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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 %
SFO
801
Stokes Family Office
Louisiana
– – -2,683 Closed
AIP
802
Almanack Investment Partners
Pennsylvania
– – -2,604 Closed
BFA
803
Beaumont Financial Advisors
Massachusetts
– – -2,578 Closed
ECA
804
Elevated Capital Advisors
Utah
– – -2,554 Closed
WF
805
Welch & Forbes
Massachusetts
– – -2,479 Closed
SFP
806
Shepherd Financial Partners
Massachusetts
– – -2,457 Closed
BCM
807
Beaumont Capital Management
Massachusetts
– – -2,257 Closed
OWA
808
Outlook Wealth Advisors
Texas
– – -2,198 Closed
TIM
809
Tevis Investment Management
Texas
– – -926 Closed
ACK
810
Andrew C. Karlinski
– – -857 Closed
PMFA
811
Plante Moran Financial Advisors
Michigan
– – -700 Closed
HGERS
812
Householder Group Estate & Retirement Specialist
Arizona
– – -595 Closed
JHCP
813
Jackson Hole Capital Partners
Oklahoma
– – -413 Closed
SSB
814
Sandy Spring Bank
Maryland
– – -380 Closed
DBG
815
De Burlo Group
Massachusetts
– – -357 Closed
AWMS
816
Advocacy Wealth Management Services
Georgia
– – -287 Closed
AWM
817
Avior Wealth Management
Nebraska
– – -277 Closed
IFAM
818
Institutional & Family Asset Management
Colorado
– – -225 Closed
HI
819
Hudock Inc
Pennsylvania
– – -151 Closed
BEI
820
Benjamin Edwards Inc
Missouri
– – -145 Closed
SC
821
Schubert & Co
Texas
– – -134 Closed
FPFS
822
First Personal Financial Services
North Carolina
– – -120 Closed
EIP
823
Ellis Investment Partners
Pennsylvania
– – -110 Closed
M1FG
824
Mach-1 Financial Group
Arkansas
– – -101 Closed
BL
825
Balentine LLC
Georgia
– – -79 Closed
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