MBB icon

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
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GWANC
726
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.49K 70 +61 +678%
MSCM
727
McElhenny Sheffield Capital Management
Texas
$6.12K 66 +66 New
FMP
728
Financial Management Professionals
Texas
$6K 62 – –
FA
729
Faithward Advisors
Pennsylvania
$5.94K 64 – –
CFO
730
CVA Family Office
Colorado
$5.75K 62 – –
CWM
731
Consultiva Wealth Management
Puerto Rico
$5.66K 61 – –
AWM
732
Aspire Wealth Management
Massachusetts
$5.34K 58 -12 -17%
SWA
733
SOA Wealth Advisors
New York
$4.55K 49 – –
NIC
734
Northwest Investment Counselors
Oregon
$4.27K 46 – –
BC
735
Barrett & Company
Rhode Island
$4.14K 45 – –
S
736
SignatureFD
Georgia
$4.08K 44 -133 -75%
CA
737
Corrado Advisors
New Jersey
$3.71K 40 +40 New
EWM
738
EPG Wealth Management
Georgia
$3.7K 40 – –
EE
739
EWG Elevate
California
$3.53K 38 +38 New
TAM
740
Townsend Asset Management
North Carolina
$3.43K 37 +37 New
MWM
741
Mascoma Wealth Management
New Hampshire
$3.34K 36 – –
TAM
742
Tucker Asset Management
Colorado
$3.27K 35 – –
First Manhattan
743
First Manhattan
New York
$2.97K 32 – –
CFB
744
Cullen/Frost Bankers
Texas
$2.23K 24 +24 New
LOIP
745
Live Oak Investment Partners
Texas
– – – –
FWA
746
Freedom Wealth Alliance
Wisconsin
$2.13K 23 +23 New
CA
747
Crewe Advisors
Utah
$2.04K 22 +22 New
ADL
748
Asset Dedication LLC
California
$2K 23 – –
PA
749
PSI Advisors
Florida
$1.76K 19 – –
WPA
750
West Paces Advisors
Georgia
$1.11K 12 +12 New
28 29
30
31 32