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iShares MBS ETF
MBB

Overview Fund Activity

777 hedge funds and large institutions have $25.4B invested in iShares MBS ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 357 increasing their positions, 232 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.18%
New
99
Increased
357
Reduced
232
Closed
54
Calls
$26.5M
Puts
$36.9M
Net Calls
-$10.4M
Net Calls Change
-$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$196M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
SEI Investments
SEI Investments
Pennsylvania
+$128M
4
Ameriprise
Ameriprise
Minnesota
+$124M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$89.3M
2
RIG
RiverFront Investment Group
Virginia
-$58.4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.1M
4
PAIA
Park Avenue Institutional Advisers
New York
-$21.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
476
Ausdal Financial Partners
Iowa
$733K +$341K +3,656 +87%
D
477
Diversified
Delaware
$732K +$81.8K +877 +13%
SFM
478
Signet Financial Management
New Jersey
$727K +$101K +1,084 +16%
SWM
479
Seed Wealth Management
Illinois
$725K +$158K +1,695 +28%
OLVIG
480
Oliver Lagore Vanvalin Investment Group
Michigan
$723K +$55.4K +594 +8%
FT
481
Fiduciary Trust
Massachusetts
$715K +$131K +1,400 +22%
LIA
482
LifePlan Investment Advisors
North Carolina
$715K +$715K +7,662 New
AA
483
Alesco Advisors
New York
$713K -$2.67M -28,590 -79%
ACM
484
Absolute Capital Management
Pennsylvania
$711K +$92.1K +988 +15%
LSA
485
Lion Street Advisors
Texas
$709K -$74.9K -695 -10%
VC
486
Veracity Capital
Georgia
$695K -$110K -1,183 -14%
APC
487
Aspire Private Capital
North Carolina
$690K -$27.1K -291 -4%
CAS
488
CTC Alternative Strategies
Illinois
$688K +$688K +7,375 New
RJT
489
Raymond James Trust
Florida
$684K -$38.5K -413 -5%
BHPW
490
Beverly Hills Private Wealth
California
$681K +$262K +2,860 +63%
FFS
491
Founders Financial Securities
Maryland
$680K +$53.1K +569 +8%
RW
492
Rede Wealth
Virginia
$666K +$2.15K +23 +0.3%
BPA
493
Beacon Pointe Advisors
California
$665K -$2.81M -30,144 -81%
NB
494
NBT Bank
New York
$662K +$662K +7,100 New
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
$661K +$661K +7,090 New
MPW
496
MA Private Wealth
California
$655K +$8.58K +92 +1%
SF
497
Summit Financial
New Jersey
$655K +$655K +7,024 New
EWA
498
EverSource Wealth Advisors
Alabama
$652K -$44.6K -478 -6%
FIM
499
Freedom Investment Management
Connecticut
$642K -$202K -2,161 -24%
TFA
500
Teamwork Financial Advisors
Texas
$639K -$955K -10,238 -60%
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