Jim Simons
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Jim Simons’s iShares MBS ETF MBB Stock Holding History

Jim Simons’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Buy
28,000
+19,614
+234% +$1.87M ﹤0.01% 1727
2025
Q4 		$799K Buy
+8,386
New +$800K ﹤0.01% 2379
2023
Q1 		– Sell
-43,900
Closed -$4.07M – 4237
2022
Q4 		$4.07M Buy
+43,900
New +$4.05M 0.01% 1641
2022
Q3 		– Sell
-161,000
Closed -$15.7M – 4268
2022
Q2 		$15.7M Buy
+161,000
New +$15.8M 0.02% 858
2021
Q3 		– Sell
-15,014
Closed -$1.63M – 3691
2021
Q2 		$1.63M Buy
+15,014
New +$1.63M ﹤0.01% 2393
2021
Q1 		– Sell
-163,805
Closed -$18M – 3548
2020
Q4 		$18M Buy
163,805
+42,705
+35% +$4.7M 0.02% 812
2020
Q3 		$13.4M Buy
121,100
+62,000
+105% +$6.86M 0.01% 964
2020
Q2 		$6.54M Buy
59,100
+21,100
+56% +$2.34M 0.01% 1474
2020
Q1 		$4.2M Sell
38,000
-71,845
-65% -$7.82M ﹤0.01% 1674
2019
Q4 		$11.9M Buy
109,845
+37,517
+52% +$4.05M 0.01% 1336
2019
Q3 		$7.83M Sell
72,328
-20,272
-22% -$2.19M 0.01% 1542
2019
Q2 		$9.96M Buy
+92,600
New +$9.85M 0.01% 1418
2018
Q3 		– Sell
-9,800
Closed -$1.02M – 3472
2018
Q2 		$1.02M Sell
9,800
-11,468
-54% -$1.19M ﹤0.01% 2590
2018
Q1 		$2.23M Buy
+21,268
New +$2.23M ﹤0.01% 2270

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jim Simons's MBB Position: Q1 2026 in Review

Jim Simons increased its iShares MBS ETF (MBB) stake by 234% in Q1 2026, buying an estimated $1.87M and bringing the position to 28,000 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Jim Simons first reported a position in MBB in Q1 2018 and has held it in 14 quarters since. The position peaked at $18M in Q4 2020. 1,024 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Jim Simons held 28,000 shares of iShares MBS ETF worth $2.66M as of Q1 2026.
  • Jim Simons bought 19,614 iShares MBS ETF shares in Q1 2026, an estimated $1.87M.
  • iShares MBS ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1727 holding.
  • Jim Simons first reported a position in iShares MBS ETF in Q1 2018 and has held it in 14 quarters since.
  • Jim Simons's iShares MBS ETF position peaked at $18M in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.