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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 %
RFC
651
Regions Financial Corp
Alabama
$207K -$42.3K -454 -17%
USCWA
652
U.S. Capital Wealth Advisors
Texas
$204K +$204K +2,189 New
FFA
653
Founders Financial Alliance
North Carolina
$204K +$56.9K +610 +39%
DAM
654
Derbend Asset Management
Georgia
$202K +$202K +2,167 New
FWP
655
FAS Wealth Partners
Kansas
$202K -$14.2K -152 -7%
CIA
656
Cape Investment Advisory
Georgia
$193K -$14.4K -154 -7%
GIA
657
Goodwin Investment Advisory
Georgia
$190K -$466 -5 -0.2%
Loomis, Sayles & Company
658
Loomis, Sayles & Company
Massachusetts
$176K -$151K -1,624 -46%
CF
659
Centaurus Financial
California
$163K -$246K -2,642 -60%
PFM
660
Phillips Financial Management
Indiana
$159K -$23.3K -250 -13%
Kayne Anderson Rudnick Investment Management
661
Kayne Anderson Rudnick Investment Management
California
$156K +$1.31K +14 +0.8%
BI
662
Bramshill Investments
Florida
$151K +$7.55K +81 +5%
RIA
663
Realta Investment Advisors
Delaware
$133K +$133K +1,427 New
CA
664
Centerpoint Advisors
Massachusetts
$130K – – –
BF
665
BOK Financial
Oklahoma
$129K – – –
TFGT
666
TS Financial Group (TSFG)
Illinois
$126K +$22.9K +245 +22%
HT
667
Headlands Technologies
Illinois
$125K +$117K +1,256 +1,411%
FWA
668
FSC Wealth Advisors
New York
$110K +$25.5K +274 +30%
Fifth Third Bancorp
669
Fifth Third Bancorp
Ohio
$103K -$515K -5,523 -83%
LJHT
670
Laurie J. Hall Trustee
$103K – – –
AFS
671
Annapolis Financial Services
Maryland
$100K -$1.4K -15 -1%
GI
672
Gradient Investments
Minnesota
$96.1K +$43.1K +462 +81%
QCG
673
Quadrant Capital Group
Ohio
$90.8K – – –
TWD
674
True Wealth Design
Ohio
$84.3K +$84.3K +904 New
HIA
675
Harbor Investment Advisory
Maryland
$77.2K -$14.5K -156 -16%
25 26
27
28 29