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iShares MBS ETF
MBB

Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$230M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$135M
4
Bank of America
Bank of America
North Carolina
+$131M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$510M
2
SWM
Scissortail Wealth Management
Oklahoma
-$313M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.5M
4
SEI Investments
SEI Investments
Pennsylvania
-$45.8M
5
MWA
Midland Wealth Advisors
Illinois
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
426
Wela Strategies
Georgia
$1.64M +$1.64M +17,133 New
SWM
427
Spire Wealth Management
Virginia
$1.64M +$19.5K +203 +1%
MBT
428
Montecito Bank & Trust
California
$1.62M -$291K -3,039 -15%
RW
429
Regimen Wealth
Georgia
$1.58M +$24.6K +257 +2%
CB
430
Community Bank
New York
$1.54M +$759K +7,920 +97%
CAM
431
Concorde Asset Management
Michigan
$1.54M +$390K +4,074 +34%
BWA
432
BCU Wealth Advisors
Illinois
$1.53M +$121K +1,261 +9%
LSA
433
Lion Street Advisors
Texas
$1.51M +$13.5K +141 +0.9%
SF
434
Synovus Financial
Georgia
$1.49M +$181K +1,894 +14%
AA
435
Axiom Advisory
California
$1.49M +$23.3K +246 +2%
DWT
436
Dorsey & Whitney Trust
South Dakota
$1.48M +$15.9K +166 +1%
GWP
437
Gateway Wealth Partners
Wisconsin
$1.47M -$136K -1,422 -8%
HCP
438
Hexagon Capital Partners
Arkansas
$1.45M +$13.7K +143 +1%
WS
439
Wedbush Securities
California
$1.44M -$1.11M -11,570 -43%
OAS
440
Optivise Advisory Services
Tennessee
$1.44M -$29.5K -308 -2%
VFPW
441
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.42M -$109K -1,133 -7%
VWM
442
Venturi Wealth Management
Texas
$1.41M +$92.3K +963 +7%
JWCA
443
J.W. Coons Advisors
Ohio
$1.41M +$45.7K +477 +3%
EP
444
Edgestream Partners
New Jersey
$1.4M +$1.4M +14,644 New
RFN
445
RDA Financial Network
Iowa
$1.37M +$215K +2,242 +19%
TCA
446
Transcend Capital Advisors
New Jersey
$1.36M +$10.8K +113 +0.8%
FW
447
FullCircle Wealth
Texas
$1.36M +$113K +1,223 +9%
SPC
448
Sigma Planning Corp
Michigan
$1.36M -$229K -2,392 -14%
OC
449
Oppenheimer & Co
New York
$1.34M -$229K -2,388 -15%
CFIA
450
Cantor Fitzgerald Investment Advisors
New York
$1.34M +$1.34M +13,954 New
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