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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 %
AWA
776
Artemis Wealth Advisors
New York
$290 – – –
RFG
777
RFP Financial Group
Georgia
$270 +$180 +2 +200%
2L
778
25 LLC
Missouri
$94 – – –
PCMC
779
Private Capital Management (Colorado)
Colorado
$94 +$94 +1 New
RIG
780
RiverFront Investment Group
Virginia
– -$58.4M -616,620 Closed
WFI
781
West Family Investments
California
– -$7.68M -80,697 Closed
WI
782
WrapManager Inc
California
– -$2.54M -26,799 Closed
BCM
783
BlueCrest Capital Management
Jersey
– -$2.29M -24,192 Closed
NCL
784
Nishkama Capital LLC
Puerto Rico
– -$1.69M -17,884 Closed
WCM
785
Wealthcare Capital Management
Virginia
– -$1.39M -14,662 Closed
Wolverine Trading
786
Wolverine Trading
Illinois
– -$1.34M -14,192 Closed
BAM
787
Belpointe Asset Management
Nevada
– -$1.32M -13,966 Closed
NYLIM
788
New York Life Investment Management
New York
– -$1.28M -13,549 Closed
PCM
789
Penserra Capital Management
California
– -$1.11M -11,768 Closed
NRI
790
NFP Retirement Inc
California
– -$1.09M -11,539 Closed
SFA
791
Source Financial Advisors
New York
– -$974K -10,280 Closed
Simplex Trading
792
Simplex Trading
Illinois
– -$723K -7,640 Closed
CHAM
793
Clear Harbor Asset Management
Connecticut
– -$606K -6,392 Closed
RFWA
794
RPg Family Wealth Advisory
Massachusetts
– -$581K -6,133 Closed
AWMNH
795
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$358K -3,778 Closed
HWM
796
HB Wealth Management
Georgia
– -$312K -3,297 Closed
KIG
797
Kowal Investment Group
Wisconsin
– -$308K -3,253 Closed
WANY
798
Wealthspire Advisors (New York)
New York
– -$300K -3,171 Closed
3LCM
799
3D/L Capital Management
Connecticut
– -$275K -2,901 Closed
SFG
800
Summit Financial Group
West Virginia
– -$264K -2,785 Closed
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