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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 %
CC
351
Copperleaf Capital
North Carolina
$2.51M +$152K +1,659 +6%
MWM
352
Maripau Wealth Management
Indiana
$2.48M +$228K +2,482 +10%
WS
353
Wedbush Securities
California
$2.45M +$77K +839 +3%
MWM
354
Mosley Wealth Management
California
$2.42M -$10.3K -112 -0.4%
AF
355
Advisornet Financial
Minnesota
$2.38M -$36K -392 -1%
AWM
356
Apollon Wealth Management
South Carolina
$2.33M -$678K -7,389 -23%
RB
357
Renasant Bank
Mississippi
$2.31M -$250K -2,725 -10%
C1AG
358
Client 1st Advisory Group
Florida
$2.31M +$23K +251 +1%
OWMIAS
359
One Wealth Management Investment & Advisory Services
Florida
$2.29M -$275 -3 -0%
WTB
360
Washington Trust Bank
Washington
$2.28M +$1.2M +13,080 +111%
KC
361
Kepos Capital
New York
$2.25M +$229K +2,500 +11%
CCA
362
Cobblestone Capital Advisors
New York
$2.22M +$324K +3,527 +17%
Capital International Investors
363
Capital International Investors
California
$2.2M +$2.2M +23,910 New
BWM
364
Brown Wealth Management
Illinois
$2.15M +$104K +1,131 +5%
JCM
365
Jacobi Capital Management
Pennsylvania
$2.12M +$310K +3,380 +17%
KI
366
Kapitalo Investimentos
Brazil
$2.12M +$2.12M +23,095 New
Jones Financial Companies
367
Jones Financial Companies
Missouri
$2.11M +$710K +7,734 +51%
CFD
368
Creative Financial Designs
Indiana
$2.11M +$149K +1,627 +8%
AWA
369
Arkadios Wealth Advisors
Georgia
$2.1M +$2.1M +22,917 New
HSBC Holdings
370
HSBC Holdings
United Kingdom
$2.09M +$1.06M +11,539 +102%
WPW
371
Watershed Private Wealth
Illinois
$2.09M +$144K +1,571 +7%
PA
372
Parallel Advisors
California
$2.07M +$252K +2,747 +14%
RSWM
373
Robertson Stephens Wealth Management
California
$2.07M +$559K +6,092 +37%
NCFG
374
New Century Financial Group
New Jersey
$2.02M -$6.34K -69 -0.3%
FAM
375
Family Asset Management
South Carolina
$1.97M -$168K -1,826 -8%
13 14
15
16 17