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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
801
Arkadios Wealth Advisors
Georgia
– -$246K -2,595 Closed
IWM
802
Iams Wealth Management
Nebraska
– -$242K -2,559 Closed
TA
803
TruWealth Advisors
Louisiana
– -$239K -2,526 Closed
TWA
804
Talisman Wealth Advisors
New Jersey
– -$224K -2,367 Closed
RWM
805
Rezny Wealth Management
Florida
– -$222K -2,341 Closed
VA
806
Valmark Advisers
Ohio
– -$222K -2,340 Closed
TC
807
TownSquare Capital
Utah
– -$214K -2,262 Closed
AFO
808
Arrowroot Family Office
California
– -$205K -2,164 Closed
WC
809
Waterloo Capital
Texas
– -$200K -2,114 Closed
AAS
810
Ameritas Advisory Services
Nebraska
– -$170K -1,798 Closed
FA
811
Fortis Advisors
Pennsylvania
– -$134K -1,414 Closed
MCA
812
Maryland Capital Advisors
Maryland
– -$80.6K -851 Closed
MRC
813
Millburn Ridgefield Corp
New York
– -$78.1K -824 Closed
FCA
814
Fortis Capital Advisors
Kansas
– -$77.9K -822 Closed
DI
815
Disciplined Investments
Oklahoma
– -$72.3K -763 Closed
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$56.6K -598 Closed
GCWM
817
Graham Capital Wealth Management
District of Columbia
– -$495K -522 Closed
TWA
818
TCI Wealth Advisors
Arizona
– -$35.7K -377 Closed
BA
819
Bellwether Advisors
Nebraska
– -$27.4K -289 Closed
RWM
820
Ruedi Wealth Management
Illinois
– -$24.2K -255 Closed
TF
821
Tompkins Financial
New York
– -$12.2K -129 Closed
M1FG
822
Mach-1 Financial Group
Arkansas
– -$9.28M -101 Closed
MAWA
823
Moss Adams Wealth Advisors
Washington
– -$9.28K -98 Closed
CIAS
824
Capital Investment Advisory Services
North Carolina
– -$8.43K -89 Closed
FMP
825
Financial Management Professionals
Texas
– -$6K -62 Closed
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