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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 %
ACM
551
Absolute Capital Management
Pennsylvania
$565K -$8.82K -96 -2%
WI
552
Wintrust Investments
Illinois
$563K +$42.7K +465 +8%
BFA
553
Beacon Financial Advisory
Ohio
$558K +$118K +1,285 +27%
PFA
554
Pinnacle Family Advisors
Missouri
$557K -$21.1K -230 -4%
FA
555
Fermata Advisors
California
$545K +$144K +1,571 +36%
AA
556
Advisory Alpha
Michigan
$543K -$42.9K -467 -7%
AWM
557
Adams Wealth Management
Utah
$543K -$61.8K -673 -10%
CI
558
CacheTech Inc
Utah
$543K +$543K +5,917 New
LA
559
Latitude Advisors
Florida
$536K +$105K +1,140 +24%
MHR
560
Matthew Hamilton Rosenberg
$534K +$289K +3,176 +117%
AWM
561
Axxcess Wealth Management
California
$531K -$380K -4,134 -42%
TA
562
TrueWealth Advisors
Alabama
$526K -$22.4K -244 -4%
WWP
563
WR Wealth Planners
Missouri
$524K -$14K -153 -3%
IAIM
564
International Assets Investment Management
Florida
$519K -$201K -2,193 -28%
SAM
565
Smartleaf Asset Management
Massachusetts
$518K -$314K -3,407 -38%
FEG
566
Financial Enhancement Group
Indiana
$517K -$90.8K -966 -15%
KP
567
Keel Point
Alabama
$512K -$7.4K -78 -1%
CCG
568
Catalina Capital Group
California
$509K +$42.4K +462 +9%
BAM
569
Berkshire Asset Management
Pennsylvania
$509K +$509K +5,542 New
NFP
570
Narus Financial Partners
Utah
$508K +$14.2K +155 +3%
LCGC
571
Legacy Capital Group California
California
$506K -$127K -1,381 -20%
MWA
572
Merkkuri Wealth Advisors
New York
$504K +$504K +5,485 New
RC
573
Rareview Capital
Nevada
$500K -$451K -4,914 -47%
AFP
574
Ausdal Financial Partners
Iowa
$498K -$139K -1,510 -22%
JWCA
575
J.W. Cole Advisors
Florida
$486K -$117K -1,273 -19%
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