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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.

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.26%
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
1
BlackRock
New York
$619M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
3
SEI Investments
Pennsylvania
$160M
4
Ameriprise
4
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$468K
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
4
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
51
Willis Johnson & Associates
Texas
$46.8M +$20.7M +222,015 +79%
Korea Investment Corp
52
Korea Investment Corp
South Korea
$46.6M – – –
AWE
53
Avidian Wealth Enterprises
Texas
$45.2M -$228K -2,443 -0.5%
CW
54
CreativeOne Wealth
Kansas
$44.3M +$2.06M +22,096 +5%
WP
55
WealthSource Partners
California
$44.3M -$884K -9,477 -2%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$43.6M +$43.6M +467,388 New
RT
57
Rockland Trust
Massachusetts
$43.3M +$2.94M +31,530 +7%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$43.1M -$450K -4,824 -1%
HI
59
Horizon Investments
North Carolina
$41.7M -$10.9M -117,888 -21%
BWM
60
BerganKDV Wealth Management
Minnesota
$41.3M +$22.6M +241,899 +121%
MMA
61
Miracle Mile Advisors
California
$41M +$15.7M +167,893 +62%
CIA
62
Capital Investment Advisors
Georgia
$40.3M +$843K +9,043 +2%
DJSG
63
D.J. St. Germain
Massachusetts
$38.7M +$38.7M +414,722 New
Fisher Asset Management
64
Fisher Asset Management
Washington
$38.6M +$156K +1,674 +0.4%
CIBC Asset Management
65
CIBC Asset Management
Ontario, Canada
$38.1M – – –
JC
66
JB Capital
Connecticut
$36.9M +$589K +6,314 +2%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$36.3M -$1.16M -12,450 -3%
CI
68
Conning Inc
Connecticut
$36.2M – – –
CA
69
Cetera Advisors
Colorado
$35.8M +$7.93M +84,990 +28%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$34.3M +$2.46M +26,398 +8%
KFP
71
KB Financial Partners
New Jersey
$34.2M +$215K +2,310 +0.6%
AWS
72
Atria Wealth Solutions
New York
$32.6M +$1.62M +17,356 +5%
Corient Private Wealth
73
Corient Private Wealth
Florida
$31.7M +$25.7M +276,036 +435%
ZIG
74
Zurich Insurance Group
Switzerland
$31.5M – – –
SMFG
75
Sumitomo Mitsui Financial Group
Japan
$30.6M +$338K +3,623 +1%
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3
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