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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 %
CCFM
476
Clear Creek Financial Management
Washington
$878K -$51.4K -560 -6%
KWM
477
Keebeck Wealth Management
Illinois
$873K +$54.6K +595 +7%
CFG
478
Carr Financial Group
Massachusetts
$867K -$124K -1,348 -12%
FA
479
FC Advisory
Pennsylvania
$867K -$41.8K -455 -5%
SWM
480
Seed Wealth Management
Illinois
$865K +$865K +9,420 New
GC
481
GFG Capital
Florida
$844K – – –
AIM
482
Acropolis Investment Management
Missouri
$843K +$9.37K +102 +1%
WHG
483
Westwood Holdings Group
Texas
$838K +$12.3K +134 +1%
LA
484
Lane & Associates
New Jersey
$832K -$507K -5,518 -38%
WFS
485
WealthGarden F.S.
California
$829K +$829K +9,035 New
HIM
486
Hanlon Investment Management
New Jersey
$828K +$22.4K +244 +3%
UB
487
UMB Bank
Missouri
$815K -$43.5K -474 -5%
CWM
488
CIBC World Markets
New York
$811K -$773K -8,422 -49%
UFA
489
US Financial Advisors
Massachusetts
$802K -$1.42M -15,508 -64%
CFG
490
Cooper Financial Group
California
$799K +$23.4K +255 +3%
ECM
491
Evergreen Capital Management
Washington
$797K -$1.01M -11,050 -56%
LA
492
LexAurum Advisors
Kansas
$796K +$9.92K +108 +1%
CFA
493
Cahill Financial Advisors
Minnesota
$790K +$12.8K +139 +2%
OSNBOA
494
Old Second National Bank of Aurora
Illinois
$787K +$787K +8,569 New
PB
495
Pinnacle Bancorp
Nebraska
$785K +$254K +2,770 +48%
FPWM
496
FSB Premier Wealth Management
Iowa
$780K +$515K +5,608 +194%
MWS
497
Maxwell Wealth Strategies
California
$776K -$2.94K -32 -0.4%
SFG
498
Sovereign Financial Group
Connecticut
$773K +$119K +1,295 +18%
SFM
499
Signet Financial Management
New Jersey
$763K -$3.21K -35 -0.4%
TWCA
500
Two West Capital Advisors
Kansas
$758K +$758K +8,251 New
18 19
20
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