MBB icon

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
Jane Street
New York
$352M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$280M
3
AF
Allworth Financial
California
$204M
4
Ameriprise
Ameriprise
Minnesota
$910M
5
Truist Financial
Truist Financial
North Carolina
$295M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.94B
2
US Bancorp
US Bancorp
Minnesota
$17.8M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$934K
4
BTI
Blue Trust Inc
Georgia
$127M
5
CSIA
Charles Schwab Investment Advisory
California
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
176
James Investment Research
Ohio
$3.87M -$57.2K -625 -1%
SAS
177
Sage Advisory Services
Texas
$3.86M -$48.9K -534 -1%
C1AG
178
Client 1st Advisory Group
Florida
$3.86M -$95K -1,037 -2%
WF
179
Williams Financial
Vermont
$3.84M +$3.84M +41,943 New
PG
180
Proffitt & Goodson
Tennessee
$3.83M +$814K +8,887 +27%
TF
181
Trek Financial
Arizona
$3.82M +$2.11M +23,043 +123%
CM
182
Columbus Macro
Pennsylvania
$3.82M +$918K +10,025 +32%
QFA
183
Quattro Financial Advisors
Texas
$3.79M +$108K +1,182 +3%
ACG
184
Allen Capital Group
Nebraska
$3.73M +$1.1M +11,965 +42%
ACM
185
Antonetti Capital Management
Florida
$3.7M – – –
NCM
186
Northwest Capital Management
Oregon
$3.6M +$23.6K +258 +0.7%
SAM
187
Stansberry Asset Management
Texas
$3.58M +$3.58M +39,139 New
PCP
188
Proficio Capital Partners
Massachusetts
$3.56M -$1.37M -14,980 -28%
WI
189
WrapManager Inc
California
$3.47M -$72.9K -796 -2%
BWP
190
Bernardo Wealth Planning
Pennsylvania
$3.43M -$59.5K -670 -2%
D.E. Shaw & Co
191
D.E. Shaw & Co
New York
$3.43M – – –
AA
192
Alesco Advisors
New York
$3.39M +$81.5K +890 +2%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$3.37M -$679K -7,414 -17%
UFA
194
US Financial Advisors
Massachusetts
$3.28M +$92K +1,005 +3%
PCM
195
Parsons Capital Management
Rhode Island
$3.23M -$388K -4,239 -11%
LBC
196
Lowe Brockenbrough & Co
Virginia
$3.22M -$1.41M -15,393 -30%
Prudential Financial
197
Prudential Financial
New Jersey
$3.2M -$121K -1,309 -4%
Invesco
198
Invesco
Georgia
$3.18M -$45.3K -495 -1%
BPA
199
Beacon Pointe Advisors
California
$3.05M -$11.1K -122 -0.4%
CC
200
Copperleaf Capital
North Carolina
$3.02M -$1.27M -13,916 -30%
6 7
8
9 10