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iShares MBS ETF
MBB

Overview Fund Activity

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M

Top Buyers

1
LPL Financial
LPL Financial
California
$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.78B
3
BlackRock
BlackRock
New York
$431M
4
OPAM
Ocean Park Asset Management
California
$123M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$315M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
CIM
Chiron Investment Management
New York
$0
3
HF
HRT Financial
New York
$315K
4
HI
Horizon Investments
North Carolina
$53.5M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HHRDM
776
H&H Retirement Design & Management
Nevada
– -$764K -7,988 Closed
BI
777
Ballast Inc
Kentucky
– -$707K -7,626 Closed
Koshinski Asset Management
778
Koshinski Asset Management
Illinois
– -$640K -6,903 Closed
VIA
779
Vident Investment Advisory
Georgia
– -$635K -6,845 Closed
FCA
780
FLC Capital Advisors
California
– -$536K -5,783 Closed
Parallax Volatility Advisers
781
Parallax Volatility Advisers
California
– -$513K -5,532 Closed
FCB
782
First County Bank
Connecticut
– -$464K -4,999 Closed
OFG
783
OmniStar Financial Group
North Carolina
– -$463K -4,991 Closed
TGAM
784
TBH Global Asset Management
Tennessee
– -$390K -4,210 Closed
CG
785
Cutler Group
California
– -$371K -4,000 Closed
NCM
786
NCM Capital Management
New Jersey
– -$355K -3,824 Closed
WB
787
WesBanco Bank
West Virginia
– -$309K -3,331 Closed
JCM
788
Janney Capital Management
Pennsylvania
– -$303K -3,267 Closed
DWM
789
Defined Wealth Management
Oregon
– -$261K -2,811 Closed
PWPCM
790
Perella Weinberg Partners Capital Management
New York
– -$257K -2,775 Closed
PFS
791
Prospera Financial Services
Texas
– -$247K -2,662 Closed
NP
792
NorthRock Partners
Minnesota
– -$245K -2,574 Closed
QC
793
QCM Cayman
Texas
– -$238K -2,565 Closed
TWM
794
Trinity Wealth Management
Pennsylvania
– -$237K -2,558 Closed
HKIMG
795
Hutchens & Kramer Investment Management Group
Indiana
– -$229K -2,470 Closed
GWM
796
GDS Wealth Management
Texas
– -$226K -2,438 Closed
CBFP
797
Cedar Brook Financial Partners
Ohio
– -$224K -2,416 Closed
BHWM
798
Bar Harbor Wealth Management
New Hampshire
– -$217K -2,344 Closed
CCFM
799
Clear Creek Financial Management
Washington
– -$210K -2,267 Closed
MGIA
800
Moneta Group Investment Advisors
Missouri
– -$212K -2,216 Closed
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