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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 %
OPA
801
Old Port Advisors
Maine
– -$203K -2,188 Closed
AWM
802
Accurate Wealth Management
Florida
– -$169K -1,784 Closed
RIA
803
Realta Investment Advisors
Delaware
– -$122K -1,319 Closed
USCWA
804
U.S. Capital Wealth Advisors
Texas
– -$119K -1,284 Closed
PFBT
805
Parkside Financial Bank & Trust
Missouri
– -$89K -960 Closed
RFS
806
Retirement Financial Solutions
Tennessee
– -$73K -787 Closed
KOMWMG
807
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$70K -756 Closed
DWP
808
Destiny Wealth Partners
Florida
– -$68.8K -742 Closed
Qube Research & Technologies (QRT)
809
Qube Research & Technologies (QRT)
United Kingdom
– -$58.3K -629 Closed
SFCL
810
Strengthening Families & Communities LLC
Massachusetts
– -$57K -619 Closed
TCOV
811
Trust Company of Vermont
Vermont
– -$45.5K -491 Closed
BAAM
812
Baker Avenue Asset Management
California
– -$43.3K -467 Closed
LS
813
Leelyn Smith
Illinois
– -$28K -302 Closed
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
– -$28K -298 Closed
CH
815
Canton Hathaway
Rhode Island
– -$24K -264 Closed
ZIG
816
Zullo Investment Group
Pennsylvania
– -$23.7K -256 Closed
RBC
817
Romano Brothers & Co
Illinois
– -$18.9K -204 Closed
MCC
818
Money Concepts Capital
Florida
– -$11.4K -123 Closed
FA
819
Fiduciary Alliance
South Carolina
– -$11K -119 Closed
HBW
820
Hazlett, Burt & Watson
West Virginia
– -$10K -106 Closed
MWC
821
MBM Wealth Consultants
Missouri
– -$9K -96 Closed
MSCM
822
McElhenny Sheffield Capital Management
Texas
– -$6.12K -66 Closed
CA
823
Corrado Advisors
New Jersey
– -$3.71K -40 Closed
EE
824
EWG Elevate
California
– -$3.53K -38 Closed
MWM
825
Mascoma Wealth Management
New Hampshire
– -$3.34K -36 Closed
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