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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
CIM
Chiron Investment Management
New York
$0
3
HF
HRT Financial
New York
$315K
4
HI
Horizon Investments
North Carolina
$53.5M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Security Financial Services
Indiana
$8.52M +$1.76M +18,597 +26%
LJAC
177
L.J. Altfest & Co
New York
$8.46M +$8.46M +89,334 New
RA
178
RFG Advisory
Alabama
$8.32M -$29.7K -314 -0.4%
CL
179
CIM LLC
New York
$8.3M +$114K +1,206 +1%
SXL
180
Summit X LLC
Missouri
$8.17M +$7.81M +82,472 +2,175%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$8.13M -$1.41M -14,892 -15%
Mariner
182
Mariner
Kansas
$8.02M +$338K +3,565 +4%
Allianz Asset Management
183
Allianz Asset Management
Germany
$7.98M +$7.15M +75,450 +858%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$7.91M -$21.3M -224,486 -73%
SWA
185
Stratos Wealth Advisors
Ohio
$7.89M +$2.92M +30,805 +59%
FAG
186
Financial Advisory Group
Texas
$7.77M -$4.41M -46,540 -36%
WFI
187
West Family Investments
California
$7.68M – – –
LWM
188
Liberty Wealth Management
California
$7.66M +$7.66M +80,832 New
KFSC
189
Keystone Financial Services (Colorado)
Colorado
$7.6M +$216K +2,283 +3%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$7.59M +$332K +3,500 +5%
MFG
191
Merit Financial Group
Georgia
$7.56M +$1.56M +16,480 +26%
PGA
192
Portland Global Advisors
Maine
$7.56M +$465K +4,908 +7%
FRA
193
FFG Retirement Advisors
Colorado
$7.41M +$1.93M +20,387 +35%
WCWM
194
Wooster Corthell Wealth Management
Connecticut
$7.38M +$18.1K +191 +0.2%
SA
195
Scarborough Advisors
Maryland
$7.37M +$815K +8,608 +12%
CCA
196
Checchi Capital Advisers
California
$7.34M +$441K +4,656 +6%
BHWM
197
Bay Harbor Wealth Management
Maryland
$7.3M +$885K +9,341 +14%
HGWM
198
Harvest Group Wealth Management
Massachusetts
$7.28M -$1.95M -20,542 -21%
CM
199
Cornerstone Management
Georgia
$7.11M +$1.35M +14,262 +23%
ASN
200
Advisory Services Network
Georgia
$6.99M +$2M +21,092 +40%
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