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iShares MBS ETF
MBB

Overview Fund Activity

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.53%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$884M
2
Morgan Stanley
Morgan Stanley
New York
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$276M
4
Goldman Sachs
Goldman Sachs
New York
+$135M
5
Jane Street
Jane Street
New York
+$107M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$838M
2
BlackRock
BlackRock
New York
-$371M
3
RBA
Richard Bernstein Advisors
New York
-$265M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$227M
5
Osaic Holdings
Osaic Holdings
Arizona
-$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
451
Wedbush Securities
California
$1.2M -$1.71M -18,147 -59%
CRC
452
Curi RMB Capital
Illinois
$1.16M +$1.16M +12,311 New
NB
453
NBT Bank
New York
$1.16M +$405K +4,309 +54%
BWL
454
Bogart Wealth LLC
Virginia
$1.15M – – –
DADC
455
D.A. Davidson & Co
Montana
$1.15M +$49.2K +523 +4%
TC
456
Trilogy Capital
California
$1.13M +$29.6K +315 +3%
AP
457
Americana Partners
Texas
$1.11M +$1.11M +11,789 New
SAS
458
Stelac Advisory Services
New York
$1.1M -$328K -3,482 -23%
CWA
459
Clearview Wealth Advisors
Oregon
$1.1M +$76.4K +812 +7%
DAS
460
Dynamic Advisor Solutions
Arizona
$1.1M -$774K -8,328 -41%
AAP
461
Arax Advisory Partners
Colorado
$1.09M -$57.2K -608 -5%
CPL
462
CAP Partners LLC
Tennessee
$1.08M +$1.08M +11,502 New
BWA
463
BCU Wealth Advisors
Illinois
$1.08M +$1.08M +11,502 New
CAM
464
Concorde Asset Management
Michigan
$1.08M +$184K +1,965 +21%
AWM
465
Axxcess Wealth Management
California
$1.08M -$2.87M -30,525 -73%
EWA
466
EverSource Wealth Advisors
Alabama
$1.07M +$393K +4,179 +58%
TPWA
467
Twin Peaks Wealth Advisors
California
$1.06M +$1.06M +11,293 New
GC
468
GFG Capital
Florida
$1.06M – – –
MIM
469
Macroview Investment Management
Maryland
$1.05M +$1.05M +11,210 New
IGWM
470
ICA Group Wealth Management
Colorado
$1.03M -$61K -648 -6%
BIG
471
Bush Investment Group
Georgia
$1.03M +$1.03M +11,141 New
GSEP
472
Golden State Equity Partners
California
$1.02M +$662K +7,036 +187%
HCP
473
Hexagon Capital Partners
Arkansas
$1.01M +$501K +5,326 +98%
FIM
474
Freedom Investment Management
Connecticut
$983K +$317K +3,372 +48%
AWM
475
Avaii Wealth Management
Wisconsin
$981K -$39.3K -418 -4%
17 18
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