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iShares MBS ETF
MBB

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M

Top Buyers

1
Jane Street
Jane Street
New York
+$658M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$141M
3
State Street
State Street
Massachusetts
+$109M
4
SOMRS
State of Michigan Retirement System
Michigan
+$94.7M
5
Bessemer Group
Bessemer Group
New Jersey
+$87.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$598M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$460M
3
Bank of America
Bank of America
North Carolina
-$349M
4
Osaic Holdings
Osaic Holdings
Arizona
-$155M
5
US Bancorp
US Bancorp
Minnesota
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
276
Choreo LLC
Illinois
$4.38M -$1.15M -12,430 -21%
RIA
277
Regal Investment Advisors
Michigan
$4.33M +$160K +1,727 +4%
KPWS
278
Kestra Private Wealth Services
Texas
$4.22M +$1.6M +17,314 +61%
PCA
279
Prosperity Capital Advisors
Ohio
$4.21M +$98.1K +1,061 +2%
B
280
Bailard
California
$4.16M +$2.8M +30,312 +207%
TVM
281
True Vision MN
Minnesota
$4.09M +$840K +9,357 +26%
Cerity Partners
282
Cerity Partners
New York
$4.04M -$865K -9,360 -18%
MPW
283
MA Private Wealth
California
$4M +$3.49M +37,807 +685%
PPC
284
Park Place Capital
Alabama
$3.96M +$65.2K +706 +2%
PFA
285
Pettinga Financial Advisors
Indiana
$3.95M +$1.24M +13,447 +46%
SW
286
Simplicity Wealth
New Jersey
$3.94M +$872K +9,431 +28%
CWM
287
Centurion Wealth Management
Virginia
$3.93M +$328K +3,544 +9%
Marshall Wace
288
Marshall Wace
United Kingdom
$3.88M +$3.88M +42,000 New
ACA
289
Aptus Capital Advisors
Alabama
$3.87M +$3.86M +41,733 +25,603%
NCM
290
Northwest Capital Management
Oregon
$3.85M +$272K +2,941 +8%
JIR
291
James Investment Research
Ohio
$3.8M +$89.6K +970 +2%
OC
292
Oarsman Capital
Wisconsin
$3.8M +$711K +7,688 +23%
CIA
293
Concurrent Investment Advisors
Florida
$3.77M +$1.36M +14,712 +57%
RA
294
RFG Advisory
Alabama
$3.76M -$61.3K -663 -2%
IA
295
IFG Advisory
Georgia
$3.74M +$647K +6,997 +21%
SSWM
296
Smith Salley Wealth Management
North Carolina
$3.71M +$3.71M +40,104 New
CM
297
Columbus Macro
Pennsylvania
$3.68M +$65K +703 +2%
NP
298
NorthRock Partners
Minnesota
$3.65M -$1.06M -11,422 -22%
BFM
299
Boothbay Fund Management
New York
$3.61M +$752K +8,135 +26%
AFG
300
Atomi Financial Group
New York
$3.61M +$1.36M +14,666 +60%
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