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 %
CAM
426
Concorde Asset Management
Michigan
$1.07M +$212K +2,271 +25%
NW
427
NewEdge Wealth
Pennsylvania
$1.07M +$716K +7,677 +205%
DADC
428
D.A. Davidson & Co
Montana
$1.06M -$65.3K -700 -6%
WWP
429
WR Wealth Planners
Missouri
$1.06M -$26K -279 -2%
BTWM
430
Baker Tilly Wealth Management
Wisconsin
$1.05M -$28.8K -309 -3%
AFG
431
Atomi Financial Group
New York
$1.04M +$1.04M +11,170 New
SPAS
432
Spectrum Planning & Advisory Services
California
$1.02M +$84.6K +912 +9%
CAL
433
Capital Analysts LLC
Pennsylvania
$1.02M +$106K +1,134 +12%
TPCW
434
TD Private Client Wealth
New York
$992K +$933 +10 +0.1%
CWA
435
Clearview Wealth Advisors
Oregon
$990K -$139K -1,490 -12%
CPG
436
Cornerstone Planning Group
New Jersey
$972K +$972K +10,420 New
WFC
437
Western Financial Corp
California
$966K -$38.7K -415 -4%
CMI
438
Clare Market Investments
Texas
$964K -$147K -1,575 -13%
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$948K -$26.1M -280,366 -97%
DFG
440
Delphi Financial Group
Delaware
$933K – – –
AIM
441
Acropolis Investment Management
Missouri
$929K -$357K -3,829 -28%
BIA
442
Bigelow Investment Advisors
Maine
$925K +$925K +9,914 New
TI
443
tru Independence
Oregon
$911K -$21.5K -231 -2%
KWM
444
Keebeck Wealth Management
Illinois
$889K +$82.6K +886 +10%
AA
445
Advisory Alpha
Michigan
$879K +$879K +9,425 New
CC
446
Cypress Capital
Tennessee
$878K +$878K +9,417 New
LA
447
LexAurum Advisors
Kansas
$877K +$24.6K +264 +3%
FNBT
448
FineMark National Bank & Trust
Florida
$868K -$136K -1,456 -14%
MC
449
Moors & Cabot
Massachusetts
$857K +$136K +1,461 +19%
MAG
450
Mayfair Advisory Group
Alabama
$848K -$42.2K -461 -5%
16 17
18
19 20