MBB icon

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 %
IGWM
401
ICA Group Wealth Management
Colorado
$1.31M +$1.3M +13,897 +13,110%
JWCA
402
J.W. Coons Advisors
Ohio
$1.29M -$94.7K -1,015 -7%
Charles Schwab
403
Charles Schwab
California
$1.27M -$72.4K -776 -5%
RF
404
RHS Financial
California
$1.27M -$9.33K -100 -0.7%
BWM
405
Baystate Wealth Management
Massachusetts
$1.27M +$21.3K +228 +2%
QPWM
406
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$482K +5,173 +64%
WWM
407
Western Wealth Management
Colorado
$1.22M +$756K +8,106 +162%
T
408
TRUADVICE
Florida
$1.22M -$382K -4,175 -24%
FA
409
FC Advisory
Pennsylvania
$1.19M +$1.4K +15 +0.1%
HF
410
HRT Financial
New York
$1.18M +$873K +9,368 +281%
WP
411
WealthPLAN Partners
Nebraska
$1.17M -$241K -2,579 -17%
GWP
412
Gateway Wealth Partners
Wisconsin
$1.17M +$134K +1,438 +13%
AWM
413
Avaii Wealth Management
Wisconsin
$1.17M +$201K +2,151 +21%
IWM
414
IHT Wealth Management
Illinois
$1.16M +$76.8K +824 +7%
PA
415
PFG Advisors
Arizona
$1.16M -$127K -1,362 -10%
TC
416
Trilogy Capital
California
$1.16M -$125K -1,345 -10%
SF
417
Synovus Financial
Georgia
$1.16M -$28.7K -308 -2%
BWL
418
Bogart Wealth LLC
Virginia
$1.14M – – –
SAS
419
Stelac Advisory Services
New York
$1.12M +$609K +6,529 +119%
RFP
420
RCS Financial Planning
Maryland
$1.12M +$86.7K +930 +8%
NL
421
NWAM LLC
Washington
$1.1M -$4.64M -49,798 -81%
MFG
422
MidWestOne Financial Group
Iowa
$1.1M -$47.5K -509 -4%
CCA
423
Cobblestone Capital Advisors
New York
$1.1M -$315K -3,374 -22%
SPI
424
Sutton Place Investors
New York
$1.08M -$30.9K -331 -3%
FHC
425
First Heartland Consultants
Missouri
$1.08M +$67.4K +723 +7%
15 16
17
18 19