MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
Bank of America
North Carolina
$6.7B
4
LPL Financial
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$991K
2
Jane Street
Jane Street
New York
$42.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
476
Courier Capital
New York
$547K -$1.58K -17 -0.3%
VPP
477
Vertex Planning Partners
Illinois
$547K +$547K +5,897 New
Lido Advisors
478
Lido Advisors
California
$545K +$54.7K +590 +11%
TWP
479
Tempus Wealth Planning
California
$541K -$751K -8,092 -58%
FCA
480
FLC Capital Advisors
California
$536K -$2.48M -26,791 -82%
VCA
481
Verdence Capital Advisors
Maryland
$525K +$93 +1 +0%
TWM
482
Tradition Wealth Management
Minnesota
$524K -$178K -1,914 -25%
CWM
483
Cahaba Wealth Management
Georgia
$522K +$23.4K +252 +5%
Parallax Volatility Advisers
484
Parallax Volatility Advisers
California
$513K -$1.91M -20,622 -79%
OLVIG
485
Oliver Lagore Vanvalin Investment Group
Michigan
$501K +$267K +2,881 +114%
IGWM
486
ICA Group Wealth Management
Colorado
$499K +$58.7K +633 +13%
HFS
487
Haverford Financial Services
Pennsylvania
$498K -$20.5K -221 -4%
WAL
488
W Advisors LLC
Tennessee
$497K +$497K +5,363 New
IAG
489
Ipsen Advisor Group
Arkansas
$495K +$495K +5,337 New
AL
490
ADE LLC
Maryland
$493K -$162K -1,750 -25%
PA
491
Parallel Advisors
California
$492K -$456K -4,919 -48%
Principal Financial Group
492
Principal Financial Group
Iowa
$483K +$215K +2,312 +80%
PJSIMP
493
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K +$126K +1,361 +36%
PPP
494
Private Portfolio Partners
New Jersey
$478K -$118K -1,269 -20%
AIC
495
Argus Investors Counsel
New York
$477K -$464 -5 -0.1%
PCA
496
Prosperity Capital Advisors
Ohio
$477K +$477K +5,145 New
MWM
497
Mission Wealth Management
California
$474K +$44.3K +478 +10%
SIA
498
SkyView Investment Advisors
New Jersey
$473K +$4.36K +47 +0.9%
WHCI
499
W.H. Cornerstone Investments
Massachusetts
$469K +$175K +1,826 +59%
DIA
500
Dana Investment Advisors
Wisconsin
$468K -$13.8K -149 -3%
18 19
20
21 22