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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
$1.55B
2
Charles Schwab
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
Jane Street
New York
$914K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
State Street
Massachusetts
$0
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
651
Horizon Investments
North Carolina
$269K -$7.09M -77,737 -96%
HWM
652
HB Wealth Management
Georgia
$265K -$5.14K -56 -2%
AWM
653
Avior Wealth Management
Nebraska
$263K +$56.8K +619 +28%
DWA
654
Delos Wealth Advisors
Texas
$259K +$459 +5 +0.2%
SAI
655
Savvy Advisors Inc
New York
$257K +$257K +2,797 New
FSA
656
Financial Sense Advisors
California
$253K +$253K +2,759 New
SG
657
StoneX Group
New York
$253K -$21.7K -236 -8%
NRC
658
New Republic Capital
North Carolina
$250K +$7.9K +86 +3%
VCM
659
Virtue Capital Management
Tennessee
$250K -$127K -1,363 -34%
FGAM
660
Financial Gravity Asset Management
Texas
$249K -$593K -6,460 -70%
CA
661
Clearstead Advisors
Ohio
$248K +$217K +2,364 +695%
SPWG
662
Syntegra Private Wealth Group
Missouri
$247K -$5.69K -62 -2%
ATC
663
Argent Trust Co
Tennessee
$246K – – –
QWM
664
Quadcap Wealth Management
Texas
$245K -$5.69K -62 -2%
NFG
665
Nations Financial Group
Iowa
$244K +$25.9K +282 +12%
GC
666
Grimes & Company
Massachusetts
$242K +$242K +2,641 New
FI
667
FWG Investments
Kentucky
$240K +$12.7K +138 +6%
EBT
668
Enterprise Bank & Trust
Massachusetts
$228K – – –
CWM
669
Collaborative Wealth Management
Florida
$226K -$6.98K -76 -3%
KAS
670
KPP Advisory Services
Kentucky
$224K +$224K +2,444 New
EL
671
EQ LLC
Washington
$224K +$5.69K +62 +3%
HAS
672
HBW Advisory Services
California
$222K -$61.6K -671 -22%
CWM
673
Chesapeake Wealth Management
Virginia
$215K -$39.9K -435 -16%
RP
674
Rice Partnership
Hawaii
$215K – – –
LAS
675
Lloyd Advisory Services
Georgia
$214K +$214K +2,328 New
25 26
27
28 29