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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 %
SP
551
Successful Portfolios
Florida
$434K -$20.2K -217 -4%
IAS
552
IMA Advisory Services
Colorado
$431K – – –
Jones Financial Companies
553
Jones Financial Companies
Missouri
$420K +$287K +3,077 +216%
MMG
554
Monetary Management Group
Missouri
$420K +$93.3K +1,000 +29%
FCAM
555
First Citizens Asset Management
North Carolina
$417K -$373 -4 -0.1%
CT
556
Colonial Trust
South Carolina
$416K +$140K +1,501 +51%
FIBT
557
First International Bank & Trust
North Dakota
$415K – – –
VCP
558
Verus Capital Partners
Arizona
$405K +$10.3K +110 +3%
SAG
559
SageView Advisory Group
California
$402K +$67.7K +726 +20%
MOS
560
MGO One Seven
Ohio
$401K -$12.3M -132,108 -97%
D
561
Dentgroup
Louisiana
$398K -$81.4K -873 -17%
MHB
562
Midwest Heritage Bank
Iowa
$397K -$18K -193 -4%
FFL
563
Financial Freedom LLC
Ohio
$397K +$3.26K +35 +0.8%
SWP
564
Semus Wealth Partners
Florida
$394K +$25.6K +274 +7%
AC
565
ASB Consultores
Florida
$394K +$394K +4,222 New
BAM
566
BTS Asset Management
Massachusetts
$393K -$146K -1,561 -27%
BCM
567
Beaumont Capital Management
Massachusetts
$387K +$387K +4,148 New
Verition Fund Management
568
Verition Fund Management
Connecticut
$384K -$855K -9,170 -69%
V
569
Veritable
Delaware
$382K – – –
GM
570
GeoWealth Management
Illinois
$377K -$641K -6,871 -63%
RFA
571
Resurgent Financial Advisors
Georgia
$373K +$39.8K +427 +12%
PPP
572
Private Portfolio Partners
New Jersey
$371K -$54.8K -588 -13%
IWA
573
IVC Wealth Advisors
Pennsylvania
$370K +$35.1K +376 +10%
LA
574
Latitude Advisors
Florida
$359K -$185K -1,982 -34%
ACI
575
Alpha Cubed Investments
California
$353K – – –
21 22
23
24 25