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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.

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.26%
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
1
BlackRock
New York
$619M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
3
SEI Investments
Pennsylvania
$160M
4
Ameriprise
4
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$468K
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
4
Park Avenue Institutional Advisers
New York
$12.2M
5
SWG
5
Summit Wealth Group
Vermont
$781K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.78B 61,988,259 +264,765 +0.4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.84B 30,484,575 +1,107,520 +4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.29B 24,566,215 +1,585,622 +7%
LPL Financial
4
LPL Financial
California
$1.55B 16,575,205 +379,935 +2%
Ameriprise
5
Ameriprise
Minnesota
$1.13B 12,156,414 +1,328,905 +12%
Morgan Stanley
6
Morgan Stanley
New York
$779M 8,350,471 +649,808 +8%
BlackRock
7
BlackRock
New York
$619M 6,641,860 +2,096,973 +46%
CSIA
8
Charles Schwab Investment Advisory
California
$422M 4,523,541 -1,030 -0%
TF
9
TIAA FSB
Florida
$369M 3,955,219 +860,233 +28%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$307M 3,295,693 -33,244 -1%
Truist Financial
11
Truist Financial
North Carolina
$299M 3,201,498 +8,973 +0.3%
RBA
12
Richard Bernstein Advisors
New York
$275M 2,947,855 +139,620 +5%
Wells Fargo
13
Wells Fargo
California
$274M 2,932,714 +100,595 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$265M 2,837,989 +185,200 +7%
Stifel Financial
15
Stifel Financial
Missouri
$258M 2,770,753 -15,978 -0.6%
AF
16
Allworth Financial
California
$234M 2,507,065 +66,799 +3%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$223M 2,393,456 +226,756 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$217M 2,331,133 +116,314 +5%
PI
19
PFS Investments
Georgia
$187M 2,010,319 +181,933 +10%
UCFA
20
United Capital Financial Advisors
Texas
$184M 1,977,799 -46,442 -2%
OPAM
21
Ocean Park Asset Management
California
$182M 1,955,983 +655,183 +50%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$180M 1,927,847 +42,978 +2%
UBS Group
23
UBS Group
Switzerland
$177M 1,893,775 +309,368 +20%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$175M 1,880,327 +1,001,958 +114%
PAS
25
Park Avenue Securities
New York
$170M 1,820,575 +58,844 +3%
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