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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
$619M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
SEI Investments
Pennsylvania
$160M
4
Ameriprise
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$468K
2
RIG
RiverFront Investment Group
Virginia
$0
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
676
Tucker Asset Management
Colorado
$76.6K +$68.4K +733 +833%
MHR
677
Matthew Hamilton Rosenberg
$75.1K -$46.5K -499 -38%
S
678
SignatureFD
Georgia
$73.6K -$14.7K -158 -17%
PO
679
Private Ocean
California
$71.5K +$6.81K +73 +11%
HS
680
Horan Securities
United States
$69.2K +$93 +1 +0.1%
CSC
681
Caldwell Sutter Capital
California
$65.9K +$65.9K +707 New
WTC
682
WhitTier Trust Company
Nevada
$63.6K +$63.6K +682 New
BFEC
683
Benjamin F. Edwards & Company
Missouri
$63K -$15.2K -162 -19%
AWA
684
Alaska Wealth Advisors
Alaska
$62.4K – – –
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$61.8K -$8.11K -87 -12%
National Bank of Canada
686
National Bank of Canada
Quebec, Canada
$57.5K +$18.4K +197 +47%
EWM
687
Endurance Wealth Management
Rhode Island
$55K – – –
SFCL
688
Strengthening Families & Communities LLC
Massachusetts
$55K +$55K +591 New
PP
689
Pacifica Partners
Canada
$53.9K – – –
AWM
690
Angeles Wealth Management
California
$50.7K +$50.7K +544 New
AWM
691
AllSquare Wealth Management
New York
$48.8K – – –
CHA
692
Carmichael Hill & Associates
Maryland
$43K -$35.5K -381 -45%
TIM
693
Thompson Investment Management
Wisconsin
$36.8K – – –
ANBT
694
American National Bank & Trust
Texas
$36.8K – – –
DSC
695
Duncker Streett & Co
Missouri
$36.5K -$28.4K -305 -44%
CTC
696
Central Trust Company
Missouri
$36.5K +$36.5K +391 New
OC
697
Oakworth Capital
Alabama
$35K – – –
NFSG
698
Newbridge Financial Services Group
Florida
$31K -$93 -1 -0.3%
CP
699
Castleview Partners
Texas
$29.2K -$5.04K -54 -15%
HWA
700
HHM Wealth Advisors
Tennessee
$28.1K -$91K -976 -76%
26 27
28
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