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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 %
TWM
501
TMD Wealth Management
Arizona
$323K – – –
CCFM
502
Clear Creek Financial Management
Washington
$321K +$321K +3,296 New
OFG
503
OmniStar Financial Group
North Carolina
$318K +$1.94K +20 +0.6%
AWA
504
Arete Wealth Advisors
Illinois
$315K +$1.27K +13 +0.4%
SHIM
505
Stone House Investment Management
Pennsylvania
$315K +$5.07K +52 +2%
CAG
506
Csenge Advisory Group
Florida
$311K -$145K -1,485 -32%
WWP
507
WR Wealth Planners
Missouri
$310K -$30.5K -313 -9%
CWM
508
Collaborative Wealth Management
Florida
$308K +$308K +3,159 New
CAM
509
Cidel Asset Management
Ontario, Canada
$303K -$317K – –
Financial Engines Advisors
510
Financial Engines Advisors
California
$300K -$871K -8,944 -74%
IFS
511
Ifrah Financial Services
Arkansas
$297K -$15.6K -160 -5%
CWM
512
C2C Wealth Management
Arizona
$297K – – –
FHC
513
First Heartland Consultants
Missouri
$292K +$292K +3,002 New
CA
514
CoreCap Advisors
Michigan
$290K -$200K -2,054 -41%
MBT
515
Montecito Bank & Trust
California
$284K – – –
IP
516
Intellectus Partners
California
$283K -$14.6K -150 -5%
Principal Financial Group
517
Principal Financial Group
Iowa
$278K +$86.1K +882 +45%
GLLW
518
Graves Light Lenhart Wealth
Virginia
$277K +$1.07K +11 +0.4%
KC
519
Kepos Capital
New York
$273K +$254K +2,600 +1,300%
OLVIG
520
Oliver Lagore Vanvalin Investment Group
Michigan
$269K +$38K +390 +16%
WANY
521
Wealthspire Advisors (New York)
New York
$268K +$268K +2,745 New
BWM
522
Bulltick Wealth Management
Florida
$265K – – –
SIA
523
SeaBridge Investment Advisors
New Jersey
$265K +$265K +2,714 New
AA
524
Ancora Advisors
Ohio
$262K +$224K +2,294 +585%
CWM
525
Cornerstone Wealth Management
Missouri
$258K -$55K -565 -18%
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