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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 %
GLLW
626
Graves Light Lenhart Wealth
Virginia
$238K +$1.96K +21 +0.8%
PA
627
Parkside Advisors
California
$238K -$93 -1 -0%
MA
628
MKT Advisors
California
$237K +$25.2K +271 +12%
AIC
629
Archer Investment Corporation
Indiana
$237K -$7.65K -82 -3%
CAS
630
Coppell Advisory Solutions
Texas
$234K -$2.51M -26,960 -91%
NFG
631
Nations Financial Group
Iowa
$232K +$17.4K +187 +8%
EBT
632
Enterprise Bank & Trust
Massachusetts
$232K – – –
ATPW
633
Ashton Thomas Private Wealth
Arizona
$232K +$232K +2,483 New
KFGK
634
Keystone Financial Group (Kentucky)
Kentucky
$229K +$229K +2,460 New
VIA
635
Vident Investment Advisory
Georgia
$229K +$229K +2,451 New
AP
636
Americana Partners
Texas
$228K – – –
WAM
637
Wolverine Asset Management
Illinois
$228K +$228K +2,440 New
CG
638
Cutler Group
California
$227K +$227K +2,436 New
IP
639
Intellectus Partners
California
$227K -$223K -2,388 -50%
KA
640
Kovack Advisors
Florida
$223K +$5.6K +60 +3%
AWM
641
Aspire Wealth Management
Massachusetts
$223K +$7.09K +76 +3%
CPIG
642
Chicago Partners Investment Group
Illinois
$222K +$26.7K +291 +14%
LWP
643
Lumature Wealth Partners
Georgia
$221K -$44.6K -478 -17%
PBO
644
Peoples Bank (Ohio)
Ohio
$219K -$146K -1,563 -40%
CIC
645
Chilton Investment Company
Connecticut
$214K +$214K +2,298 New
C
646
Certuity
Florida
$212K +$5.78K +62 +3%
TCMP
647
Thrive Capital Management (Pennsylvania)
Pennsylvania
$209K -$7K -75 -3%
LSPW
648
Lake Street Private Wealth
Illinois
$209K -$560 -6 -0.3%
PWMG
649
Prestige Wealth Management Group
New Jersey
$208K -$24.7K -265 -11%
AFAS
650
Acorn Financial Advisory Services
Virginia
$207K +$4.29K +46 +2%
24 25
26
27 28