iShares MBS ETF
750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 312 increasing their positions, 210 reducing their positions, and 74 closing their positions.
116% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 74
57% more funds holding in top 10
Funds holding in top 10: 42 → 66 (+24)
49% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 210
33% more capital invested
Capital invested by funds: $17.9B → $23.8B (+$5.85B)
10% more funds holding
Funds holding: 679 → 750 (+71)
1.92% more ownership
Funds ownership: 90.19% → 92.12% (+1.9%)
40% less call options, than puts
Call options by funds: $6.97M | Put options by funds: $11.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$548M |
| 3 |
LPL Financial
San Diego,
California
|
+$272M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$154M |
| 5 |
Morgan Stanley
New York
|
+$151M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$390M |
| 2 |
Jane Street
New York
|
-$312M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$74.1M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$37M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$23M |
MBB Hedge Fund Activity: Q4 2022 in Review
750 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2022, worth a combined $23.8B — up 33% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new MBB positions and 74 closed out — a net gain of 86 holders — while 312 added to existing stakes and 210 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.26B. The largest seller was Charles Schwab, cutting an estimated $390M.
- 750 institutional investors held iShares MBS ETF (MBB) as of Q4 2022, up from 679 in Q3 2022.
- Funds reported $23.8B of iShares MBS ETF stock for Q4 2022, up 33% quarter-over-quarter.
- 160 funds opened new iShares MBS ETF positions in Q4 2022 and 74 closed out, a net change of +86 holders.
- The largest iShares MBS ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $1.26B added.
- The largest iShares MBS ETF seller in Q4 2022 was Charles Schwab, an estimated $390M sold.
Based on aggregated 13F filings for Q4 2022.