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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
$282M
3
Jane Street
Jane Street
New York
$221M
4
CSIA
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$406M
2
Bank of America
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
Raymond James & Associates
Florida
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
626
Tompkins Financial
New York
$38K – – –
SSB
627
Sandy Spring Bank
Maryland
$37K -$16.7K -171 -31%
TWA
628
TCI Wealth Advisors
Arizona
$37K – – –
AWMS
629
Advocacy Wealth Management Services
Georgia
$35K – – –
CAL
630
Capital Analysts LLC
Pennsylvania
$35K +$8.11K +82 +30%
CIBC Private Wealth Group
631
CIBC Private Wealth Group
Georgia
$34K – – –
ST
632
Smithfield Trust
Pennsylvania
$32K +$32K +327 New
FBC
633
Fairfield, Bush & Co
Connecticut
$32K +$32K +328 New
TSWM
634
Tyler-Stone Wealth Management
Ohio
$31K – – –
BA
635
Bellwether Advisors
Nebraska
$31K – – –
CAAS
636
Capital Asset Advisory Services
Michigan
$29K – – –
CH
637
Canton Hathaway
Rhode Island
$28K +$28K +290 New
M&T Bank
638
M&T Bank
New York
$28K +$28K +201,706 New
NFSG
639
Newbridge Financial Services Group
Florida
$27K -$3.36K -35 -11%
Nomura Asset Management
640
Nomura Asset Management
Japan
$27K +$15.1K +28,600 +128%
WB
641
Webster Bank
Connecticut
$26K – – –
FA
642
Fortis Advisors
Pennsylvania
$26K +$194 +2 +0.8%
ZIG
643
Zullo Investment Group
Pennsylvania
$25K – – –
MCC
644
Money Concepts Capital
Florida
$24K +$9.76K +100 +68%
RG
645
Retirement Group
California
$24K +$24K +244 New
SFC
646
SYM Financial Corp
Indiana
$23K +$23K +233 New
DWMG
647
DB Wealth Management Group
California
$22K -$796 -8 -3%
IFAM
648
Institutional & Family Asset Management
Colorado
$22K +$22K +225 New
BSB
649
Bangor Savings Bank
Maine
$21K +$21K +215 New
TRCT
650
Tower Research Capital (TRC)
New York
$20K +$15.2K +156 +318%
24 25
26
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