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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 %
CB
701
Centennial Bank
Arkansas
$27K – – –
MA
702
MCF Advisors
Kentucky
$26.8K +$4.48K +48 +20%
MCM
703
Mill Capital Management
North Carolina
$26.1K – – –
MIH
704
Meitav Investment House
Israel
$25K +$25K +270 New
CA
705
Clearstead Advisors
Ohio
$24.9K – – –
WB
706
Webster Bank
Connecticut
$24.4K – – –
IRC
707
Investors Research Corp
Georgia
$24.2K -$27.2K -292 -53%
SIC
708
Salem Investment Counselors
North Carolina
$24.2K +$4.29K +46 +22%
SCA
709
Stonebridge Capital Advisors
Minnesota
$24K -$1.87K -20 -7%
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.3K – – –
GBT
711
Grove Bank & Trust
Florida
$23.2K +$23.2K +249 New
AWM
712
Abound Wealth Management
Tennessee
$21.9K +$21.9K +235 New
JWA
713
JFS Wealth Advisors
Pennsylvania
$20.6K +$20.6K +221 New
BBPWM
714
Blue Bell Private Wealth Management
Pennsylvania
$20.3K +$20.3K +218 New
WWM
715
Wolff Wiese Magana
California
$20.1K +$373 +4 +2%
FA
716
Faithward Advisors
Pennsylvania
$19.9K -$5.38K -59 -21%
FBC
717
Fairfield, Bush & Co
Connecticut
$18.7K +$18.7K +200 New
ACA
718
Aptus Capital Advisors
Alabama
$18.5K – – –
FCMT
719
Founders Capital Management (Texas)
Texas
$18.1K – – –
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$18K +$18K +193 New
TSWM
721
Tyler-Stone Wealth Management
Ohio
$18K +$18K +198 New
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$17.5K +$17.5K +188 New
HCA
723
Heck Capital Advisors
Wisconsin
$16.5K +$93 +1 +0.6%
TRCT
724
Tower Research Capital (TRC)
New York
$16.5K -$131K -1,403 -89%
TC
725
Truvestments Capital
Florida
$16.5K – – –
27 28
29
30 31