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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 %
PFS
401
Prospera Financial Services
Texas
$1.62M +$447K +4,862 +38%
AR
402
Advisory Research
Illinois
$1.61M – – –
CIA
403
Concurrent Investment Advisors
Florida
$1.6M -$2.14M -23,261 -57%
SWM
404
Scissortail Wealth Management
Oklahoma
$1.58M -$15.5K -169 -1%
DADC
405
D.A. Davidson & Co
Montana
$1.56M +$140K +1,521 +10%
IDBONY
406
Israel Discount Bank of New York
New York
$1.56M -$645K -7,029 -29%
SWM
407
Spire Wealth Management
Virginia
$1.55M -$3.89M -42,357 -72%
NP
408
NorthRock Partners
Minnesota
$1.55M -$2.07M -22,599 -57%
GWP
409
Gateway Wealth Partners
Wisconsin
$1.54M +$39.8K +434 +3%
TC
410
Trilogy Capital
California
$1.53M +$607K +6,611 +66%
SPC
411
Sigma Planning Corp
Michigan
$1.52M +$38.4K +418 +3%
GM
412
GeoWealth Management
Illinois
$1.51M -$3.21M -34,929 -68%
OC
413
Oppenheimer & Co
New York
$1.51M +$99.4K +1,083 +7%
RIM
414
Redwood Investment Management
Arizona
$1.5M +$155K +1,693 +12%
RW
415
Regimen Wealth
Georgia
$1.49M +$210K +2,292 +16%
CWA
416
Clearview Wealth Advisors
Oregon
$1.48M -$1.21M -13,201 -45%
FNB
417
Farmers National Bank
Kentucky
$1.48M – – –
SAS
418
Stelac Advisory Services
New York
$1.46M +$76.7K +835 +6%
VFPW
419
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.46M -$337K -3,672 -19%
LSA
420
Lion Street Advisors
Texas
$1.43M +$711K +7,748 +99%
AA
421
Axiom Advisory
California
$1.41M +$1.41M +15,498 New
DWT
422
Dorsey & Whitney Trust
South Dakota
$1.41M +$92 +1 +0%
OAS
423
Optivise Advisory Services
Tennessee
$1.41M +$1.41M +15,327 New
WWM
424
Western Wealth Management
Colorado
$1.4M -$460K -5,014 -25%
HCP
425
Hexagon Capital Partners
Arkansas
$1.37M -$26.6K -290 -2%
15 16
17
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