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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 %
KWM
101
Kingsview Wealth Management
Oregon
$13M 141,611 +29,491 +26%
Betterment LLC
102
Betterment LLC
New York
$12.9M 132,711 – –
FA
103
FDx Advisors
Illinois
$12.1M 131,943 -3,904 -3%
PL
104
Protective Life
Alabama
$11.3M 123,421 -40,600 -25%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$11.2M 122,720 -42,631 -26%
TAIM
106
TD Ameritrade Investment Management
Nebraska
$11.2M 122,710 -7,663 -6%
IAN
107
Integrated Advisors Network
Texas
$10.8M 117,553 +2,503 +2%
TG
108
TCW Group
California
$10.5M 114,112 -23,068 -17%
BCV
109
Banque Cantonale Vaudoise
Switzerland
$10.3M 112,500 -5,200 -4%
BI
110
Ballast Inc
Kentucky
$9.72M 106,104 +2,714 +3%
LWA
111
LWS Wealth Advisors
New Jersey
$9.72M 106,102 +3,109 +3%
AWS
112
Atria Wealth Solutions
New York
$9.57M 104,485 +8,860 +9%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$9.56M 104,351 +955 +0.9%
KAS
114
Kestra Advisory Services
Texas
$9.15M 99,943 +2,781 +3%
AAS
115
Avantax Advisory Services
Texas
$9.06M 98,921 +1,164 +1%
MYAM
116
Meiji Yasuda Asset Management
Japan
$8.89M 97,058 -16,617 -15%
HNB
117
Huntington National Bank
Ohio
– – – –
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$8.74M 95,446 -1,406 -1%
SWP
119
Strategic Wealth Partners
Ohio
$8.5M 92,762 +5,422 +6%
KL
120
KWMG LLC
Kansas
$8.5M 92,755 +3,698 +4%
HGWM
121
Harvest Group Wealth Management
Massachusetts
$8.45M 95,089 +2,027 +2%
GRP
122
Global Retirement Partners
California
$8.38M 92,757 +11,223 +14%
CAN
123
Cetera Advisor Networks
California
$8.38M 91,492 +57,240 +167%
ECM
124
Evergreen Capital Management
Washington
$8.24M 89,962 +6,332 +8%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$8.09M 88,386 +1,419 +2%
3 4
5
6 7