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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
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.42B
4
RWP
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
Ocean Park Asset Management
California
$0
3
Jane Street
Jane Street
New York
$15.4M
4
RJA
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
676
SignatureFD
Georgia
$57.8K -$12.3K -138 -17%
HGERS
677
Householder Group Estate & Retirement Specialist
Arizona
$56.9K +$56.9K +640 New
SFCL
678
Strengthening Families & Communities LLC
Massachusetts
$53K +$445 +5 +0.8%
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$52.5K +$35.3K +398 +206%
PP
680
Pacifica Partners
Canada
$51.3K – – –
GI
681
Gradient Investments
Minnesota
$50.8K -$40.7K -458 -44%
AWM
682
Angeles Wealth Management
California
$48.3K – – –
CA
683
Clearstead Advisors
Ohio
$47.4K +$23.7K +267 +100%
AWM
684
AllSquare Wealth Management
New York
$46.4K – – –
CPA
685
Cardiff Park Advisors
California
$44.4K +$44.4K +500 New
TCPG
686
Trivant Custom Portfolio Group
California
$40K +$40K +450 New
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$37.1K -$21.8K -245 -37%
GIA
688
GHP Investment Advisors
Colorado
$36K +$36K +409 New
CHA
689
Carmichael Hill & Associates
Maryland
$36K -$4.97K -56 -12%
ANBT
690
American National Bank & Trust
Texas
$35.1K – – –
TIM
691
Thompson Investment Management
Wisconsin
$35.1K – – –
DSC
692
Duncker Streett & Co
Missouri
$34.7K – – –
SIC
693
Salem Investment Counselors
North Carolina
$33.6K +$10.6K +119 +46%
OC
694
Oakworth Capital
Alabama
$33.3K – – –
HR
695
Howe & Rusling
New York
$32.5K +$20.2K +227 +163%
AWM
696
Avior Wealth Management
Nebraska
$28.8K +$24.3K +273 +535%
CP
697
Castleview Partners
Texas
$27.8K – – –
HWA
698
HHM Wealth Advisors
Tennessee
$26.7K – – –
CB
699
Centennial Bank
Arkansas
$25.8K – – –
BCM
700
BluePath Capital Management
Georgia
$25.8K +$25.8K +290 New
26 27
28
29 30