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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 %
TFA
751
Transamerica Financial Advisors
Florida
$1K 1 – –
KFI
752
Key Financial Inc
Pennsylvania
$916 10 – –
MCM
753
Manchester Capital Management
Vermont
$556 6 – –
AWA
754
Artemis Wealth Advisors
New York
$285 3 – –
LFG
755
Larson Financial Group
Missouri
$278 3 – –
RFG
756
RFP Financial Group
Georgia
$78 1 +1 New
CIM
757
Confluence Investment Management
Missouri
– – -223,459 Closed
HWA
758
Heartwood Wealth Advisors
Virginia
– – -174,039 Closed
OCM
759
One Capital Management
California
– – -164,063 Closed
OMC
760
Old Mission Capital
Illinois
– – -76,965 Closed
FM
761
Family Management
New York
– – -73,642 Closed
SAM
762
SP Asset Management
California
– – -51,977 Closed
WCM
763
Wunderlich Capital Managemnt
Tennessee
– – -50,354 Closed
Millennium Management
764
Millennium Management
New York
– – -43,646 Closed
WF
765
Williams Financial
Vermont
– – -41,943 Closed
ACG
766
Allen Capital Group
Nebraska
– – -40,689 Closed
Susquehanna International Group
767
Susquehanna International Group
Pennsylvania
– – -26,397 Closed
RWP
768
RWA Wealth Partners
Massachusetts
– – -24,628 Closed
AC
769
Annandale Capital
Texas
– – -21,576 Closed
HCA
770
Harbour Capital Advisors
Virginia
– – -19,263 Closed
ACS
771
Archford Capital Strategies
Illinois
– – -18,283 Closed
EC
772
Estate Counselors
Wisconsin
– – -17,695 Closed
SWM
773
Scissortail Wealth Management
Oklahoma
– – -11,719 Closed
Mitsubishi UFJ Asset Management
774
Mitsubishi UFJ Asset Management
Japan
– – -10,200 Closed
WFA
775
Wells Financial Advisors
Massachusetts
– – -9,063 Closed
29 30
31
32 33