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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.

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.26%
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
1
BlackRock
New York
$619M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
3
SEI Investments
Pennsylvania
$160M
4
Ameriprise
4
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$468K
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
4
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCA
76
Mill Creek Capital Advisors
Pennsylvania
$29.1M +$29.1M +312,414 New
FIA
77
Foundations Investment Advisors
Arizona
$28.5M +$5.9M +63,249 +26%
AWM
78
AE Wealth Management
Kansas
$28M -$4.92M -52,703 -15%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$26.6M -$2.96M -31,717 -10%
SWP
80
Strategic Wealth Partners
Ohio
$26.2M +$1.08M +11,610 +4%
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$26.2M +$478K +5,126 +2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$25.7M +$241K +2,581 +0.9%
TIM
83
Tortoise Investment Management
New York
$25.5M +$7.17M +76,909 +39%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$25.1M +$821K +8,807 +3%
AC
85
Allstate Corporation
Illinois
$24.7M +$24.7M +265,000 New
GGS
86
Galvin Gaustad & Stein
Arizona
$24.6M +$893K +9,580 +4%
Franklin Resources
87
Franklin Resources
California
$24.6M -$2.44M -26,206 -9%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$24.5M +$821K +8,800 +3%
HGWM
89
Horst & Graben Wealth Management
Oregon
$24.5M +$577K +6,190 +2%
AI
90
Atria Investments
North Carolina
$22.7M +$825K +8,842 +4%
VAS
91
Vestmark Advisory Solutions
Massachusetts
$21.7M +$17.2M +184,700 +385%
FA
92
FDx Advisors
Illinois
$21.5M +$6.83M +73,186 +46%
CFGS
93
Concourse Financial Group Securities
Alabama
$21.4M +$2.38M +25,517 +13%
RWM
94
RKL Wealth Management
Pennsylvania
$21.4M +$178K +1,909 +0.8%
NA
95
NewEdge Advisors
Louisiana
$20.9M +$1.15M +12,281 +6%
KeyBank National Association
96
KeyBank National Association
Ohio
$20.7M -$2.91M -31,225 -12%
CI Investments Inc
97
CI Investments Inc
Ontario, Canada
$20.5M – – –
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$20.1M +$3.92M +42,074 +24%
IWS
99
Insight Wealth Strategies
California
$20.1M -$46.6K -500 -0.2%
Prudential Financial
100
Prudential Financial
New Jersey
$19.7M -$8.02M -85,985 -29%
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4
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