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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
+$1.5B
2
Charles Schwab
Charles Schwab
California
+$502M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$358M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$260M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$222M

Top Sellers

1
Jane Street
Jane Street
New York
-$773M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$137M
3
State Street
State Street
Massachusetts
-$109M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91M
5
SOMRS
State of Michigan Retirement System
Michigan
-$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
301
RFG Advisory
Alabama
$3.72M -$24K -261 -0.6%
MLA
302
My Legacy Advisors
Oregon
$3.71M +$569K +6,197 +18%
TW
303
TritonPoint Wealth
Maryland
$3.7M +$259K +2,820 +8%
FFN
304
Focus Financial Network
Minnesota
$3.7M +$116K +1,240 +3%
CM
305
Columbus Macro
Pennsylvania
$3.63M -$31K -337 -0.8%
WP
306
WealthShield Partners
North Carolina
$3.59M +$89.5K +975 +3%
MA
307
Mutual Advisors
Nebraska
$3.58M +$90.8K +973 +3%
Cerity Partners
308
Cerity Partners
New York
$3.57M -$445K -4,847 -11%
IPW
309
Impact Partnership Wealth
Georgia
$3.48M +$1.53M +16,694 +79%
SPAS
310
Spectrum Planning & Advisory Services
California
$3.47M +$3.47M +37,551 New
HPFG
311
Hart & Patterson Financial Group
Massachusetts
$3.45M +$58.8K +640 +2%
AR
312
Apeiron RIA
Texas
$3.38M +$9.37K +102 +0.3%
CAM
313
Cresset Asset Management
Illinois
$3.37M -$145K -1,577 -4%
WWG
314
West Wealth Group
California
$3.33M +$4.87K +53 +0.1%
MFA
315
Mayflower Financial Advisors
Massachusetts
$3.31M +$569K +6,201 +21%
KV
316
Kickstand Ventures
New York
$3.26M -$266K -2,896 -8%
MWM
317
Modern Wealth Management
Kansas
$3.22M +$1.49M +16,271 +87%
IAN
318
Integrated Advisors Network
Texas
$3.2M -$71.2K -776 -2%
PG
319
Proffitt & Goodson
Tennessee
$3.2M -$174K -1,893 -5%
SCA
320
Snowden Capital Advisors
New York
$3.19M +$250K +2,720 +8%
PTC
321
Private Trust Company
Ohio
$3.17M +$229K +2,491 +8%
S
322
Sachetta
Massachusetts
$3.11M -$423K -4,531 -12%
JE
323
JMAC Enterprises
Pennsylvania
$3.08M +$268K +2,922 +10%
CAL
324
Capital Analysts LLC
Pennsylvania
$3.07M +$1.84M +20,006 +148%
SC
325
Syon Capital
California
$3.06M +$414K +4,512 +16%
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