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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
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
5
CW
5
Connectus Wealth
Ohio
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
CST
776
Charles Schwab Trust
Nevada
– – -7,720 Closed
MA
777
MUFG Americas
New York
– – -7,425 Closed
FAM
778
Frontier Asset Management
Wyoming
– – -7,027 Closed
VCM
779
Virtue Capital Management
Tennessee
– – -6,884 Closed
MM
780
Main Management
California
– – -6,815 Closed
TCM
781
Triumph Capital Management
Colorado
– – -6,691 Closed
EA
782
Emerald Advisors
Washington
– – -5,907 Closed
WWM
783
Western Wealth Management
Colorado
– – -5,440 Closed
SC
784
Savant Capital
Illinois
– – -5,298 Closed
CAN
785
Claraphi Advisory Network
United States
– – -5,150 Closed
AGA
786
Arkos Global Advisors
Texas
– – -5,013 Closed
GCA
787
Gradient Capital Advisors
California
– – -4,810 Closed
CAMV
788
Concord Asset Management (Virginia)
Virginia
– – -4,324 Closed
HIC
789
Hartline Investment Corp
Illinois
– – -4,148 Closed
HPWM
790
Highland Private Wealth Management
Washington
– – -4,060 Closed
BOPW
791
Brandywine Oak Private Wealth
Pennsylvania
– – -3,963 Closed
SEA
792
Stegent Equity Advisors
Texas
– – -3,626 Closed
OWP
793
Obermeyer Wealth Partners
Colorado
– – -3,407 Closed
RPG
794
Resource Planning Group
Georgia
– – -3,383 Closed
TWM
795
TMD Wealth Management
Arizona
– – -3,318 Closed
TCMP
796
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -3,181 Closed
LPIC
797
LeJeune Puetz Investment Counsel
Michigan
– – -3,000 Closed
MBT
798
Montecito Bank & Trust
California
– – -2,910 Closed
Financial Engines Advisors
799
Financial Engines Advisors
California
– – -2,726 Closed
LAS
800
LWM Advisory Services
Florida
– – -2,692 Closed
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