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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.

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
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
5
CW
5
Connectus Wealth
Ohio
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthSource Partners
California
$36.6M 394,478 +316,969 +409%
CI
52
Conning Inc
Connecticut
$36M 387,672 – –
CIM
53
Chiron Investment Management
New York
$35.9M 386,888 +386,888 New
CW
54
CreativeOne Wealth
Kansas
$35.4M 381,790 +204,306 +115%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$32.9M 352,779 +186,466 +112%
KAS
56
Kestra Advisory Services
Texas
$32.7M 353,007 +253,064 +253%
OIA
57
OneDigital Investment Advisors
Kansas
$32.5M 350,936 +297,344 +555%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$32.4M 349,492 -400,780 -53%
HF
59
HRT Financial
New York
$32M 344,790 -98,346 -22%
SEI Investments
60
SEI Investments
Pennsylvania
$31.4M 339,052 +13,318 +4%
ZIG
61
Zurich Insurance Group
Switzerland
$31.3M 338,060 – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$30.7M 331,051 -44,991 -12%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$30.2M 325,932 +44,910 +16%
JC
64
JB Capital
Connecticut
$29.5M 317,627 +288,319 +984%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$29.4M 307,936 +23,055 +8%
SMFG
66
Sumitomo Mitsui Financial Group
Japan
$29.3M 315,804 -2,998 -0.9%
AWM
67
AE Wealth Management
Kansas
$28.7M 309,348 +243,178 +368%
CAM
68
Cresset Asset Management
Illinois
$28.5M 307,561 +296,971 +2,804%
Barclays
69
Barclays
United Kingdom
$27.8M 300,000 +300,000 New
PFO
70
Pathstone Family Office
New Jersey
$26.8M 288,634 +3,934 +1%
Franklin Resources
71
Franklin Resources
California
$26.6M 286,512 +62,517 +28%
KeyBank National Association
72
KeyBank National Association
Ohio
$26.3M 283,118 -33,572 -11%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$26.1M 280,960 +278,422 +10,970%
MMA
74
Miracle Mile Advisors
California
$24.9M 268,373 -34,248 -11%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$24.9M 268,075 +66 +0%
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