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iShares MBS ETF
MBB

Overview Fund Activity

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M

Top Buyers

1
LPL Financial
LPL Financial
California
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.78B
3
BlackRock
BlackRock
New York
$431M
4
OPAM
Ocean Park Asset Management
California
$123M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$315M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
CIM
Chiron Investment Management
New York
$0
3
HF
HRT Financial
New York
$315K
4
HI
Horizon Investments
North Carolina
$53.5M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
726
Stephens Consulting
Michigan
$3.79K +$3.79K +40 New
IHWM
727
Iron Horse Wealth Management
Iowa
$3.32K +$3.32K +35 New
LFG
728
Larson Financial Group
Missouri
$3.22K +$2.94K +31 +1,033%
SIS
729
Strategic Investment Solutions
Illinois
$2.78K +$2.78K +29 New
FGAM
730
Financial Gravity Asset Management
Texas
$2.77K +$2.76K +29,054 +31,241%
BA
731
Bristlecone Advisors
Washington
$2.75K +$2.75K +29 New
SIS
732
Sound Income Strategies
Florida
$2.75K -$9.19K -97 -77%
LOIP
733
Live Oak Investment Partners
Texas
$2.18K -$2.13K – –
ADL
734
Asset Dedication LLC
California
$2K – – –
SWG
735
Summit Wealth Group
Vermont
$2K +$2K +190,123 New
PA
736
PSI Advisors
Florida
$1.8K – – –
GFWA
737
Grey Fox Wealth Advisors
Delaware
$1.71K +$1.71K +18 New
WPA
738
West Paces Advisors
Georgia
$1.14K – – –
TFA
739
Transamerica Financial Advisors
Florida
$1K – – –
KFI
740
Key Financial Inc
Pennsylvania
$947 – – –
CWA
741
Core Wealth Advisors
Florida
$664 +$664 +7 New
First Manhattan
742
First Manhattan
New York
$663 -$2.37K -25 -78%
MCM
743
Manchester Capital Management
Vermont
$569 – – –
AWA
744
Artemis Wealth Advisors
New York
$292 – – –
WPWM
745
Western Pacific Wealth Management
Illinois
$284 +$284 +3 New
2L
746
25 LLC
Missouri
$95 +$95 +1 New
RFG
747
RFP Financial Group
Georgia
$81 – – –
CIM
748
Chiron Investment Management
New York
– -$35.9M -386,888 Closed
Barclays
749
Barclays
United Kingdom
– -$27.8M -300,000 Closed
CRC
750
Curi RMB Capital
Illinois
– -$11.6M -125,026 Closed
28 29
30
31 32