MBB icon

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
1
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.42B
4
RWP
4
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
2
Ocean Park Asset Management
California
$0
3
Jane Street
3
Jane Street
New York
$15.4M
4
RJA
4
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
626
Solstein Capital
California
$228K – – –
NAM
627
NTV Asset Management
West Virginia
$228K +$444 +5 +0.2%
RCM
628
Raleigh Capital Management
North Carolina
$228K -$80.1K -902 -26%
T
629
TCWP
Ohio
$226K -$11.4M -128,778 -98%
EBT
630
Enterprise Bank & Trust
Massachusetts
$221K – – –
KFGK
631
Keystone Financial Group (Kentucky)
Kentucky
$218K -$178 -2 -0.1%
VA
632
Vident Advisory
Georgia
$218K +$218K +2,451 New
BA
633
Bristlecone Advisors
Washington
$217K +$217K +2,442 New
NRC
634
New Republic Capital
North Carolina
$214K -$50.4K -567 -19%
KA
635
Kovack Advisors
Florida
$212K -$266 -3 -0.1%
NFG
636
Nations Financial Group
Iowa
$211K -$10.4K -117 -5%
TA
637
TruWealth Advisors
Louisiana
$211K +$211K +2,373 New
CAMG
638
CWA Asset Management Group
Florida
$209K +$209K +2,349 New
CPIG
639
Chicago Partners Investment Group
Illinois
$207K -$2.59K -30 -1%
EL
640
EQ LLC
Washington
$205K -$68.1K -767 -25%
IP
641
Intellectus Partners
California
$203K -$13.3K -150 -6%
C
642
Certuity
Florida
$202K -$178 -2 -0.1%
GSIAS
643
Garden State Investment Advisory Services
New Jersey
$202K +$202K +2,272 New
AC
644
Annandale Capital
Texas
$201K -$34K -383 -14%
LSPW
645
Lake Street Private Wealth
Illinois
$201K +$1.25K +14 +0.6%
CIA
646
Cape Investment Advisory
Georgia
$199K +$15.6K +176 +9%
SIS
647
Strategic Investment Solutions
Illinois
$171K +$169K +1,860 +6,200%
AIC
648
Archer Investment Corporation
Indiana
$168K -$58K -653 -26%
CG
649
Cutler Group
California
$162K -$53.1K -601 -25%
FWA
650
FSC Wealth Advisors
New York
$159K +$54.2K +610 +52%
24 25
26
27 28