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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 %
Susquehanna International Group
526
Susquehanna International Group
Pennsylvania
$661K +$661K +7,205 New
NGA
527
Naples Global Advisors
Florida
$657K +$657K +7,158 New
MFG
528
Magnus Financial Group
New York
$656K +$68.2K +743 +12%
FT
529
Fiduciary Trust
Massachusetts
$649K -$34.9K -380 -5%
APC
530
Aspire Private Capital
North Carolina
$643K +$21.6K +235 +3%
BIA
531
Bigelow Investment Advisors
Maine
$636K -$22.3K -243 -3%
1WM
532
1900 Wealth Management
Texas
$632K -$176K -1,918 -22%
WFC
533
Western Financial Corp
California
$632K -$20.5K -223 -3%
Millennium Management
534
Millennium Management
New York
$629K +$629K +6,853 New
JWM
535
JGP Wealth Management
Oregon
$624K +$624K +6,797 New
RSA
536
River Street Advisors
Illinois
$619K +$416K +4,528 +205%
CICC
537
Capital Investment Counsel (Colorado)
Colorado
$618K -$84K -915 -12%
MA
538
MKT Advisors
California
$604K +$40.7K +441 +7%
FF
539
Friedenthal Financial
New Jersey
$604K +$53.2K +579 +10%
SWM
540
Silverlake Wealth Management
Vermont
$595K +$146K +1,589 +33%
JSL
541
JT Stratford LLC
Georgia
$590K +$14.9K +162 +3%
EWA
542
Evolution Wealth Advisors
Florida
$588K – – –
EWA
543
Exencial Wealth Advisors
Oklahoma
$584K -$24.4K -266 -4%
LNWWM
544
Laird Norton Wetherby Wealth Management
California
$584K +$27.5K +300 +5%
CWM
545
Cahaba Wealth Management
Georgia
$575K +$36.9K +402 +7%
FNBT
546
FineMark National Bank & Trust
Florida
$575K -$1.56K -17 -0.3%
TWM
547
Trinity Wealth Management
Pennsylvania
$571K +$76.8K +837 +16%
NEAM
548
New England Asset Management
Connecticut
$569K +$569K +6,199 New
CC
549
Courier Capital
New York
$569K – – –
RW
550
Rede Wealth
Virginia
$566K -$22.7K -247 -4%
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