MBB icon

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 %
FA
451
Fiduciary Alliance
South Carolina
$749K +$199K +2,237 +36%
WFC
452
Western Financial Corp
California
$747K -$172K -1,941 -19%
PA
453
Parkside Advisors
California
$747K +$521K +5,862 +230%
WWP
454
WR Wealth Planners
Missouri
$745K -$260K -2,931 -26%
LCGC
455
Legacy Capital Group California
California
$742K -$888 -10 -0.1%
RFG
456
Range Financial Group
Oregon
$739K -$8.17K -92 -1%
CPG
457
Cornerstone Planning Group
New Jersey
$736K -$189K -2,134 -20%
UB
458
UMB Bank
Missouri
$729K – – –
Schroder Investment Management Group
459
Schroder Investment Management Group
United Kingdom
$725K -$45.2K -509 -6%
B
460
Barings
North Carolina
$719K – – –
BHPW
461
Beverly Hills Private Wealth
California
$719K +$60.3K +679 +9%
AA
462
Advisory Alpha
Michigan
$716K -$121K -1,367 -15%
AL
463
ADE LLC
Maryland
$714K -$17.9K -202 -2%
NB
464
NBT Bank
New York
$710K +$79.5K +895 +13%
AFP
465
Ausdal Financial Partners
Iowa
$707K +$9.86K +111 +1%
LIA
466
LifePlan Investment Advisors
North Carolina
$707K +$26.7K +301 +4%
FNBT
467
FineMark National Bank & Trust
Florida
$707K -$120K -1,350 -14%
PG
468
Patten Group
Tennessee
$706K -$768K -8,649 -52%
Nomura Asset Management
469
Nomura Asset Management
Japan
$702K – – –
NFP
470
Narus Financial Partners
Utah
$700K -$86.1K -970 -11%
AA
471
Alesco Advisors
New York
$699K +$20K +225 +3%
MAG
472
Mayfair Advisory Group
Alabama
$690K -$127K -1,440 -16%
RFN
473
RDA Financial Network
Iowa
$687K -$63.1K -711 -8%
TFA
474
Teamwork Financial Advisors
Texas
$676K +$67.9K +765 +11%
MWM
475
Meridian Wealth Management
Kentucky
$674K +$358K +4,029 +113%
17 18
19
20 21