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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 %
CWM
601
C2C Wealth Management
Arizona
$284K – – –
VCM
602
Virtue Capital Management
Tennessee
$279K -$321K -3,477 -53%
IC
603
IEQ Capital
California
$278K – – –
NRC
604
New Republic Capital
North Carolina
$278K +$653 +7 +0.2%
OBWG
605
Onyx Bridge Wealth Group
New York
$276K -$41.4K -444 -13%
EGA
606
Eagle Global Advisors
Texas
$276K +$276K +2,956 New
HCP
607
Hexagon Capital Partners
Arkansas
$275K +$26K +279 +10%
ETIA
608
Epic Trust Investment Advisors
Washington
$270K +$270K +2,890 New
CAM
609
Cidel Asset Management
Ontario, Canada
$269K +$269K +2,888 New
CSB
610
City State Bank
Iowa
$263K -$46.6K -500 -15%
ICP
611
Interchange Capital Partners
Pennsylvania
$261K +$261K +2,803 New
DWA
612
Delos Wealth Advisors
Texas
$260K +$249K +2,675 +2,367%
CWM
613
Cabot Wealth Management
Massachusetts
$260K – – –
Wealth Enhancement Advisory Services
614
Wealth Enhancement Advisory Services
Minnesota
$252K -$7.53M -80,745 -97%
FHB
615
First Hawaiian Bank
Hawaii
$252K +$252K +2,703 New
RWP
616
RWA Wealth Partners
Massachusetts
$250K +$250K +2,685 New
AC
617
Annandale Capital
Texas
$247K – – –
ARC
618
Advisor Resource Council
Texas
$247K -$476K -5,106 -66%
CWM
619
Collaborative Wealth Management
Florida
$245K +$11.8K +126 +5%
SC
620
Sepio Capital
Utah
$245K +$245K +2,626 New
FA
621
Financial Advantage
Maryland
$241K – – –
CWM
622
Chesapeake Wealth Management
Virginia
$241K – – –
SC
623
Solstein Capital
California
$240K – – –
NAM
624
NTV Asset Management
West Virginia
$239K +$373 +4 +0.2%
RPWA
625
Regent Peak Wealth Advisors
Georgia
$238K – – –
23 24
25
26 27