iShares MBS ETF
744 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 381 increasing their positions, 189 reducing their positions, and 81 closing their positions.
163% more call options, than puts
Call options by funds: $17.3M | Put options by funds: $6.59M
121% more capital inflows, than outflows
Capital inflows: $3.48B | Capital outflows: $1.57B
102% more repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 189
17% more funds holding in top 10
Funds holding in top 10: 66 → 77 (+11)
16% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 81
0.37% less ownership
Funds ownership: 92.07% → 91.7% (-0.37%)
1% less funds holding
Funds holding: 751 → 744 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$929M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$437M |
| 3 |
BlackRock
New York
|
+$222M |
| 4 |
Ocean Park Asset Management
Santa Monica,
California
|
+$123M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$990M |
| 2 |
Chiron Investment Management
New York
|
-$35.9M |
| 3 |
HRT Financial
New York
|
-$32.2M |
| 4 |
Horizon Investments
Charlotte,
North Carolina
|
-$32.2M |
| 5 |
Barclays
London,
United Kingdom
|
-$27.8M |
MBB Hedge Fund Activity: Q1 2023 in Review
744 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2023, worth a combined $23.9B — up 11% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new MBB positions and 81 closed out — a net gain of 13 holders — while 381 added to existing stakes and 189 trimmed.
The largest buyer was LPL Financial, adding an estimated $929M. The largest seller was Bank of America, cutting an estimated $990M.
- 744 institutional investors held iShares MBS ETF (MBB) as of Q1 2023, down from 751 in Q4 2022.
- Funds reported $23.9B of iShares MBS ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 94 funds opened new iShares MBS ETF positions in Q1 2023 and 81 closed out, a net change of +13 holders.
- The largest iShares MBS ETF buyer in Q1 2023 was LPL Financial, an estimated $929M added.
- The largest iShares MBS ETF seller in Q1 2023 was Bank of America, an estimated $990M sold.
Based on aggregated 13F filings for Q1 2023.