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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 %
WAL
601
W Advisors LLC
Tennessee
$378K -$19.4K -211 -5%
VVP
602
Venture Visionary Partners
Ohio
$376K -$101K -1,100 -21%
CF
603
Centaurus Financial
California
$376K +$59.7K +650 +19%
IWA
604
IVC Wealth Advisors
Pennsylvania
$371K -$2.48K -27 -0.7%
HOWA
605
Heritage Oak Wealth Advisors
Florida
$369K +$369K +4,014 New
PG
606
Patten Group
Tennessee
$365K -$36.8K -401 -9%
KWA
607
Kingswood Wealth Advisors
California
$365K +$51.2K +558 +16%
AP
608
Americana Partners
Texas
$362K – – –
MSWMA
609
Market Street Wealth Management Advisors
Indiana
$356K -$426K -4,645 -55%
Citigroup
610
Citigroup
New York
$354K +$50.9K +554 +17%
FCI
611
Financial Counselors Inc
Kansas
$350K -$1.72M -18,787 -83%
FIM
612
Freedom Investment Management
Connecticut
$345K -$232K -2,528 -40%
BCG
613
Breakwater Capital Group
New Jersey
$339K -$108K -1,178 -24%
SFA
614
Sequoia Financial Advisors
Ohio
$334K -$1.32M -14,353 -80%
EAM
615
Empirical Asset Management
Massachusetts
$331K +$331K +3,609 New
HWMA
616
Heritage Wealth Management (Arizona)
Arizona
$328K -$55.7K -607 -15%
HFO
617
Heritage Family Offices
Arizona
$328K +$328K +3,568 New
LWM
618
LongView Wealth Management
Georgia
$324K -$63.2K -688 -16%
WPWM
619
Windward Private Wealth Management
Kansas
$322K +$8.45K +92 +3%
MMG
620
Monetary Management Group
Missouri
$321K – – –
MSFS
621
Main Street Financial Solutions
Pennsylvania
$317K -$205K -2,230 -39%
BA
622
Bristlecone Advisors
Washington
$316K +$42.9K +467 +16%
CWP
623
Core Wealth Partners
California
$316K +$39K +425 +14%
PVI
624
Pine Valley Investments
New Jersey
$313K -$22.5K -245 -7%
IFS
625
Ifrah Financial Services
Arkansas
$313K -$367 -4 -0.1%
23 24
25
26 27