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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 %
RFN
451
RDA Financial Network
Iowa
$1.11M +$479K +5,220 +76%
BP
452
BNP Paribas
France
$1.1M – – –
CAM
453
Concorde Asset Management
Michigan
$1.1M +$178K +1,942 +19%
DFCM
454
Dark Forest Capital Management
Puerto Rico
$1.09M +$167K +1,814 +18%
MC
455
Moors & Cabot
Massachusetts
$1.06M +$62.8K +684 +6%
CCM
456
Coldstream Capital Management
Washington
$1.06M +$345K +3,762 +48%
AAP
457
Arax Advisory Partners
Colorado
$1.06M -$1.1K -12 -0.1%
BHPW
458
Beverly Hills Private Wealth
California
$1.01M +$153K +1,664 +18%
AWM
459
Avaii Wealth Management
Wisconsin
$1,000K +$19.2K +209 +2%
SP
460
SWS Partners
Ohio
$974K +$221K +2,410 +29%
D
461
Diversified
Delaware
$974K +$70.1K +764 +8%
1WA
462
180 Wealth Advisors
Washington
$948K +$350K +3,766 +58%
LIA
463
LifePlan Investment Advisors
North Carolina
$939K +$77.3K +842 +9%
TWP
464
Tempus Wealth Planning
California
$934K +$169K +1,840 +22%
CCC
465
Chesapeake Capital Corp
Florida
$934K -$988K -10,766 -51%
CPL
466
CAP Partners LLC
Tennessee
$926K +$27.4K +298 +3%
Jane Street
467
Jane Street
New York
$914K -$773M -8,419,126 -100%
RFG
468
Range Financial Group
Oregon
$910K +$64.8K +706 +8%
DAS
469
Dynamic Advisor Solutions
Arizona
$907K -$31.9K -347 -3%
NB
470
NBT Bank
New York
$891K -$101K -1,099 -10%
VPP
471
Vertex Planning Partners
Illinois
$888K -$5.78K -63 -0.6%
FCP
472
Fidelis Capital Partners
Florida
$887K +$80.6K +855 +10%
PFG
473
Pacific Financial Group
Washington
$882K +$4.22K +46 +0.5%
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$881K -$1.1K -12 -0.1%
GVAG
475
Great Valley Advisor Group
Delaware
$880K +$289K +3,143 +49%
17 18
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