MBB icon

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 %
DBT
201
Dubuque Bank & Trust
Iowa
$6.87M +$1.25M +13,194 +22%
LG
202
Leuthold Group
Minnesota
$6.85M +$80.9K +854 +1%
Cerity Partners
203
Cerity Partners
New York
$6.71M -$1.14M -9,188 -15%
CL
204
Choreo LLC
Illinois
$6.68M +$6.68M +70,556 New
SWM
205
SigFig Wealth Management
California
$6.44M +$1.06M +11,140 +20%
LA
206
LVW Advisors
New York
$6.4M +$3.95M +41,696 +161%
WA
207
WBH Advisory
Maryland
$6.35M +$6.35M +66,989 New
FEG
208
Financial Enhancement Group
Indiana
$6.33M -$199K -2,111 -3%
RA
209
Rational Advisors
New York
$6.19M +$6.19M +65,330 New
I
210
INVST
Indiana
$6.15M +$657K +6,955 +12%
Corient Private Wealth
211
Corient Private Wealth
Florida
$6.01M +$6.01M +63,398 New
PFM
212
Parsec Financial Management
North Carolina
$5.92M +$3.51M +37,014 +145%
KFS
213
Kelly Financial Services
Massachusetts
$5.9M +$2.44M +25,721 +70%
WWG
214
West Wealth Group
California
$5.86M +$95.5K +1,008 +2%
NL
215
NWAM LLC
Washington
$5.84M +$1.48M +15,633 +34%
VFA
216
Voya Financial Advisors
Connecticut
$5.71M +$1.21M +12,828 +27%
LCC
217
Lincoln Capital Corp
Rhode Island
$5.58M +$98.5K +1,040 +2%
CCWA
218
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.56M -$447K -4,717 -7%
CWM
219
Congress Wealth Management
Massachusetts
$5.48M +$55.8K +589 +1%
FAIM
220
Financial Advocates Investment Management
Washington
$5.43M +$2.75M +29,036 +103%
First Trust Advisors
221
First Trust Advisors
Illinois
$5.41M -$1.05M -11,086 -16%
JFGIW
222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.38M -$2.29M -24,192 -30%
C1AG
223
Client 1st Advisory Group
Florida
$5.36M +$1.01M +10,712 +23%
SAS
224
Sage Advisory Services
Texas
$5.32M +$658K +6,945 +14%
CWS
225
Cypress Wealth Services
California
$5.3M +$1.95M +20,611 +58%
7 8
9
10 11