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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 %
CCFM
576
Clear Creek Financial Management
Washington
$352K +$352K +3,770 New
PJSIMP
577
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K -$173K -1,861 -34%
SPWG
578
Syntegra Private Wealth Group
Missouri
$336K +$22.2K +238 +7%
MWM
579
Meridian Wealth Management
Kentucky
$332K +$332K +3,561 New
CWM
580
Cornerstone Wealth Management
Missouri
$331K -$6.72K -72 -2%
CB
581
Commerce Bank
Missouri
$330K -$54.8K -588 -14%
AFA
582
American Financial Advisors
Georgia
$330K -$212K -2,272 -39%
FA
583
Flagstar Advisors
New York
$325K -$1.31K -14 -0.4%
RCM
584
Raleigh Capital Management
North Carolina
$323K -$25.7K -275 -7%
MWM
585
Mission Wealth Management
California
$322K -$45.1K -484 -12%
KDA
586
Kraft Davis & Associates
Missouri
$322K +$322K +3,540 New
LWM
587
Laidlaw Wealth Management
New York
$315K -$16.4K -176 -5%
CA
588
CoreCap Advisors
Michigan
$313K +$313K +3,357 New
BWM
589
Bulltick Wealth Management
Florida
$311K +$72.1K +773 +30%
FLPIM
590
F.L. Putnam Investment Management
Massachusetts
$311K +$311K +3,336 New
William Blair & Company
591
William Blair & Company
Illinois
$309K -$33.4K -358 -10%
HPC
592
Hobart Private Capital
North Carolina
$308K -$11.5K -123 -4%
CWP
593
Concord Wealth Partners
Virginia
$305K +$135K +1,451 +80%
LFAS
594
Level Four Advisory Services
Texas
$303K +$303K +3,248 New
LFA
595
LGT Financial Advisors
Texas
$303K +$55.2K +592 +22%
SW
596
SVB Wealth
Massachusetts
$300K -$35.5K -381 -11%
SC
597
Scotia Capital
Ontario, Canada
$296K -$96K -1,029 -25%
IFS
598
Ifrah Financial Services
Arkansas
$289K +$187 +2 +0.1%
EL
599
EQ LLC
Washington
$287K +$31.1K +333 +12%
ATC
600
Argent Trust Co
Tennessee
$285K +$285K +3,061 New
22 23
24
25 26