iShares MBS ETF
780 hedge funds and large institutions have $25.4B invested in iShares MBS ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 359 increasing their positions, 231 reducing their positions, and 55 closing their positions.
84% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 55
55% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 231
6% more capital invested
Capital invested by funds: $23.9B → $25.4B (+$1.46B)
5% more funds holding
Funds holding: 743 → 780 (+37)
0.59% more ownership
Funds ownership: 91.7% → 92.29% (+0.59%)
1% less funds holding in top 10
Funds holding in top 10: 76 → 75 (-1)
28% less call options, than puts
Call options by funds: $26.5M | Put options by funds: $36.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$197M |
| 2 |
JP Morgan Chase
New York
|
+$149M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$129M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$125M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$90M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$58.4M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$26.4M |
| 4 |
PAIA
Park Avenue Institutional Advisers
New York
|
-$21.4M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$12.4M |
MBB Hedge Fund Activity: Q2 2023 in Review
780 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q2 2023, worth a combined $25.4B — up 6.1% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new MBB positions and 55 closed out — a net gain of 46 holders — while 359 added to existing stakes and 231 trimmed.
The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Principal Financial Group, cutting an estimated $90M.
- 780 institutional investors held iShares MBS ETF (MBB) as of Q2 2023, up from 743 in Q1 2023.
- Funds reported $25.4B of iShares MBS ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
- 101 funds opened new iShares MBS ETF positions in Q2 2023 and 55 closed out, a net change of +46 holders.
- The largest iShares MBS ETF buyer in Q2 2023 was BlackRock, an estimated $197M added.
- The largest iShares MBS ETF seller in Q2 2023 was Principal Financial Group, an estimated $90M sold.
Based on aggregated 13F filings for Q2 2023.