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iShares MBS ETF
MBB

Overview Fund Activity

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M

Top Buyers

1
Jane Street
1
Jane Street
New York
$352M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M
3
AF
3
Allworth Financial
California
$204M
4
Ameriprise
4
Ameriprise
Minnesota
$910M
5
Truist Financial
5
Truist Financial
North Carolina
$295M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
US Bancorp
2
US Bancorp
Minnesota
$17.8M
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$934K
4
BTI
4
Blue Trust Inc
Georgia
$127M
5
CSIA
5
Charles Schwab Investment Advisory
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
676
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K -$2.56K -23 -72%
KFI
677
Key Financial Inc
Pennsylvania
$1K – – –
TFA
678
Transamerica Financial Advisors
Florida
$1K – – –
MCM
679
Manchester Capital Management
Vermont
$1K +$1K +6 New
BWA
680
BDO Wealth Advisors
Florida
$1K +$1K +9 New
FHC
681
First Heartland Consultants
Missouri
$281 +$6 +68 +2%
AWA
682
Artemis Wealth Advisors
New York
$278 -$193K -2,080 -100%
PWAG
683
Polaris Wealth Advisory Group
California
– -$39.3M -403,580 Closed
Renaissance Technologies
684
Renaissance Technologies
New York
– -$15.7M -161,000 Closed
SMM
685
Stadion Money Management
Georgia
– -$9.31M -95,525 Closed
CCWA
686
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$7.11M -72,886 Closed
SWRP
687
Summit Wealth & Retirement Planning
California
– -$6.5M -66,710 Closed
SSWG
688
Seven Springs Wealth Group
Tennessee
– -$5.91M -60,577 Closed
CA
689
Continuum Advisory
Idaho
– -$5.74M -58,842 Closed
IF
690
IRON Financial
Illinois
– -$2.66M -27,304 Closed
SAM
691
Securian Asset Management
Minnesota
– -$2.57M -26,350 Closed
MAM
692
MMA Asset Management
Pennsylvania
– -$2.28M -23,427 Closed
CWM
693
Centric Wealth Management
Illinois
– -$2.19M -22,417 Closed
SHGA
694
Sand Hill Global Advisors
California
– -$1.68M -17,248 Closed
Natixis Advisors
695
Natixis Advisors
Massachusetts
– -$1.25M -12,790 Closed
CIAS
696
CFS Investment Advisory Services
New Jersey
– -$1.21M -12,386 Closed
FLPIM
697
F.L. Putnam Investment Management
Massachusetts
– -$1.2M -12,328 Closed
FFA
698
Fragasso Financial Advisors
Pennsylvania
– -$949K -9,733 Closed
WAS
699
Wealth Advisory Solutions
Indiana
– -$893K -9,161 Closed
Federated Hermes
700
Federated Hermes
Pennsylvania
– -$838K -8,600 Closed
26 27
28
29 30