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iShares MBS ETF
MBB

Overview Fund Activity

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.78B
3
BlackRock
3
BlackRock
New York
$431M
4
OPAM
4
Ocean Park Asset Management
California
$123M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$315M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
CIM
2
Chiron Investment Management
New York
$0
3
HF
3
HRT Financial
New York
$315K
4
HI
4
Horizon Investments
North Carolina
$53.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
151
PAX Financial Group
Texas
$10.3M +$604K +6,372 +6%
LWA
152
LWS Wealth Advisors
New Jersey
$10.2M -$243K -2,563 -2%
OWA
153
One Wealth Advisors
California
$10.1M +$1.83M +19,291 +22%
BCV
154
Banque Cantonale Vaudoise
Switzerland
$10.1M -$23.7K -250 -0.2%
TAIM
155
TD Ameritrade Investment Management
Nebraska
$10M -$665K -7,025 -6%
T
156
TNF
Montana
$9.91M +$652K +6,871 +7%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$9.83M +$1.52M +16,076 +18%
TG
158
TCW Group
California
$9.59M -$376K -3,966 -4%
KWM
159
Kingsview Wealth Management
Oregon
$9.52M -$616K -6,498 -6%
BRWA
160
B. Riley Wealth Advisors
Florida
$9.52M +$1.62M +17,122 +21%
M1FG
161
Mach-1 Financial Group
Arkansas
$9.28M +$9.28M +101 New
KL
162
KWMG LLC
Kansas
$9.26M +$169K +1,788 +2%
GIM
163
Goelzer Investment Management
Indiana
$9.16M +$1.06M +11,235 +13%
GC
164
Guggenheim Capital
Illinois
$9.11M +$131K +1,386 +1%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$9.08M -$4.25M -44,857 -32%
HNB
166
Huntington National Bank
Ohio
$8.95M -$8.82M – –
OP
167
ORG Partners
Indiana
$8.93M +$8.93M +94,133 New
WF
168
Williams Financial
Vermont
$8.92M +$8.92M +94,206 New
MYAM
169
Meiji Yasuda Asset Management
Japan
$8.77M -$802K -8,462 -8%
VT
170
Vise Technologies
New York
$8.7M +$2.03M +21,398 +30%
CM
171
Columbus Macro
Pennsylvania
$8.63M +$279K +2,943 +3%
BC
172
Bartlett & Co
Ohio
$8.62M -$116K -1,225 -1%
BCWM
173
Bartlett & Co Wealth Management
Ohio
$8.61M -$116K -1,225 -1%
SL
174
Sentinus LLC
Illinois
$8.57M +$2.47M +26,086 +40%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$8.55M -$18.1M -190,722 -68%
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