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iShares MBS ETF
MBB

Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$350M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$263M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M
4
RWP
RWA Wealth Partners
Massachusetts
+$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$739M
2
OPAM
Ocean Park Asset Management
California
-$182M
3
Jane Street
Jane Street
New York
-$96.8M
4
RJA
Raymond James & Associates
Florida
-$83M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIBT
551
First International Bank & Trust
North Dakota
$396K – – –
BCM
552
Beaumont Capital Management
Massachusetts
$395K +$26.9K +303 +7%
MHB
553
Midwest Heritage Bank
Iowa
$393K +$14.4K +162 +4%
LA
554
Latitude Advisors
Florida
$392K +$50.2K +565 +15%
OAP
555
One Advisory Partners
Kansas
$392K -$107K -1,201 -21%
FCAM
556
First Citizens Asset Management
North Carolina
$391K -$5.77K -65 -1%
IWA
557
IVC Wealth Advisors
Pennsylvania
$390K +$38.4K +432 +11%
TPCW
558
TD Private Client Wealth
New York
$389K -$555K -6,249 -59%
CST
559
Charles Schwab Trust
Nevada
$389K +$389K +4,383 New
VC
560
Veracity Capital
Georgia
$389K -$273K -3,076 -41%
FFL
561
Financial Freedom LLC
Ohio
$382K +$3.37K +38 +0.9%
Citigroup
562
Citigroup
New York
$381K -$91.2K -1,027 -19%
KP
563
Keel Point
Alabama
$379K -$65.1K -733 -15%
BAM
564
BTS Asset Management
Massachusetts
$374K – – –
BPA
565
Beacon Pointe Advisors
California
$370K -$264K -2,969 -42%
MCA
566
MSH Capital Advisors
Arizona
$367K -$54.3K -611 -13%
LFAS
567
Level Four Advisory Services
Texas
$364K +$75.9K +855 +26%
SP
568
Successful Portfolios
Florida
$363K -$50.5K -569 -12%
SAG
569
SageView Advisory Group
California
$360K -$22.3K -251 -6%
SWP
570
Semus Wealth Partners
Florida
$351K -$23.8K -268 -6%
SSWM
571
Strait & Sound Wealth Management
California
$345K +$345K +3,880 New
VCP
572
Verus Capital Partners
Arizona
$344K -$41.8K -471 -11%
PFS
573
Prospera Financial Services
Texas
$343K +$343K +3,860 New
ACI
574
Alpha Cubed Investments
California
$342K +$6.31K +71 +2%
GSEP
575
Golden State Equity Partners
California
$334K +$334K +3,760 New
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