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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 %
Allianz Asset Management
101
Allianz Asset Management
Germany
$19.6M +$11.7M +125,595 +149%
BCM
102
Brookstone Capital Management
Illinois
$19.4M +$266K +2,899 +1%
IWC
103
Integrated Wealth Concepts
Massachusetts
$19.3M +$2.4M +25,740 +14%
SAS
104
Sage Advisory Services
Texas
$19.2M +$14M +150,149 +267%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$19M -$192K -2,067 -1%
SW
106
SteelPeak Wealth
California
$19M +$15.9K +170 +0.1%
CTI
107
Community Trust & Investment
Kentucky
$18.9M +$2.8M +30,025 +17%
AA
108
Acorns Advisers
California
$18.7M +$1.74M +18,675 +10%
Betterment LLC
109
Betterment LLC
New York
$18.7M -$3.04M -32,643 -14%
PCA
110
Pallas Capital Advisors
Massachusetts
$18.6M +$5.4M +57,697 +41%
AAS
111
Avantax Advisory Services
Texas
$18.5M +$1.67M +17,872 +10%
ERIM
112
Eagle Ridge Investment Management
Connecticut
$18.4M +$589K +6,318 +3%
HFA
113
High Falls Advisors
New York
$18.3M +$817K +8,765 +5%
MNG
114
Manning & Napier Group
New York
$18M -$18.1M – –
NCM
115
Northland Capital Management
Minnesota
$17.6M +$1.44M +15,441 +9%
UBS AM
116
UBS AM
Illinois
$17M -$17M – –
GWM
117
Geneos Wealth Management
Colorado
$16.5M +$4.56M +48,925 +38%
SHJ
118
Sharkey, Howes & Javer
Colorado
$16.5M +$1.48M +15,891 +10%
CIAS
119
CFS Investment Advisory Services
New Jersey
$16M +$16M +171,885 New
IWP
120
Icon Wealth Partners
Texas
$16M +$2.84M +30,417 +22%
Citadel Advisors
121
Citadel Advisors
Florida
$15.7M +$15.1M +162,191 +2,519%
SFG
122
Snider Financial Group
Washington
$15.3M +$185K +1,983 +1%
SHIM
123
Stone House Investment Management
Pennsylvania
$15M +$503K +5,398 +3%
PFO
124
Pathstone Family Office
New Jersey
$14.6M +$253K +2,716 +2%
M&T Bank
125
M&T Bank
New York
$14.6M +$2.35M +25,203 +19%
3 4
5
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