MBB icon

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 %
CWM
526
Cahaba Wealth Management
Georgia
$532K +$4.29K +46 +0.8%
SP
527
SWS Partners
Ohio
$530K -$373 -4 -0.1%
TC
528
Telemus Capital
Michigan
$529K -$1.09M -11,690 -67%
OAP
529
One Advisory Partners
Kansas
$524K +$5.97K +64 +1%
TWP
530
Tempus Wealth Planning
California
$512K +$90.5K +970 +21%
VCA
531
Verdence Capital Advisors
Maryland
$510K -$17.3K -186 -3%
GL
532
Graypoint LLC
New York
$504K +$90K +965 +22%
SWM
533
Silverlake Wealth Management
Vermont
$500K +$57.5K +617 +13%
Citigroup
534
Citigroup
New York
$496K +$229K +2,458 +86%
HFS
535
Haverford Financial Services
Pennsylvania
$495K +$11K +118 +2%
WI
536
Wintrust Investments
Illinois
$492K +$5.51K +59 +1%
TWM
537
Trinity Wealth Management
Pennsylvania
$491K +$491K +5,266 New
AIC
538
Argus Investors Counsel
New York
$480K – – –
GFPC
539
Global Financial Private Client
Florida
$468K +$50.5K +545 +12%
Principal Financial Group
540
Principal Financial Group
Iowa
$468K -$89.3M -956,941 -99%
KP
541
Keel Point
Alabama
$467K +$32.6K +350 +8%
WT
542
Whittier Trust
California
$466K – – –
PBF
543
Petix & Botte Financial
California
$454K +$454K +4,868 New
MA
544
MONECO Advisors
Connecticut
$453K -$103K -1,100 -18%
Kovitz Investment Group Partners
545
Kovitz Investment Group Partners
Illinois
$452K -$17.5K -188 -4%
MSFS
546
Main Street Financial Solutions
Pennsylvania
$451K +$653 +7 +0.1%
TFA
547
Tobias Financial Advisors
Florida
$449K +$449K +4,819 New
TSA
548
Tri-Star Advisors
Texas
$447K – – –
MCA
549
MSH Capital Advisors
Arizona
$443K +$73.1K +784 +20%
FNBOSM
550
First National Bank of South Miami
Florida
$436K -$223K -2,391 -34%
20 21
22
23 24