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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
BTI
4
Blue Trust Inc
Georgia
$194M
5
CSIA
5
Charles Schwab Investment Advisory
California
$447M

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 %
OC
726
Oppenheimer & Co
New York
– – -4,623 Closed
4WM
727
4J Wealth Management
Virginia
– – -4,374 Closed
WPA
728
West Paces Advisors
Georgia
– – -4,250 Closed
I2I
729
Insight 2811 Inc
Illinois
– – -3,924 Closed
WI
730
Wintrust Investments
Illinois
– – -3,699 Closed
AR
731
Apeiron RIA
Texas
– – -3,552 Closed
NDSI
732
Newman Dignan & Sheerar Inc
Rhode Island
– – -3,381 Closed
DCM
733
Donaldson Capital Management
Indiana
– – -3,249 Closed
ATC
734
Argent Trust Co
Tennessee
– – -3,248 Closed
PFM
735
Phillips Financial Management
Indiana
– – -3,027 Closed
KWA
736
KCS Wealth Advisory
California
– – -3,022 Closed
FPAS
737
Focus Partners Advisor Solutions
Missouri
– – -2,880 Closed
SFO
738
Stokes Family Office
Louisiana
– – -2,875 Closed
PWPCM
739
Perella Weinberg Partners Capital Management
New York
– – -2,775 Closed
RFN
740
RDA Financial Network
Iowa
– – -2,722 Closed
SG
741
Strid Group
Pennsylvania
– – -2,667 Closed
TA
742
TruWealth Advisors
Louisiana
– – -2,593 Closed
SIA
743
Soltis Investment Advisors
Utah
– – -2,548 Closed
IDA
744
Intelligence Driven Advisers
California
– – -2,406 Closed
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
– – -2,341 Closed
RCM
746
Requisite Capital Management
Texas
– – -2,300 Closed
HWM
747
Hohimer Wealth Management
Washington
– – -2,200 Closed
BCI
748
Brinker Capital Investments
Pennsylvania
– – -2,190 Closed
TBWA
749
Three Bridge Wealth Advisors
California
– – -2,119 Closed
LNC
750
Lincoln National Corp
Pennsylvania
– – -2,036 Closed
28 29
30
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