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iShares MBS ETF
MBB

Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
701
Heck Capital Advisors
Wisconsin
$15.8K +$186 +2 +1%
TRCT
702
Tower Research Capital (TRC)
New York
$14K -$240K -2,605 -94%
AIP
703
Ameritas Investment Partners
Nebraska
$13.9K +$13.9K +150 New
TH
704
TCTC Holdings
Texas
$13.4K – – –
CT
705
Cambridge Trust
Massachusetts
$13K -$301K -3,358 -96%
FRA
706
Front Row Advisors
California
$13K – – –
DZ Bank
707
DZ Bank
Germany
$13K – – –
SIS
708
Sound Income Strategies
Florida
$11.7K +$9K +97 +334%
MCC
709
Money Concepts Capital
Florida
$11.4K -$5.01K -54 -31%
FA
710
Fiduciary Alliance
South Carolina
$11K +$11K +119 New
RG
711
Retirement Group
California
$11K +$11K +122 New
TFS
712
TrustCore Financial Services
Tennessee
$10.5K +$10.5K +113 New
SMA
713
Sage Mountain Advisors
Georgia
$10.4K – – –
SL
714
Savior LLC
Massachusetts
$10.2K -$6.8K -73 -40%
HBW
715
Hazlett, Burt & Watson
West Virginia
$10K +$94 +1 +1%
DWA
716
Delos Wealth Advisors
Texas
$9.65K -$2.13K -23 -18%
PP
717
Pacifica Partners
Canada
$9.6K – – –
GEA
718
Glen Eagle Advisors
New Jersey
$9.38K -$40.1K -432 -81%
MYAM
719
Meiji Yasuda Asset Management
Japan
$9.38K +$373 +4,019 +4%
MWC
720
MBM Wealth Consultants
Missouri
$9K +$9K +96 New
CA
721
Centerpoint Advisors
Massachusetts
$9K +$9K +100 New
RWPA
722
Richard W. Paul & Associates
Michigan
$8.53K +$8.53K +92 New
VNA
723
Valley National Advisers
Pennsylvania
$8K +$1.36K +15 +21%
GIA
724
Goodwin Investment Advisory
Georgia
$7.05K +$1.95K +21 +38%
DWMG
725
DB Wealth Management Group
California
$6.49K -$3.43K -37 -35%
27 28
29
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