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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
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
5
CW
5
Connectus Wealth
Ohio
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
WJA
76
Willis Johnson & Associates
Texas
$24.7M 266,112 +8,423 +3%
AWS
77
Atria Wealth Solutions
New York
$23.9M 257,868 +153,383 +147%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$23.8M 257,059 +257,059 New
US Bancorp
79
US Bancorp
Minnesota
$23.2M 250,173 +55,886 +29%
Betterment LLC
80
Betterment LLC
New York
$22.8M 245,665 +112,954 +85%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$22.3M 240,345 -239,566 -50%
CA
82
Cetera Advisors
Colorado
$21.6M 233,073 +223,690 +2,384%
SOMRS
83
State of Michigan Retirement System
Michigan
$20.9M 225,800 – –
IWC
84
Integrated Wealth Concepts
Massachusetts
$20.9M 225,254 +6,350 +3%
IWS
85
Insight Wealth Strategies
California
$20.8M 224,048 +1,445 +0.6%
GGS
86
Galvin Gaustad & Stein
Arizona
$20.5M 221,098 +8,082 +4%
CI Investments Inc
87
CI Investments Inc
Ontario, Canada
$20.3M 219,383 – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$20.3M 219,295 +10,291 +5%
RWM
89
RKL Wealth Management
Pennsylvania
$20.3M 219,129 +18,265 +9%
SWP
90
Strategic Wealth Partners
Ohio
$19.6M 211,558 +118,796 +128%
AIA
91
Avalon Investment & Advisory
Texas
$19.1M 206,103 -5,083 -2%
Lazard Asset Management
92
Lazard Asset Management
New York
– – – –
BCM
93
Brookstone Capital Management
Illinois
$18.5M 194,911 +45,595 +31%
HGWM
94
Horst & Graben Wealth Management
Oregon
$18.5M 199,005 +115,077 +137%
BWM
95
BerganKDV Wealth Management
Minnesota
$18.2M 196,101 -78,558 -29%
AI
96
Atria Investments
North Carolina
$18.2M 196,087 +111,883 +133%
MG
97
Mather Group
Illinois
$18.1M 195,183 +2,567 +1%
ERIM
98
Eagle Ridge Investment Management
Connecticut
$17.5M 189,104 -4,603 -2%
KI
99
Kapitalo Investimentos
Brazil
$17.5M 188,968 +188,968 New
JSA
100
Jacobson & Schmitt Advisors
Wisconsin
$17.4M 190,371 – –
2 3
4
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