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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 %
CCM
426
Crabel Capital Management
California
$919K -$2.04M -22,984 -69%
SPI
427
Sutton Place Investors
New York
$913K -$118K -1,326 -11%
AWA
428
Arete Wealth Advisors
Illinois
$907K -$495K -5,570 -35%
WEG
429
World Equity Group
Illinois
$903K +$347K +3,903 +62%
BIA
430
Bigelow Investment Advisors
Maine
$876K -$4.44K -50 -0.5%
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$868K -$34.1K -384 -4%
GM
432
GeoWealth Management
Illinois
$855K +$496K +5,578 +138%
CAM
433
Concorde Asset Management
Michigan
$846K -$173K -1,958 -17%
AIM
434
Acropolis Investment Management
Missouri
$846K -$39K -439 -4%
SPAS
435
Spectrum Planning & Advisory Services
California
$844K -$131K -1,475 -13%
TI
436
tru Independence
Oregon
$836K -$30.9K -348 -4%
NL
437
NWAM LLC
Washington
$825K -$226K -2,545 -21%
LA
438
LexAurum Advisors
Kansas
$806K -$28.6K -322 -3%
MSL
439
Mackay Shields LLC
New York
$804K – – –
CC
440
Cypress Capital
Tennessee
$803K -$33.6K -378 -4%
MC
441
Moors & Cabot
Massachusetts
$800K -$15.5K -175 -2%
CFA
442
Cahill Financial Advisors
Minnesota
$798K +$73.6K +829 +10%
PFG
443
Pacific Financial Group
Washington
$790K +$21.7K +244 +3%
CMI
444
Clare Market Investments
Texas
$785K -$133K -1,499 -14%
PP
445
Patron Partners
Texas
$779K +$20.6K +232 +3%
CCA
446
Catalyst Capital Advisors
New York
$775K -$16.9K -190 -2%
Jones Financial Companies
447
Jones Financial Companies
Missouri
$769K +$370K +4,165 +93%
CIP
448
Chartwell Investment Partners
Pennsylvania
$759K – – –
CAL
449
Capital Analysts LLC
Pennsylvania
$756K -$212K -2,389 -22%
FHC
450
First Heartland Consultants
Missouri
$754K -$272K -3,069 -27%
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