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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 %
SAM
376
Strategy Asset Managers
California
$1.95M +$659K +7,071 +51%
Lido Advisors
377
Lido Advisors
California
$1.93M +$788K +8,587 +69%
LPAM
378
Lodestar Private Asset Management
California
$1.89M -$85.8K -935 -4%
DFG
379
Delphi Financial Group
Delaware
$1.88M +$459K +5,000 +32%
QPWM
380
Quadrant Private Wealth Management
Pennsylvania
$1.88M +$488K +5,317 +35%
IA
381
IFP Advisors
Florida
$1.87M -$47.8K -521 -2%
TPWA
382
TRUE Private Wealth Advisors
Oregon
$1.87M -$111K -1,214 -6%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$207K +2,257 +13%
MPW
384
MA Private Wealth
California
$1.84M -$2.14M -23,306 -54%
MBT
385
Montecito Bank & Trust
California
$1.83M -$298K -3,246 -14%
DFC
386
DB Fitzpatrick & Co
Idaho
$1.79M +$10.9K +119 +0.6%
BBHC
387
Brown Brothers Harriman & Co
New York
$1.78M – – –
GIA
388
GHP Investment Advisors
Colorado
$1.78M +$24.1K +262 +1%
GSEP
389
Golden State Equity Partners
California
$1.75M +$1.75M +19,091 New
VPA
390
Vernal Point Advisors
California
$1.74M – – –
CFS
391
Coordinated Financial Services
Colorado
$1.73M -$24.2K -264 -1%
MFG
392
MidWestOne Financial Group
Iowa
$1.72M -$371K -4,046 -18%
SB
393
Strategic Blueprint
Georgia
$1.71M -$382K -4,162 -18%
FWP
394
Firethorn Wealth Partners
Georgia
$1.71M +$42.5K +463 +3%
GP
395
Girard Partners
Pennsylvania
$1.69M +$6.79K +74 +0.4%
RCS
396
Retirement Capital Strategies
California
$1.68M -$1.8M -19,617 -52%
MW
397
Maia Wealth
Colorado
$1.65M +$1.65M +17,839 New
AWM
398
Alterna Wealth Management
Texas
$1.65M +$545K +5,937 +49%
WP
399
WealthPLAN Partners
Nebraska
$1.65M +$70.3K +766 +4%
DG
400
DMC Group
Alabama
$1.65M +$82K +893 +5%
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