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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
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MNG
101
Manning & Napier Group
New York
– – – –
Prudential Financial
102
Prudential Financial
New Jersey
$16.6M 179,312 +144,611 +417%
TSA
103
Tri-Star Advisors
Texas
$16.4M 171,846 +110,918 +182%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$15.8M 169,969 +97,898 +136%
AA
105
Acorns Advisers
California
$15.2M 163,860 +20,322 +14%
SFG
106
Snider Financial Group
Washington
$15.2M 163,822 -1,610 -1%
NCM
107
Northland Capital Management
Minnesota
$15.2M 163,465 +144,648 +769%
TIM
108
Tortoise Investment Management
New York
$15.1M 163,134 +14,020 +9%
CIC
109
Cutler Investment Counsel
Oregon
$15M 161,770 +281 +0.2%
NC
110
NewSquare Capital
Pennsylvania
$15M 161,683 -10,742 -6%
FM
111
Foster & Motley
Ohio
$14.8M 159,043 +7,169 +5%
FA
112
FDx Advisors
Illinois
$14.6M 157,829 +25,886 +20%
BWAM
113
Boyd Watterson Asset Management
Ohio
$14.5M 156,233 -39,194 -20%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$14.4M 136,231 +13,192 +11%
AWS
115
AJ Wealth Strategies
New York
$14.2M 153,180 -63,169 -29%
HFA
116
High Falls Advisors
New York
$13.8M 148,715 +124,801 +522%
AAS
117
Avantax Advisory Services
Texas
$13.7M 147,291 +48,370 +49%
CFGS
118
Concourse Financial Group Securities
Alabama
$13.4M 144,458 +85,458 +145%
M&T Bank
119
M&T Bank
New York
$13.4M 144,108 -24,918 -15%
SW
120
SteelPeak Wealth
California
$13.3M 143,875 +83,600 +139%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$13.3M 143,691 -22,569 -14%
WCF
122
West Coast Financial
California
$13.1M 141,601 -17,361 -11%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$13M 140,685 +17,965 +15%
UBS AM
124
UBS AM
Illinois
– – – –
SHIM
125
Stone House Investment Management
Pennsylvania
$12.4M 133,259 +85,849 +181%
3 4
5
6 7