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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 %
BF
651
BOK Financial
Oklahoma
$158K +$38.7K +447 +32%
PWMG
652
Prestige Wealth Management Group
New Jersey
$155K -$43.1K -485 -22%
PFM
653
Phillips Financial Management
Indiana
$152K – – –
Kayne Anderson Rudnick Investment Management
654
Kayne Anderson Rudnick Investment Management
California
$150K +$1.24K +14 +0.8%
BI
655
Bramshill Investments
Florida
$149K +$5.86K +66 +4%
AWM
656
Aspire Wealth Management
Massachusetts
$149K -$63.1K -710 -30%
CF
657
Centaurus Financial
California
$149K -$6.47K -73 -4%
OP
658
ORG Partners
Indiana
$144K -$8.01M -90,117 -98%
EWA
659
EP Wealth Advisors
California
$144K +$144K +1,618 New
RIA
660
Realta Investment Advisors
Delaware
$133K – – –
FFA
661
Founders Financial Alliance
North Carolina
$131K -$62.7K -706 -32%
SS
662
Sunbelt Securities
Texas
$125K +$109K +1,225 +692%
GIA
663
Goodwin Investment Advisory
Georgia
$122K -$58.6K -660 -32%
TFGT
664
TS Financial Group (TSFG)
Illinois
$120K +$266 +3 +0.2%
CSC
665
Caldwell Sutter Capital
California
$114K +$51.5K +580 +82%
Simplex Trading
666
Simplex Trading
Illinois
$108K +$108K +1,217 New
Fifth Third Bancorp
667
Fifth Third Bancorp
Ohio
$103K +$4.88K +55 +5%
LJHT
668
Laurie J. Hall Trustee
$98K – – –
AFS
669
Annapolis Financial Services
Maryland
$95.5K – – –
FWP
670
FAS Wealth Partners
Kansas
$86.6K -$105K -1,186 -55%
BFEC
671
Benjamin F. Edwards & Company
Missouri
$71K +$11.7K +133 +20%
HIA
672
Harbor Investment Advisory
Maryland
$68.8K -$4.71K -53 -6%
MHR
673
Matthew Hamilton Rosenberg
$65.7K -$5.77K -65 -8%
PO
674
Private Ocean
California
$61.6K -$6.48K -73 -10%
AWA
675
Alaska Wealth Advisors
Alaska
$59.8K +$355 +4 +0.6%
25 26
27
28 29