MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

827 hedge funds and large institutions have $28.1B invested in iShares MBS ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 374 increasing their positions, 278 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
12.03%
Holding in Top 10
63
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.5%
% of All Funds
0.92%
New
91
Increased
374
Reduced
278
Closed
88
Calls
$22.2M
Puts
$150M
Net Calls
-$128M
Net Calls Change
-$189M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$1.55B
2
Charles Schwab
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
Jane Street
New York
$914K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
State Street
Massachusetts
$0
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAM
251
Manhattan West Asset Management
California
$5.36M +$130K +1,417 +2%
LWM
252
Liberty Wealth Management
California
$5.29M +$3.45M +109,156 +188%
ESL
253
Endurance Services Ltd
New York
$5.28M – – –
TC
254
TownSquare Capital
Utah
$5.26M +$147K +1,605 +3%
NCM
255
Northwest Capital Management
Oregon
$5.25M +$1.43M +15,534 +37%
LA
256
Lindenwold Advisors
Pennsylvania
$5.21M +$450K +4,903 +9%
Legacy Financial Group (Iowa)
257
Legacy Financial Group (Iowa)
Iowa
$5.16M -$49.6K -540 -1%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$5.13M +$5.08M +55,900 +9,301%
PCP
259
Proficio Capital Partners
Massachusetts
$5.11M -$4.16M -45,268 -45%
WA
260
Wealth Alliance
New York
$5.05M +$382K +4,156 +8%
SPIA
261
Steward Partners Investment Advisory
New York
$4.95M +$133K +1,445 +3%
JSW
262
Journey Strategic Wealth
New Jersey
$4.86M +$317K +3,453 +7%
SAM
263
Stansberry Asset Management
Texas
$4.78M +$75.9K +827 +2%
AFG
264
Atomi Financial Group
New York
$4.74M +$1.16M +12,664 +32%
BWAM
265
Boyd Watterson Asset Management
Ohio
$4.74M -$56.6K -616 -1%
GL
266
Graypoint LLC
New York
$4.71M -$250K -2,725 -5%
EP
267
Essential Planning
New Hampshire
$4.69M +$168K +1,829 +4%
FPCP
268
Fort Point Capital Partners
California
$4.68M -$367K -3,992 -7%
WWA
269
WCG Wealth Advisors
Nevada
$4.68M -$16.3K -178 -0.3%
FAT
270
First American Trust
California
$4.66M +$75.4K +821 +2%
IA
271
IFG Advisory
Georgia
$4.66M +$940K +10,241 +25%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$4.64M -$170K -1,849 -4%
BFG
273
Buttonwood Financial Group
Missouri
$4.6M +$287K +3,157 +7%
RIA
274
Regal Investment Advisors
Michigan
$4.59M +$291K +3,174 +7%
B
275
Bailard
California
$4.58M +$450K +4,899 +11%
9 10
11
12 13