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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 %
HNB
176
Huntington National Bank
Ohio
$9.03M -$8.95M – –
FRA
177
FFG Retirement Advisors
Colorado
$8.66M +$1.37M +14,661 +19%
BC
178
Bartlett & Co
Ohio
$8.64M +$157K +1,684 +2%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$8.64M +$157K +1,684 +2%
MYAM
180
Meiji Yasuda Asset Management
Japan
$8.58M -$59.9K -642 -0.7%
OP
181
ORG Partners
Indiana
$8.51M -$222K -2,392 -3%
SFS
182
Security Financial Services
Indiana
$8.42M +$34.8K +373 +0.4%
SXL
183
Summit X LLC
Missouri
$8.27M +$227K +2,437 +3%
HighTower Advisors
184
HighTower Advisors
Illinois
$8.17M +$3.52M +37,702 +76%
PGA
185
Portland Global Advisors
Maine
$8.11M +$670K +7,185 +9%
CL
186
CIM LLC
New York
$8.1M -$71.9K -771 -0.9%
CCA
187
Checchi Capital Advisers
California
$8.05M +$827K +8,869 +11%
Mariner
188
Mariner
Kansas
$7.98M +$76.8K +823 +1%
LWM
189
Liberty Wealth Management
California
$7.9M +$360K +3,865 +5%
MWM
190
Modera Wealth Management
New Jersey
$7.75M +$7.75M +83,075 New
KFSC
191
Keystone Financial Services (Colorado)
Colorado
$7.69M +$203K +2,179 +3%
TF
192
Theory Financial
Colorado
$7.53M +$7.53M +80,753 New
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$7.52M -$81.8K -877 -1%
I
194
INVST
Indiana
$7.51M +$1.44M +15,427 +24%
MFG
195
Merit Financial Group
Georgia
$7.44M -$2.8K -30 -0%
WCA
196
Westover Capital Advisors
Delaware
$7.43M +$7.43M +79,644 New
WCWM
197
Wooster Corthell Wealth Management
Connecticut
$7.43M +$156K +1,676 +2%
MAM
198
Madison Asset Management
Wisconsin
$7.34M +$7.34M +78,723 New
FAIM
199
Financial Advocates Investment Management
Washington
$7.28M +$2.26M +25,863 +45%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$7.18M -$292K -3,130 -4%
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