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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 %
PBO
676
Peoples Bank (Ohio)
Ohio
$212K +$11.9K +130 +6%
AAS
677
Ameritas Advisory Services
Nebraska
$212K -$21.5K -234 -9%
LSPW
678
Lake Street Private Wealth
Illinois
$211K +$1.47K +16 +0.7%
RVPG
679
Relative Value Partners Group
$211K +$211K +2,301 New
GS
680
GTS Securities
New York
$211K +$211K +2,295 New
RFS
681
Richardson Financial Services
Massachusetts
$210K -$23K -251 -10%
IP
682
Intellectus Partners
California
$210K – – –
EM
683
Excalibur Management
Massachusetts
$208K +$208K +2,261 New
SSWM
684
Strait & Sound Wealth Management
California
$207K -$96.6K -1,052 -32%
CB
685
Commerce Bank
Missouri
$204K – – –
MCA
686
MSH Capital Advisors
Arizona
$204K +$204K +2,218 New
AG
687
AlTi Global
New York
$203K – – –
RFC
688
Regions Financial Corp
Alabama
$202K – – –
TIM
689
Tevis Investment Management
Texas
$201K +$201K +2,188 New
FFO
690
Fiduciary Family Office
Florida
$200K +$200K +2,180 New
RCM
691
Raleigh Capital Management
North Carolina
$195K -$92 -1 -0%
ZB
692
Zions Bancorporation
Utah
$189K +$189K +2,055 New
UCB
693
United Community Bank
South Carolina
$178K -$114K -1,246 -39%
Deutsche Bank
694
Deutsche Bank
Germany
$175K – – –
CT
695
Colonial Trust
South Carolina
$167K -$120K -1,302 -42%
AWM
696
Aspire Wealth Management
Massachusetts
$162K +$4.31K +47 +3%
PWMG
697
Prestige Wealth Management Group
New Jersey
$161K – – –
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$159K +$1.56K +17 +1%
ATPW
699
Ashton Thomas Private Wealth
Arizona
$154K +$154K +1,679 New
S
700
SignatureFD
Georgia
$151K +$95.4K +1,039 +172%
26 27
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