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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.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
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
BlackRock
New York
$619M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
SEI Investments
Pennsylvania
$160M
4
Ameriprise
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$468K
2
RIG
RiverFront Investment Group
Virginia
$0
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
126
Protective Life
Alabama
$14.5M – – –
PAG
127
Private Advisor Group
New Jersey
$14.5M +$31.6K +339 +0.2%
NC
128
NewSquare Capital
Pennsylvania
$14.4M -$225K -2,416 -2%
APW
129
Austin Private Wealth
Texas
$14.3M +$969K +10,395 +7%
WCF
130
West Coast Financial
California
$14.1M +$5.69K +61 +0%
MWP
131
Meridian Wealth Partners
Pennsylvania
$14.1M +$1.14M +12,262 +9%
CS
132
Comerica Securities
Michigan
$13.9M -$90.2K -967 -0.6%
PWM
133
Perigon Wealth Management
California
$13.8M +$1.14M +12,227 +9%
BWAM
134
Boyd Watterson Asset Management
Ohio
$13.8M -$44.7K -479 -0.3%
AWS
135
AJ Wealth Strategies
New York
$13.6M +$1.82M +19,471 +15%
MSWMA
136
Market Street Wealth Management Advisors
Indiana
$13.1M +$785K +8,420 +6%
GRP
137
Global Retirement Partners
California
$12.9M +$600K +6,432 +5%
BCI
138
Brinker Capital Investments
Pennsylvania
$12.6M +$1.19M +12,801 +10%
OPS
139
Orion Portfolio Solutions
Nebraska
$12.6M +$1.19M +12,801 +10%
KAS
140
Kestra Advisory Services
Texas
$12.4M -$654K -7,009 -5%
T
141
TCWP
Ohio
$12.2M -$143K -1,533 -1%
PAIA
142
Park Avenue Institutional Advisers
New York
$12.2M -$21.3M -227,900 -63%
MFWM
143
Motley Fool Wealth Management
Virginia
$12.2M +$356K +3,822 +3%
HH
144
Hilltop Holdings
Texas
$12M +$1.61M +17,301 +16%
TG
145
TCW Group
California
$12M +$2.52M +27,049 +27%
TF
146
Trek Financial
Arizona
$11.8M +$1.18M +12,620 +11%
TWA
147
Tandem Wealth Advisors
Arizona
$11.7M -$53.9K -578 -0.5%
LWA
148
Lineweaver Wealth Advisors
Ohio
$11.4M +$500K +5,365 +5%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$11.4M +$951K +10,193 +9%
BCM
150
Boltwood Capital Management
California
$11.4M +$1.06M +11,395 +10%
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