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iShares MBS ETF
MBB

Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.42B
4
RWP
4
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
2
Ocean Park Asset Management
California
$0
3
Jane Street
3
Jane Street
New York
$15.4M
4
RJA
4
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
726
DZ Bank
Germany
$12.3K – – –
ACA
727
Aptus Capital Advisors
Alabama
$12.2K -$5.42K -61 -31%
RG
728
Retirement Group
California
$10.8K – – –
SL
729
Savior LLC
Massachusetts
$10.6K +$89 +1 +0.8%
LFG
730
Larson Financial Group
Missouri
$10.4K +$7.37K +83 +244%
EW
731
Element Wealth
Mississippi
$9.68K – – –
GEA
732
Glen Eagle Advisors
New Jersey
$9.41K – – –
AC
733
AlphaCore Capital
California
$9.15K – – –
SWA
734
SOA Wealth Advisors
New York
$9.15K +$4.8K +54 +110%
CA
735
Centerpoint Advisors
Massachusetts
$9K -$117K -1,298 -93%
Deutsche Bank
736
Deutsche Bank
Germany
$8.35K – – –
RWPA
737
Richard W. Paul & Associates
Michigan
$8.17K – – –
AWM
738
Atticus Wealth Management
Florida
$7.06K +$88 +1 +1%
VNA
739
Valley National Advisers
Pennsylvania
$6K – – –
CWM
740
Consultiva Wealth Management
Puerto Rico
$5.42K – – –
SFG
741
Steward Financial Group
Texas
$5K +$5K +63 New
HWP
742
Hibernia Wealth Partners
Louisiana
$4.71K +$4.71K +53 New
CBT
743
Central Bank & Trust
Kentucky
$4.53K +$4.53K +51 New
NEAM
744
New England Asset Management
Connecticut
$4.44K +$4.44K +50 New
NIC
745
Northwest Investment Counselors
Oregon
$4.09K – – –
BC
746
Barrett & Company
Rhode Island
$3.97K – – –
NFSG
747
Newbridge Financial Services Group
Florida
$3.91K -$25.7K -289 -87%
EWM
748
EPG Wealth Management
Georgia
$3.62K +$88 +1 +3%
RFA
749
Register Financial Advisors
Georgia
$3.48K +$3.48K +39 New
TAM
750
Townsend Asset Management
North Carolina
$3.29K -$444 -5 -12%
28 29
30
31 32