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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 Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$8.01M -$806K -8,800 -9%
CL
127
CIM LLC
New York
$7.88M +$66.9K +740 +0.9%
AI
128
Atria Investments
North Carolina
$7.71M +$1.23M +13,486 +19%
HGWM
129
Horst & Graben Wealth Management
Oregon
$7.69M +$573K +6,253 +8%
NA
130
NewEdge Advisors
Louisiana
$7.62M -$773K -8,439 -9%
GWM
131
Geneos Wealth Management
Colorado
$7.37M -$304K -3,324 -4%
GIM
132
Goelzer Investment Management
Indiana
$7.34M -$61.6K -673 -0.8%
PGA
133
Portland Global Advisors
Maine
$7.25M +$53.6K +585 +0.7%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19M -$7.82M -86,290 -52%
WP
135
WealthSource Partners
California
$7.1M -$334K -3,643 -4%
WCWM
136
Wooster Corthell Wealth Management
Connecticut
$7.05M +$32K +349 +0.5%
OMC
137
Old Mission Capital
Illinois
$7.05M +$2.66M +29,089 +61%
FM
138
Family Management
New York
$6.74M +$6.74M +73,642 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$6.6M +$989K +10,800 +18%
FAG
140
Financial Advisory Group
Texas
$6.58M +$3.11M +33,953 +90%
LG
141
Leuthold Group
Minnesota
$6.3M -$4.11M -44,928 -40%
DBT
142
Dubuque Bank & Trust
Iowa
$6.24M +$132K +1,446 +2%
AWM
143
AE Wealth Management
Kansas
$6.06M -$11.3M -123,162 -65%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$6.06M +$580K +6,337 +11%
KFSC
145
Keystone Financial Services (Colorado)
Colorado
$6.03M +$5.32M +58,479 +743%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$6M +$419K +4,579 +8%
BC
147
Bartlett & Co
Ohio
$6M +$419K +4,579 +8%
CCA
148
Checchi Capital Advisers
California
$5.67M -$11.8M -129,223 -68%
TSA
149
Tri-Star Advisors
Texas
$5.56M -$717K -7,854 -11%
SW
150
SteelPeak Wealth
California
$5.52M -$367K -4,012 -6%
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