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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
+$196M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
SEI Investments
SEI Investments
Pennsylvania
+$128M
4
Ameriprise
Ameriprise
Minnesota
+$124M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$89.3M
2
RIG
RiverFront Investment Group
Virginia
-$58.4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.1M
4
PAIA
Park Avenue Institutional Advisers
New York
-$21.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
201
Cornerstone Management
Georgia
$7.14M +$144K +1,549 +2%
BHWM
202
Bay Harbor Wealth Management
Maryland
$7.08M -$104K -1,115 -1%
BEC
203
Blue Edge Capital
Virginia
$7.04M +$4.3M +46,132 +157%
First Trust Advisors
204
First Trust Advisors
Illinois
$6.88M +$1.55M +16,670 +29%
RA
205
RFG Advisory
Alabama
$6.75M -$1.44M -15,457 -18%
DBT
206
Dubuque Bank & Trust
Iowa
$6.67M -$97.5K -1,045 -1%
VFA
207
Voya Financial Advisors
Connecticut
$6.67M +$1.04M +11,169 +18%
LG
208
Leuthold Group
Minnesota
$6.66M -$86.7K -930 -1%
SWM
209
SigFig Wealth Management
California
$6.62M +$288K +3,098 +5%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$6.45M -$1.55M -16,614 -19%
WA
211
WBH Advisory
Maryland
$6.35M +$102K +1,092 +2%
LA
212
LVW Advisors
New York
$6.32M +$20K +214 +0.3%
LCC
213
Lincoln Capital Corp
Rhode Island
$6.31M +$818K +8,776 +15%
JFGIW
214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.19M +$897K +9,620 +17%
MG
215
Mather Group
Illinois
$6.16M -$11.2M -120,063 -65%
GEM
216
Global Endowment Management
North Carolina
$5.98M +$5.98M +64,100 New
RA
217
Rational Advisors
New York
$5.92M -$169K -1,817 -3%
KFS
218
Kelly Financial Services
Massachusetts
$5.89M +$80.7K +865 +1%
Invesco
219
Invesco
Georgia
$5.81M +$933K +10,000 +19%
FEG
220
Financial Enhancement Group
Indiana
$5.77M -$389K -4,249 -6%
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
$5.76M +$2.55M +27,324 +79%
WWG
222
West Wealth Group
California
$5.75M -$22.4K -240 -0.4%
FAG
223
Financial Advisory Group
Texas
$5.74M -$1.92M -20,563 -25%
CWS
224
Cypress Wealth Services
California
$5.7M +$467K +4,992 +9%
SPIA
225
Steward Partners Investment Advisory
New York
$5.5M +$478K +5,124 +10%
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