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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 %
TPWA
426
Twin Peaks Wealth Advisors
California
$1.37M +$165K +1,795 +14%
CCM
427
Crabel Capital Management
California
$1.37M +$366K +3,988 +37%
PIA
428
Perennial Investment Advisors
California
$1.36M +$584K +6,364 +76%
BWA
429
BCU Wealth Advisors
Illinois
$1.35M +$130K +1,412 +11%
LBC
430
Lowe Brockenbrough & Co
Virginia
$1.34M -$45.9K -500 -3%
JWCA
431
J.W. Coons Advisors
Ohio
$1.3M +$73.4K +800 +6%
TCA
432
Transcend Capital Advisors
New Jersey
$1.29M -$14K -152 -1%
FTS
433
Fifth Third Securities
Ohio
$1.28M +$24.3K +265 +2%
VWM
434
Venturi Wealth Management
Texas
$1.26M -$89.8K -978 -7%
SF
435
Synovus Financial
Georgia
$1.26M +$20.4K +222 +2%
RF
436
RHS Financial
California
$1.25M -$100K -1,092 -7%
FW
437
FullCircle Wealth
Texas
$1.24M +$1.24M +13,446 New
SFS
438
Sowell Financial Services
Arkansas
$1.23M -$1.06M -11,523 -46%
RFP
439
RCS Financial Planning
Maryland
$1.2M +$159K +1,729 +15%
CIP
440
Chartwell Investment Partners
Pennsylvania
$1.19M +$134K +1,460 +13%
MCC
441
Maiden Cove Capital
Maine
$1.18M +$1.18M +12,920 New
AWA
442
Arete Wealth Advisors
Illinois
$1.18M -$31.4K -342 -3%
PCM
443
Parsons Capital Management
Rhode Island
$1.17M -$532K -5,790 -31%
EIA
444
Eldridge Investment Advisors
New Hampshire
$1.17M +$1.17M +12,700 New
TI
445
Tidal Investments
Wisconsin
$1.16M +$563K +6,133 +94%
GWP
446
Gen-Wealth Partners
Michigan
$1.13M -$14.4K -157 -1%
RAM
447
Riggs Asset Management
Pennsylvania
$1.13M -$680K -7,411 -38%
SPI
448
Sutton Place Investors
New York
$1.12M -$23.8K -259 -2%
FPAS
449
Focus Partners Advisor Solutions
Missouri
$1.11M -$52.7K -574 -5%
BIG
450
Bush Investment Group
Georgia
$1.11M +$83.6K +911 +8%
16 17
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