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iShares MBS ETF
MBB

Overview Fund Activity

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
2
US Bancorp
Minnesota
$282M
3
Jane Street
3
Jane Street
New York
$221M
4
CSIA
4
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
5
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
5
Raymond James & Associates
Florida
$61.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
701
Telos Capital Management
California
– – -79,309 Closed
KCM
702
Karp Capital Management
California
– – -70,590 Closed
ACA
703
Anchor Capital Advisors
Massachusetts
– – -69,122 Closed
MWC
704
MBM Wealth Consultants
Missouri
– – -64,592 Closed
FCAG
705
First Capital Advisors Group
New Jersey
– – -58,979 Closed
WF
706
Williams Financial
Vermont
– – -48,610 Closed
SWP
707
ShoreHaven Wealth Partners
New Jersey
– – -39,016 Closed
FTUS
708
Flow Traders U.S.
New York
– – -36,220 Closed
NCM
709
NCM Capital Management
New Jersey
– – -30,789 Closed
Susquehanna International Group
710
Susquehanna International Group
Pennsylvania
– – -23,165 Closed
LMGAM
711
Liberty Mutual Group Asset Management
Massachusetts
– – -21,695 Closed
Citadel Advisors
712
Citadel Advisors
Florida
– – -19,653 Closed
QCMNJ
713
Quantum Capital Management (New Jersey)
New Jersey
– – -10,879 Closed
FWM
714
Focused Wealth Management
New York
– – -9,640 Closed
Schroder Investment Management Group
715
Schroder Investment Management Group
United Kingdom
– – -8,893 Closed
TI
716
Tidal Investments
Wisconsin
– – -8,724 Closed
UL
717
Unionview LLC
Washington
– – -8,294 Closed
AP
718
Advisor Partners
California
– – -8,277 Closed
CA
719
Corrado Advisors
New Jersey
– – -8,207 Closed
LTI
720
Laffer Tengler Investments
Tennessee
– – -8,047 Closed
SLWA
721
San Luis Wealth Advisors
California
– – -6,779 Closed
SI
722
Stephens Inc
Arkansas
– – -6,744 Closed
TPA
723
Trivium Point Advisory
Connecticut
– – -5,679 Closed
CFMC
724
Curbstone Financial Management Corp
New Hampshire
– – -5,590 Closed
WFA
725
Wellspring Financial Advisors
Ohio
– – -4,963 Closed
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