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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 %
FWP
551
Firethorn Wealth Partners
Georgia
$227K -$88.1K -876 -28%
GSC
552
Ground Swell Capital
South Carolina
$224K +$224K +2,293 New
WQ
553
Wealth Quarterback
New Jersey
$224K +$224K +2,296 New
OWA
554
Outlook Wealth Advisors
Texas
$222K -$14.8K -151 -6%
FFA
555
Founders Financial Alliance
North Carolina
$222K -$5.37K -55 -2%
Citigroup
556
Citigroup
New York
$220K -$26.9K -276 -11%
LSPW
557
Lake Street Private Wealth
Illinois
$218K -$10.1K -103 -4%
FWM
558
Frontier Wealth Management
Missouri
$217K -$40.5K -415 -16%
HWM
559
HB Wealth Management
Georgia
$213K -$1.67M -17,123 -89%
EWM
560
Empirical Wealth Management
Washington
$212K +$212K +2,175 New
MGIA
561
Moneta Group Investment Advisors
Missouri
$210K -$4.13M -2,102 -95%
IF
562
Intrua Financial
Texas
$210K +$1.95K +20 +0.9%
CBFP
563
Cedar Brook Financial Partners
Ohio
$209K -$15.7K -161 -7%
MHR
564
Matthew Hamilton Rosenberg
$207K -$122K -1,244 -37%
RFN
565
Redwood Financial Network
Ohio
$205K +$778 +8 +0.4%
AWA
566
Artemis Wealth Advisors
New York
$203K +$780 +8 +0.4%
D
567
Diversified
Delaware
$200K -$85.4K -877 -30%
LPIC
568
LeJeune Puetz Investment Counsel
Michigan
$194K -$104K -1,074 -35%
HS
569
Horan Securities
United States
$183K -$74.7K -762 -29%
TC
570
Truvestments Capital
Florida
$171K -$60.8K -625 -26%
EWA
571
EverSource Wealth Advisors
Alabama
$170K -$119K -1,225 -41%
PFS
572
Prospera Financial Services
Texas
$166K -$105K -1,076 -39%
Kayne Anderson Rudnick Investment Management
573
Kayne Anderson Rudnick Investment Management
California
$159K +$684 +7 +0.4%
FWA
574
FSC Wealth Advisors
New York
$155K +$3.32K +34 +2%
FA
575
Financial Advantage
Maryland
$151K – – –
21 22
23
24 25