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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.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
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
BlackRock
New York
$619M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
SEI Investments
Pennsylvania
$160M
4
Ameriprise
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$468K
2
RIG
RiverFront Investment Group
Virginia
$0
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
726
Sunbelt Securities
Texas
$16.5K +$93 +1 +0.6%
KSWA
727
Kathleen S. Wright Associates
Pennsylvania
$16.3K -$104K -1,120 -86%
SC
728
SouthState Corp
Florida
$15.9K -$71.7K -769 -82%
AIP
729
Ameritas Investment Partners
Nebraska
$14K – – –
CT
730
Cambridge Trust
Massachusetts
$13.5K – – –
TH
731
TCTC Holdings
Texas
$13.5K – – –
DZ Bank
732
DZ Bank
Germany
$13.1K – – –
FRA
733
Front Row Advisors
California
$13K – – –
HR
734
Howe & Rusling
New York
$13K +$5.5K +59 +74%
SFSG
735
Sound Financial Strategies Group
Mississippi
$12.3K +$12.3K +132 New
RG
736
Retirement Group
California
$11.4K – – –
SL
737
Savior LLC
Massachusetts
$11.1K -$187 -2 -2%
NL
738
NVWM LLC
Pennsylvania
$10.9K +$10.9K +117 New
SMA
739
Sage Mountain Advisors
Georgia
$10.4K – – –
AIA
740
Armor Investment Advisors
North Carolina
$10.3K – – –
EW
741
Element Wealth
Mississippi
$10.2K +$10.2K +109 New
GEA
742
Glen Eagle Advisors
New Jersey
$9.89K -$19.3K -207 -66%
AC
743
AlphaCore Capital
California
$9.61K +$9.61K +103 New
HCM
744
Hollencrest Capital Management
California
$9.23K +$9.23K +99 New
KA
745
Kozak & Associates
Colorado
$9.09K +$9.09K +98 New
SIS
746
Sound Income Strategies
Florida
$9.05K +$6.34K +68 +234%
Deutsche Bank
747
Deutsche Bank
Germany
$8.77K +$8.77K +94 New
RWPA
748
Richard W. Paul & Associates
Michigan
$8.58K – – –
BSB
749
Bangor Savings Bank
Maine
$8.21K -$11.7K -125 -59%
AWM
750
Atticus Wealth Management
Florida
$7.35K +$93 +1 +1%
28 29
30
31 32