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iShares MBS ETF
MBB

Overview Fund Activity

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M

Top Buyers

1
Jane Street
1
Jane Street
New York
$352M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$280M
3
AF
3
Allworth Financial
California
$204M
4
Ameriprise
4
Ameriprise
Minnesota
$910M
5
Truist Financial
5
Truist Financial
North Carolina
$295M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
US Bancorp
2
US Bancorp
Minnesota
$17.8M
3
Mitsubishi UFJ Asset Management
3
Mitsubishi UFJ Asset Management
Japan
$934K
4
BTI
4
Blue Trust Inc
Georgia
$127M
5
CSIA
5
Charles Schwab Investment Advisory
California
$371M
Name Market Value Shares Shares
Change 		Shares
Change %
GGS
76
Galvin Gaustad & Stein
Arizona
$19.5M 213,016 +17,268 +9%
AIA
77
Avalon Investment & Advisory
Texas
$19.3M 211,186 -83,679 -28%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$19.1M 209,004 +71,614 +52%
RWM
79
RKL Wealth Management
Pennsylvania
$18.4M 200,864 +8,856 +5%
BWAM
80
Boyd Watterson Asset Management
Ohio
$17.9M 195,427 -612 -0.3%
US Bancorp
81
US Bancorp
Minnesota
$17.8M 194,287 -2,698,822 -93%
ERIM
82
Eagle Ridge Investment Management
Connecticut
$17.7M 193,707 +7,386 +4%
MG
83
Mather Group
Illinois
$17.6M 192,616 +3,369 +2%
JSA
84
Jacobson & Schmitt Advisors
Wisconsin
$17.4M 190,371 +541 +0.3%
MNG
85
Manning & Napier Group
New York
– – – –
CW
86
CreativeOne Wealth
Kansas
$16.3M 177,484 -26,806 -13%
HWA
87
Heartwood Wealth Advisors
Virginia
$15.9M 174,039 +1,382 +0.8%
NC
88
NewSquare Capital
Pennsylvania
$15.8M 172,425 -2,815 -2%
M&T Bank
89
M&T Bank
New York
$15.5M 169,026 -32,680 -16%
SFG
90
Snider Financial Group
Washington
$15.3M 165,432 +21,469 +15%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$15.3M 166,313 -112,573 -40%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$15.2M 166,260 -4,998 -3%
OCM
93
One Capital Management
California
$15M 164,063 +164,063 New
CIC
94
Cutler Investment Counsel
Oregon
$14.8M 161,489 +1,242 +0.8%
WCF
95
West Coast Financial
California
$14.6M 158,962 +8,241 +5%
FM
96
Foster & Motley
Ohio
$13.9M 151,874 -420 -0.3%
CSPIA
97
Cary Street Partners Investment Advisory
Virginia
$13.7M 149,699 +6,292 +4%
TIM
98
Tortoise Investment Management
New York
$13.7M 149,114 +25,880 +21%
BCM
99
Brookstone Capital Management
Illinois
$13.6M 149,316 -10,629 -7%
AA
100
Acorns Advisers
California
$13.1M 143,538 +17,341 +14%
2 3
4
5 6