MBB icon

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.

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
1
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.75B
4
Bank of America
4
Bank of America
North Carolina
$7.11B
5
LPL Financial
5
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$183M
5
MWA
5
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$157M +$2.58M +26,932 +2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$145M +$6.15M +64,191 +4%
UCFA
28
United Capital Financial Advisors
Texas
$143M -$1.22M -12,717 -0.8%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$142M +$8.94M +93,310 +7%
MMA
30
Miracle Mile Advisors
California
$142M +$11.7M +121,655 +9%
PAS
31
Park Avenue Securities
New York
$141M +$5.3M +55,290 +4%
BA
32
Bridgewater Associates
Connecticut
$136M -$3.64M -38,000 -3%
HW
33
Hancock Whitney
Mississippi
$130M -$854K -8,911 -0.7%
MWA
34
Midland Wealth Advisors
Illinois
$128M -$42.2M -440,091 -25%
Goldman Sachs
35
Goldman Sachs
New York
$125M +$77.7M +810,771 +165%
MD
36
Money Design
Japan
$121M +$6.76M +70,559 +6%
BTI
37
Blue Trust Inc
Georgia
$120M -$15.2M -165,681 -11%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$105M -$2.56M -26,709 -2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$100M +$2.86M +29,745 +3%
Bessemer Group
40
Bessemer Group
New Jersey
$95.2M -$25.4K -265 -0%
Asset Management One
41
Asset Management One
Japan
$94.1M +$3.91M +40,830 +4%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$92.7M -$81.5M -850,404 -47%
HCM
43
Hilton Capital Management
New York
$88.6M +$88.6M +924,599 New
AssetMark Inc
44
AssetMark Inc
California
$85.1M +$53.7M +560,924 +172%
MFG
45
Merit Financial Group
Georgia
$78.9M -$6.14M -64,100 -7%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$78.3M -$310K -3,237 -0.4%
UBS AM
47
UBS AM
Illinois
$77.1M +$67.4M +703,598 +697%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$76.1M +$63.1M +658,777 +487%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$71.3M +$34.2M +357,445 +93%
RJA
50
Raymond James & Associates
Florida
$66M +$5.52M +57,634 +9%
1
2
3 4 5