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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 %
RFA
626
RTD Financial Advisors
Pennsylvania
$311K +$311K +3,382 New
EGA
627
Eagle Global Advisors
Texas
$308K +$64.3K +700 +26%
CSB
628
City State Bank
Iowa
$304K -$2.48K -27 -0.8%
LPT
629
Legacy Private Trust
Wisconsin
$302K – – –
CA
630
Continuum Advisory
Idaho
$300K +$30.4K +331 +11%
FCAM
631
First Citizens Asset Management
North Carolina
$299K -$1.1K -12 -0.4%
GFPC
632
Global Financial Private Client
Florida
$298K – – –
WFA
633
WMG Financial Advisors
Tennessee
$296K +$296K +3,221 New
NS
634
NBC Securities
Alabama
$294K +$34K +371 +13%
AIA
635
Angeles Investment Advisors
California
$294K -$349K -3,800 -54%
BFG
636
Berger Financial Group
Minnesota
$290K -$27.9K -304 -9%
MA
637
MONECO Advisors
Connecticut
$289K -$27.7K -302 -9%
DC
638
Davenport & Co
Virginia
$286K +$286K +3,115 New
ACP
639
Aveo Capital Partners
Colorado
$283K +$9.27K +101 +3%
WEG
640
World Equity Group
Illinois
$282K -$264K -2,872 -48%
CWM
641
C2C Wealth Management
Arizona
$279K – – –
Empower Advisory Group
642
Empower Advisory Group
Colorado
$278K +$278K +3,026 New
CWM
643
Cornerstone Wealth Management
Missouri
$277K +$8.54K +93 +3%
CWM
644
Connecticut Wealth Management
Connecticut
$274K -$48.2K -525 -15%
WT
645
Whittier Trust
California
$274K -$15.1K -165 -5%
CAM
646
Cidel Asset Management
Ontario, Canada
$273K -$274K – –
FLA
647
Financial Life Advisors
Texas
$272K -$181K -1,967 -40%
FFS
648
Founders Financial Securities
Maryland
$272K -$175K -1,911 -39%
P
649
&Partners
Tennessee
$272K +$272K +2,962 New
CWS
650
Confluence Wealth Services
Pennsylvania
$271K +$271K +2,950 New
24 25
26
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