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iShares MBS ETF
MBB

Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
T
151
TNF
Montana
$9.26M 97,620 +71,094 +268%
IWA
152
Icon Wealth Advisors
Texas
$9.2M 99,238 +84,789 +587%
HGWM
153
Harvest Group Wealth Management
Massachusetts
$9.04M 97,443 +2,354 +2%
KL
154
KWMG LLC
Kansas
$8.9M 95,913 +3,158 +3%
HNB
155
Huntington National Bank
Ohio
– – – –
GC
156
Guggenheim Capital
Illinois
$8.79M 94,754 +7,309 +8%
MYIA
157
Mount Yale Investment Advisors
Colorado
$8.69M 93,643 +86,490 +1,209%
AWA
158
ARQ Wealth Advisors
Arizona
$8.55M 92,178 +92,178 New
BCWM
159
Bartlett & Co Wealth Management
Ohio
$8.55M 92,165 +26,614 +41%
BC
160
Bartlett & Co
Ohio
$8.55M 92,165 +26,614 +41%
RA
161
RFG Advisory
Alabama
$8.43M 88,109 +27,303 +45%
CM
162
Columbus Macro
Pennsylvania
$8.19M 88,257 +46,573 +112%
CL
163
CIM LLC
New York
$8.18M 86,381 -817 -0.9%
RCAG
164
Rehmann Capital Advisory Group
Michigan
$8.14M 87,733 +72,446 +474%
OWA
165
One Wealth Advisors
California
$8.12M 87,593 +69,262 +378%
TF
166
Trek Financial
Arizona
$8.02M 86,428 +44,722 +107%
GIM
167
Goelzer Investment Management
Indiana
$7.93M 85,467 +5,302 +7%
BCM
168
Boltwood Capital Management
California
$7.9M 85,145 +25,915 +44%
BRWA
169
B. Riley Wealth Advisors
Florida
$7.73M 83,350 +67,840 +437%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$7.59M 81,782 -6,604 -7%
Mariner
171
Mariner
Kansas
$7.53M 81,141 +34,721 +75%
EH
172
Equitable Holdings
New York
$7.52M 81,115 +51,012 +169%
WFI
173
West Family Investments
California
$7.52M 80,697 +80,697 New
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.51M 80,968 +1,657 +2%
KFSC
175
Keystone Financial Services (Colorado)
Colorado
$7.48M 77,988 +11,638 +18%
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