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iShares MBS ETF
MBB

Overview Fund Activity

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
2
US Bancorp
Minnesota
$282M
3
Jane Street
3
Jane Street
New York
$221M
4
CSIA
4
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
5
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
5
Raymond James & Associates
Florida
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Alesco Advisors
New York
$3.52M – – –
CFAM
202
Coury Firm Asset Management
Pennsylvania
$3.51M -$10M -102,562 -74%
Prudential Financial
203
Prudential Financial
New Jersey
$3.49M +$136K +1,399 +4%
NSB
204
Norway Savings Bank
Maine
$3.49M -$450K -4,617 -11%
Invesco
205
Invesco
Georgia
$3.43M +$1.87M +19,194 +120%
UFA
206
US Financial Advisors
Massachusetts
$3.39M -$92.5K -949 -3%
CAN
207
Cetera Advisor Networks
California
$3.34M +$408K +4,184 +14%
SCA
208
Snowden Capital Advisors
New York
$3.31M -$280K -2,872 -8%
LWA
209
Lineweaver Wealth Advisors
Ohio
$3.3M -$117K -1,196 -3%
DTIM
210
Danda Trouve Investment Management
Kansas
$3.29M +$47.1K +483 +1%
BPA
211
Beacon Pointe Advisors
California
$3.26M -$3.97M -40,738 -55%
PG
212
Proffitt & Goodson
Tennessee
$3.21M -$939K -9,628 -23%
CM
213
Columbus Macro
Pennsylvania
$3.09M +$908K +9,318 +42%
HCA
214
Harbour Capital Advisors
Virginia
$3.05M -$214K -2,200 -7%
WT
215
Whittier Trust
California
$3.04M +$3.03M +31,095 +30,787%
PFG
216
PAX Financial Group
Texas
$3M -$19.5K -200 -0.6%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$2.98M -$433K -4,443 -13%
RB
218
Renasant Bank
Mississippi
$2.93M -$347K -3,561 -11%
T
219
TNF
Montana
$2.89M -$200K -2,017 -6%
BEC
220
Blue Edge Capital
Virginia
$2.82M +$42.6K +437 +2%
ACG
221
Allen Capital Group
Nebraska
$2.8M +$480K +4,926 +21%
NP
222
NorthRock Partners
Minnesota
$2.75M +$687K +7,045 +33%
AR
223
Advisory Research
Illinois
$2.71M -$292K -2,990 -10%
TPWA
224
TRUE Private Wealth Advisors
Oregon
$2.67M +$25.9K +266 +1%
IF
225
IRON Financial
Illinois
$2.66M -$181K -1,854 -6%
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