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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.

New
Increased
Maintained
Reduced
Closed
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 %
RA
151
RFG Advisory
Alabama
$5.48M +$3.58M +39,785 +189%
BCM
152
Boltwood Capital Management
California
$5.42M +$1.61M +17,582 +42%
PAG
153
Private Advisor Group
New Jersey
$5.41M +$310K +3,384 +6%
CFGS
154
Concourse Financial Group Securities
Alabama
$5.4M +$696K +7,601 +15%
EVM
155
Eaton Vance Management
Massachusetts
$5.36M -$99K -1,081 -2%
CM
156
Cornerstone Management
Georgia
$5.3M -$13.5K -147 -0.3%
VT
157
Vise Technologies
New York
$5.18M +$669K +7,309 +15%
PAIA
158
Park Avenue Institutional Advisers
New York
$4.95M +$4.95M +54,000 New
OIA
159
OneDigital Investment Advisors
Kansas
$4.91M +$3.66M +39,984 +294%
CWM
160
Congress Wealth Management
Massachusetts
$4.86M -$39.8K -434 -0.8%
First Trust Advisors
161
First Trust Advisors
Illinois
$4.82M -$118K -1,292 -2%
1WM
162
1900 Wealth Management
Texas
$4.81M -$221K -2,416 -4%
SAM
163
SP Asset Management
California
$4.76M -$662K -7,224 -12%
WCM
164
Wunderlich Capital Managemnt
Tennessee
$4.61M +$438K +4,783 +10%
PPWP
165
Proquility Private Wealth Partners
Nevada
$4.55M -$443K -4,840 -9%
CS
166
Comerica Securities
Michigan
$4.4M -$486K -5,310 -10%
VFA
167
Voya Financial Advisors
Connecticut
$4.39M -$52.1K -566 -1%
FCA
168
FinTrust Capital Advisors
South Carolina
$4.38M -$827K -9,169 -16%
SHIM
169
Stone House Investment Management
Pennsylvania
$4.34M +$4.05M +44,181 +1,368%
Mariner
170
Mariner
Kansas
$4.25M -$257K -2,807 -6%
Goldman Sachs
171
Goldman Sachs
New York
$4.19M +$423K +4,614 +11%
RTS
172
Round Table Services
New Jersey
$4.14M -$2M -21,885 -33%
Millennium Management
173
Millennium Management
New York
$4M +$1.86M +20,346 +87%
TCA
174
Transcend Capital Advisors
New Jersey
$3.94M -$35.2K -384 -0.9%
SAM
175
Strategy Asset Managers
California
$3.9M -$22.8K -249 -0.6%
5 6
7
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