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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 %
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$11.3M +$92.1K +987 +0.8%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$11.1M +$1.45M +15,504 +15%
SMI
153
Shelter Mutual Insurance
Missouri
$10.9M +$9.19M +98,520 +547%
ECM
154
Evergreen Capital Management
Washington
$10.5M +$295K +3,160 +3%
OWA
155
One Wealth Advisors
California
$10.5M +$492K +5,280 +5%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$10.4M +$1.44M +15,401 +16%
PFG
157
PAX Financial Group
Texas
$10.3M +$220K +2,355 +2%
JSA
158
Jacobson & Schmitt Advisors
Wisconsin
$10.2M -$283K -3,034 -3%
KL
159
KWMG LLC
Kansas
$10.1M +$1.04M +11,125 +11%
GC
160
Guggenheim Capital
Illinois
$10M +$1.07M +11,463 +12%
T
161
TNF
Montana
$9.98M +$239K +2,560 +2%
SSA
162
Schonfeld Strategic Advisors
New York
$9.96M +$6.65M +71,320 +201%
LWA
163
LWS Wealth Advisors
New Jersey
$9.96M -$66.1K -709 -0.7%
SWA
164
Stratos Wealth Advisors
Ohio
$9.89M +$2.12M +22,711 +27%
LJAC
165
L.J. Altfest & Co
New York
$9.88M +$1.55M +16,566 +19%
BRWA
166
B. Riley Wealth Advisors
Florida
$9.64M +$267K +2,863 +3%
GIM
167
Goelzer Investment Management
Indiana
$9.59M +$570K +6,116 +6%
CM
168
Columbus Macro
Pennsylvania
$9.54M +$1.03M +11,024 +12%
SL
169
Sentinus LLC
Illinois
$9.45M +$1.01M +10,864 +12%
SI
170
Stephens Inc
Arkansas
$9.4M +$9.19M +98,514 +4,363%
VT
171
Vise Technologies
New York
$9.38M +$812K +8,707 +9%
TAIM
172
TD Ameritrade Investment Management
Nebraska
$9.23M -$626K -6,717 -6%
WF
173
Williams Financial
Vermont
$9.15M +$366K +3,920 +4%
KWM
174
Kingsview Wealth Management
Oregon
$9.11M -$272K -2,917 -3%
BCV
175
Banque Cantonale Vaudoise
Switzerland
$9.04M -$886K -9,500 -9%
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