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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 %
TW
501
TrinityPoint Wealth
Connecticut
$636K +$72.9K +782 +13%
TA
502
TrueWealth Advisors
Alabama
$628K +$73.2K +785 +13%
TF
503
TimeScale Financial
Massachusetts
$627K -$92K -986 -13%
MSAGDF
504
Moneda SA Administradora General de Fondos
Chile
$622K – – –
FF
505
Friedenthal Financial
New Jersey
$620K -$933 -10 -0.2%
FCA
506
FinTrust Capital Advisors
South Carolina
$620K – – –
JSL
507
JT Stratford LLC
Georgia
$610K +$3.54K +38 +0.6%
SG
508
StoneX Group
New York
$604K -$10.7K -115 -2%
CA
509
Continuum Advisory
Idaho
$603K +$280K +3,007 +87%
EWA
510
Evolution Wealth Advisors
Florida
$597K +$131K +1,401 +28%
FCBT
511
First Citizens Bank & Trust
North Carolina
$588K +$183K +1,959 +45%
1WA
512
180 Wealth Advisors
Washington
$587K -$8.44K -91 -1%
WEG
513
World Equity Group
Illinois
$585K +$271K +2,907 +87%
PFA
514
Pinnacle Family Advisors
Missouri
$584K +$5.97K +64 +1%
FA
515
Fiduciary Alliance
South Carolina
$578K +$578K +6,197 New
JWCA
516
J.W. Cole Advisors
Florida
$574K -$901K -9,658 -61%
CIC
517
Cutler Investment Counsel
Oregon
$571K -$1.69M -18,168 -75%
GIA
518
Gladstone Institutional Advisory
Florida
$568K -$49.8K -534 -8%
CC
519
Courier Capital
New York
$566K – – –
DIA
520
Dana Investment Advisors
Wisconsin
$554K -$6.25K -67 -1%
RIM
521
Rockbridge Investment Management
New York
$552K – – –
BFA
522
Beacon Financial Advisory
Ohio
$551K +$74.9K +803 +16%
WAL
523
W Advisors LLC
Tennessee
$549K -$117K -1,256 -18%
HAS
524
HBW Advisory Services
California
$540K +$188K +2,015 +53%
Lido Advisors
525
Lido Advisors
California
$532K -$18.3K -196 -3%
19 20
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