financial Group
West Virginia
$642K – – –
T
402
TCWP
Ohio
$637K -$742K -7,624 -54%
1WA
403
180 Wealth Advisors
Washington
$637K -$52.1K -531 -8%
CAN
404
Claraphi Advisory Network
United States
$633K +$75.1K +770 +13%
BAM
405
Belpointe Asset Management
Nevada
$626K +$47.5K +487 +8%
MPW
406
MA Private Wealth
California
$626K +$626K +6,399 New
CWG
407
Crown Wealth Group
North Carolina
$614K +$68K +698 +12%
AFA
408
American Financial Advisors
Georgia
$612K -$58.2K -597 -9%
TC
409
Telemus Capital
Michigan
$608K -$103K -1,053 -14%
CST
410
Charles Schwab Trust
Nevada
$598K +$598K +6,129 New
TCMP
411
Thrive Capital Management (Pennsylvania)
Pennsylvania
$593K -$76.1K -781 -11%
DIA
412
Dana Investment Advisors
Wisconsin
$592K -$13.1K -134 -2%
FA
413
FC Advisory
Pennsylvania
$591K -$469K -4,810 -44%
CB
414
Commerce Bank
Missouri
$577K +$30.9K +317 +6%
KPWS
415
Kestra Private Wealth Services
Texas
$576K -$36.5K -375 -6%
CC
416
Courier Capital
New York
$575K – – –
CF
417
Centaurus Financial
California
$569K -$334K -3,424 -37%
HFS
418
Haverford Financial Services
Pennsylvania
$562K -$97.5K -999 -15%
OPA
419
Old Port Advisors
Maine
$558K -$149K -1,518 -21%
VCA
420
Verdence Capital Advisors
Maryland
$551K +$13.2K +135 +2%
MWM
421
Mission Wealth Management
California
$547K +$547K +5,611 New
SC
422
Scotia Capital
Ontario, Canada
$539K -$8.19M -84,073 -94%
TI
423
Truepoint Inc
Ohio
$538K +$538K +5,523 New
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$535K -$456K -4,677 -46%
CWM
425
Cahaba Wealth Management
Georgia
$521K -$19K -195 -4%
15 16
17
18 19