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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 %
T
451
TRUADVICE
Florida
$425K -$43.4K -435 -9%
ACI
452
Alpha Cubed Investments
California
$425K +$35.8K +368 +9%
CAMV
453
Concord Asset Management (Virginia)
Virginia
$425K +$27.9K +286 +7%
SWM
454
Selective Wealth Management
Virginia
$424K +$283K +2,904 +201%
AWM
455
Apollon Wealth Management
South Carolina
$420K -$97.2K -997 -19%
BIA
456
Bigelow Investment Advisors
Maine
$415K +$36.4K +373 +10%
CAM
457
Concorde Asset Management
Michigan
$412K -$37.3K -382 -8%
APA
458
American Portfolios Advisors
New York
$410K -$70.2K -720 -15%
AG
459
Ascent Group
Virginia
$409K -$181K -1,800 -31%
GWM
460
GDS Wealth Management
Texas
$409K +$3.41K +35 +0.8%
William Blair & Company
461
William Blair & Company
Illinois
$406K +$56.7K +582 +16%
PJSIMP
462
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K -$528K -5,406 -57%
CAI
463
Capital Advisors Inc
Oklahoma
$399K +$7.9K +81 +2%
BOPW
464
Brandywine Oak Private Wealth
Pennsylvania
$397K -$17M -174,149 -98%
LWM
465
Laidlaw Wealth Management
New York
$396K -$6.92K -71 -2%
HPWM
466
Highland Private Wealth Management
Washington
$396K +$396K +4,060 New
FIBT
467
First International Bank & Trust
North Dakota
$391K -$4.39K -45 -1%
FA
468
Flagstar Advisors
New York
$386K +$877 +9 +0.2%
1CP
469
1607 Capital Partners
Virginia
$380K -$53.3M -546,540 -99%
SFS
470
Security Financial Services
Indiana
$374K -$97.7K -1,002 -21%
ACP
471
Aveo Capital Partners
Colorado
$373K -$221K -2,266 -37%
CFG
472
Cooper Financial Group
California
$373K -$41.7K -428 -10%
HAS
473
HBW Advisory Services
California
$373K +$6.93K +71 +2%
DC
474
Davenport & Co
Virginia
$372K -$134K -1,377 -26%
RFC
475
Regions Financial Corp
Alabama
$371K -$107K -1,094 -22%
17 18
19
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