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iShares MBS ETF
MBB

Overview Fund Activity

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
2
US Bancorp
Minnesota
$282M
3
Jane Street
3
Jane Street
New York
$221M
4
BTI
4
Blue Trust Inc
Georgia
$194M
5
CSIA
5
Charles Schwab Investment Advisory
California
$447M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
5
Raymond James & Associates
Florida
$61.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DHFB
101
Dixon Hubard Feinour & Brown
Virginia
$15.5M 158,880 -5,182 -3%
PFO
102
Pathstone Family Office
New Jersey
$15.3M 157,223 +157,223 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$15.2M 155,838 -64,085 -29%
FM
104
Foster & Motley
Ohio
$14.8M 152,294 -64,979 -30%
WCF
105
West Coast Financial
California
$14.7M 150,721 +4,779 +3%
UBS AM
106
UBS AM
Illinois
– – – –
SFG
107
Snider Financial Group
Washington
$14M 143,963 +33,169 +30%
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$14M 143,407 +143,407 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$13.4M 137,390 -48,538 -26%
TG
110
TCW Group
California
$13.4M 137,180 +27,750 +25%
FA
111
FDx Advisors
Illinois
$13.2M 135,847 -1,202 -0.9%
Betterment LLC
112
Betterment LLC
New York
$12.9M 132,711 -11,779 -8%
TAIM
113
TD Ameritrade Investment Management
Nebraska
$12.7M 130,373 -14,117 -10%
AA
114
Acorns Advisers
California
$12.3M 126,197 +17,028 +16%
TIM
115
Tortoise Investment Management
New York
$12M 123,234 +58,192 +89%
BCV
116
Banque Cantonale Vaudoise
Switzerland
$11.5M 117,700 -5,000 -4%
IAN
117
Integrated Advisors Network
Texas
$11.2M 115,050 +1,227 +1%
MYAM
118
Meiji Yasuda Asset Management
Japan
$11.1M 113,675 -19,733 -15%
LG
119
Leuthold Group
Minnesota
$11.1M 113,668 +19,276 +20%
KWM
120
Kingsview Wealth Management
Oregon
$10.9M 112,120 -31,822 -22%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$10.1M 103,396 -3,624 -3%
BI
122
Ballast Inc
Kentucky
$10.1M 103,390 +16,366 +19%
LWA
123
LWS Wealth Advisors
New Jersey
$10M 102,993 -4,068 -4%
AAS
124
Avantax Advisory Services
Texas
$9.53M 97,757 -686 -0.7%
KAS
125
Kestra Advisory Services
Texas
$9.47M 97,162 +23,237 +31%
3 4
5
6 7