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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 %
SP
576
Successful Portfolios
Florida
$476K +$18.3K +199 +4%
Financial Engines Advisors
577
Financial Engines Advisors
California
$473K -$147K -1,603 -24%
FIBT
578
First International Bank & Trust
North Dakota
$473K +$25.4K +277 +6%
TPCW
579
TD Private Client Wealth
New York
$471K +$3.95K +43 +0.8%
EWA
580
EP Wealth Advisors
California
$467K -$77.6K -845 -14%
DW30
581
Drucker Wealth 3.0
New Jersey
$465K +$465K +5,065 New
VWWMG
582
Vermillion & White Wealth Management Group
Pennsylvania
$465K -$18K -196 -4%
FA
583
Flagstar Advisors
New York
$451K +$167K +1,818 +59%
O3W
584
Omni 360 Wealth
New Jersey
$451K +$4.59K +50 +1%
FWA
585
FSC Wealth Advisors
New York
$439K +$113K +1,228 +35%
MOS
586
MGO One Seven
Ohio
$429K +$44.3K +483 +12%
OLVIG
587
Oliver Lagore Vanvalin Investment Group
Michigan
$426K -$25.2K -274 -6%
FWP
588
FAS Wealth Partners
Kansas
$421K -$1.1K -12 -0.3%
MHB
589
Midwest Heritage Bank
Iowa
$419K -$27.4K -298 -6%
VA
590
Vident Advisory
Georgia
$412K +$187K +2,037 +83%
FFL
591
Financial Freedom LLC
Ohio
$406K +$3.86K +42 +1%
VA
592
Valmark Advisers
Ohio
$405K +$405K +4,414 New
PJSIMP
593
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$2.48K +27 +0.6%
HKIMG
594
Hutchens & Kramer Investment Management Group
Indiana
$404K +$58.2K +641 +17%
FCA
595
FinTrust Capital Advisors
South Carolina
$403K -$10.3K -112 -2%
SAM
596
SignalPoint Asset Management
Missouri
$403K +$403K +4,391 New
PBF
597
Petix & Botte Financial
California
$400K +$98.6K +1,074 +33%
HFW
598
Horizon Family Wealth
Illinois
$388K -$909K -9,900 -70%
OAP
599
One Advisory Partners
Kansas
$384K +$4.87K +53 +1%
FEM
600
Fulcrum Equity Management
Texas
$384K +$384K +4,178 New
22 23
24
25 26