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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 %
FCMT
651
Founders Capital Management (Texas)
Texas
$19K +$19K +194 New
VRM
652
Vectors Research Management
New York
$18K – – –
HCA
653
Heck Capital Advisors
Wisconsin
$16.3K -$16.9K -174 -51%
Jones Financial Companies
654
Jones Financial Companies
Missouri
$16K -$95 -1 -0.6%
AFG
655
Albion Financial Group
Utah
$16K – – –
FPS
656
Fieldpoint Private Securities
Connecticut
$16K +$16K +162 New
HI
657
Hudock Inc
Pennsylvania
$14K -$79.8K -861 -85%
DZ Bank
658
DZ Bank
Germany
$14K – – –
FRA
659
Front Row Advisors
California
$14K – – –
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$13.5K -$1.47K -13,908 -10%
EIP
661
Ellis Investment Partners
Pennsylvania
$13K -$11.5K -125 -47%
DWA
662
Delos Wealth Advisors
Texas
$13K +$293 +3 +2%
SC
663
Schubert & Co
Texas
$13K +$13K +134 New
SMA
664
Sage Mountain Advisors
Georgia
$11K – – –
HBW
665
Hazlett, Burt & Watson
West Virginia
$10K – – –
PP
666
Pacifica Partners
Canada
$10K +$10K +103 New
M1FG
667
Mach-1 Financial Group
Arkansas
$9K +$8.64K +97 +2,425%
PO
668
Private Ocean
California
$8K – – –
AWM
669
Aspire Wealth Management
Massachusetts
$7K -$1.5K -15 -18%
VNA
670
Valley National Advisers
Pennsylvania
$7K – – –
SIS
671
Sound Income Strategies
Florida
$7K +$4.22K +44 +152%
FA
672
Faithward Advisors
Pennsylvania
$6K – – –
CWM
673
Consultiva Wealth Management
Puerto Rico
$6K – – –
CFO
674
CVA Family Office
Colorado
$6K – – –
HFS
675
Heritage Financial Services
Massachusetts
$6K +$6K +62 New
25 26
27
28 29