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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
1
LPL Financial
California
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.78B
3
BlackRock
3
BlackRock
New York
$431M
4
OPAM
4
Ocean Park Asset Management
California
$123M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$315M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
CIM
2
Chiron Investment Management
New York
$0
3
HF
3
HRT Financial
New York
$315K
4
HI
4
Horizon Investments
North Carolina
$53.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
76
Miracle Mile Advisors
California
$25.8M +$350K +3,695 +1%
SWP
77
Strategic Wealth Partners
Ohio
$25.5M +$5.5M +58,104 +27%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$24.7M +$342K +3,605 +1%
AIA
79
Avalon Investment & Advisory
Texas
$24.3M +$4.79M +50,584 +25%
HGWM
80
Horst & Graben Wealth Management
Oregon
$24.3M +$5.43M +57,366 +29%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$24.1M +$8M +84,445 +50%
GGS
82
Galvin Gaustad & Stein
Arizona
$24.1M +$3.13M +33,026 +15%
KeyBank National Association
83
KeyBank National Association
Ohio
$24M -$2.8M -29,588 -10%
FIA
84
Foundations Investment Advisors
Arizona
$23M +$12.1M +127,834 +111%
AI
85
Atria Investments
North Carolina
$22.3M +$3.69M +38,984 +20%
Betterment LLC
86
Betterment LLC
New York
$22.1M -$1.19M -12,535 -5%
RWM
87
RKL Wealth Management
Pennsylvania
$21.6M +$797K +8,415 +4%
SOMRS
88
State of Michigan Retirement System
Michigan
$21.4M – – –
CI Investments Inc
89
CI Investments Inc
Ontario, Canada
$20.8M – – –
IWS
90
Insight Wealth Strategies
California
$20.4M -$778K -8,214 -4%
Jane Street
91
Jane Street
New York
$20M -$23.4M -247,375 -54%
NA
92
NewEdge Advisors
Louisiana
$20M +$3.37M +35,576 +20%
BCM
93
Brookstone Capital Management
Illinois
$19.6M +$1.3M +13,795 +7%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$19.5M -$13.8M -146,152 -41%
CFGS
95
Concourse Financial Group Securities
Alabama
$19.3M +$5.65M +59,623 +41%
SW
96
SteelPeak Wealth
California
$19.3M +$5.63M +59,476 +41%
BWM
97
BerganKDV Wealth Management
Minnesota
$19M +$413K +4,364 +2%
Lazard Asset Management
98
Lazard Asset Management
New York
$19M -$18.6M – –
TIM
99
Tortoise Investment Management
New York
$18.6M +$3.17M +33,445 +21%
MNG
100
Manning & Napier Group
New York
$18.1M -$16.7M – –
2 3
4
5 6