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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 %
PP
751
PrairieView Partners
Minnesota
$7K -$37.3K -410 -84%
VNA
752
Valley National Advisers
Pennsylvania
$7K – – –
FGAM
753
Financial Gravity Asset Management
Texas
$6.75K +$790 +3,862 +13%
DWMG
754
DB Wealth Management Group
California
$6.53K – – –
GWANC
755
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.53K – – –
CFO
756
CVA Family Office
Colorado
$5.78K – – –
CWM
757
Consultiva Wealth Management
Puerto Rico
$5.69K – – –
TCOV
758
Trust Company of Vermont
Vermont
$5.6K +$5.6K +60 New
AWM
759
Avior Wealth Management
Nebraska
$4.76K – – –
SWA
760
SOA Wealth Advisors
New York
$4.57K – – –
NIC
761
Northwest Investment Counselors
Oregon
$4.29K – – –
BAAM
762
Baker Avenue Asset Management
California
$4.29K +$4.29K +46 New
BC
763
Barrett & Company
Rhode Island
$4.17K – – –
ADL
764
Asset Dedication LLC
California
$4K +$2.04K +24 +104%
TAM
765
Townsend Asset Management
North Carolina
$3.92K – – –
EWM
766
EPG Wealth Management
Georgia
$3.77K – – –
LFG
767
Larson Financial Group
Missouri
$3.17K – – –
GWSG
768
GPS Wealth Strategies Group
Colorado
$3.17K +$3.17K +34 New
SIS
769
Strategic Investment Solutions
Illinois
$2.77K +$92 +1 +3%
PA
770
PSI Advisors
Florida
$1.77K – – –
WPA
771
West Paces Advisors
Georgia
$1.12K – – –
TFA
772
Transamerica Financial Advisors
Florida
$1K – – –
KFI
773
Key Financial Inc
Pennsylvania
$933 – – –
KTC
774
Kistler-Tiffany Companies
Pennsylvania
$467 +$467 +5 New
CWC
775
Carolinas Wealth Consulting
North Carolina
$373 +$373 +4 New
29 30
31
32 33