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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 %
WWM
426
Western Wealth Management
Colorado
$514K -$160K -1,639 -24%
SW
427
Solidarity Wealth
Utah
$514K +$25.6K +255 +5%
AIC
428
Argus Investors Counsel
New York
$506K +$11.7K +120 +2%
SPI
429
Sutton Place Investors
New York
$504K -$56.4K -579 -10%
SP
430
Successful Portfolios
Florida
$497K -$12.7K -130 -2%
FHA
431
First Horizon Advisors
Tennessee
$496K +$408K +4,193 +463%
RHBC
432
R.H. Bluestein & Co
Michigan
$495K +$495K +5,074 New
JG
433
Jefferies Group
New York
$490K +$2.24K +23 +0.5%
AGA
434
Arkos Global Advisors
Texas
$489K – – –
SS
435
Simplicity Solutions
Minnesota
$477K +$12.8K +131 +3%
VCM
436
Virtue Capital Management
Tennessee
$472K -$191K -1,958 -29%
IGWM
437
ICA Group Wealth Management
Colorado
$468K -$24K -244 -5%
TI
438
Trexquant Investment
Connecticut
$468K +$468K +4,797 New
MSFS
439
Main Street Financial Solutions
Pennsylvania
$467K -$9.27K -95 -2%
FCBT
440
First Citizens Bank & Trust
North Carolina
$461K -$243K -2,490 -35%
Marshall Wace
441
Marshall Wace
United Kingdom
$460K -$729K -7,472 -61%
PTC
442
Private Trust Company
Ohio
$459K +$459K +4,704 New
IAS
443
IMA Advisory Services
Colorado
$450K – – –
VC
444
Veracity Capital
Georgia
$447K -$36.5K -374 -8%
MSWMA
445
Market Street Wealth Management Advisors
Indiana
$446K -$1.36K -14 -0.3%
OBWG
446
Onyx Bridge Wealth Group
New York
$446K +$15K +151 +3%
LA
447
Latitude Advisors
Florida
$442K -$1.06M -11,824 -71%
SEA
448
Stegent Equity Advisors
Texas
$441K +$441K +4,520 New
TW
449
TrinityPoint Wealth
Connecticut
$439K +$439K +4,500 New
FFS
450
Founders Financial Securities
Maryland
$432K +$432K +4,430 New
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