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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.

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 %
ERIM
101
Eagle Ridge Investment Management
Connecticut
$18.1M +$149K +1,573 +0.8%
HFA
102
High Falls Advisors
New York
$17.7M +$3.63M +38,275 +26%
MG
103
Mather Group
Illinois
$17.6M -$859K -9,064 -5%
AA
104
Acorns Advisers
California
$17.2M +$1.71M +18,029 +11%
IWC
105
Integrated Wealth Concepts
Massachusetts
$17.2M -$4.13M -43,631 -19%
AAS
106
Avantax Advisory Services
Texas
$17.1M +$3.11M +32,788 +22%
UBS AM
107
UBS AM
Illinois
$17M -$12.7M – –
NMFM
108
National Mutual Funds Management
Australia
$17M +$17M +179,598 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$16.5M +$2.85M +30,134 +21%
NCM
110
Northland Capital Management
Minnesota
$16.5M +$970K +10,240 +6%
CTI
111
Community Trust & Investment
Kentucky
$16.3M +$16.3M +172,314 New
FM
112
Foster & Motley
Ohio
$15.5M +$475K +5,015 +3%
SFG
113
Snider Financial Group
Washington
$15.4M -$127K -1,340 -0.8%
SHJ
114
Sharkey, Howes & Javer
Colorado
$15.2M +$3.07M +32,360 +25%
NC
115
NewSquare Capital
Pennsylvania
$14.9M -$422K -4,455 -3%
PL
116
Protective Life
Alabama
$14.7M +$3.03M +32,000 +26%
PAG
117
Private Advisor Group
New Jersey
$14.7M +$7.35M +77,563 +100%
SHIM
118
Stone House Investment Management
Pennsylvania
$14.7M +$2.09M +22,065 +17%
FA
119
FDx Advisors
Illinois
$14.6M – – –
PFO
120
Pathstone Family Office
New Jersey
$14.6M -$12.7M -134,349 -47%
WCF
121
West Coast Financial
California
$14.3M +$906K +9,563 +7%
CC
122
Centiva Capital
New York
$14.2M +$14.2M +150,000 New
CS
123
Comerica Securities
Michigan
$14.2M +$2.11M +22,280 +17%
BWAM
124
Boyd Watterson Asset Management
Ohio
$14M -$788K -8,318 -5%
APW
125
Austin Private Wealth
Texas
$13.5M +$2.79M +29,450 +26%
3 4
5
6 7