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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 %
CPG
701
Cornerstone Planning Group
New Jersey
$147K -$73.5K -773 -33%
T
702
Tidemark
California
$144K -$44K -479 -23%
Loomis, Sayles & Company
703
Loomis, Sayles & Company
Massachusetts
$142K +$55.7K +606 +65%
SWM
704
Sanctuary Wealth Management
Idaho
$141K – – –
LIA
705
Lynx Investment Advisory
District of Columbia
$140K +$140K +1,525 New
CIA
706
Cape Investment Advisory
Georgia
$132K +$3.58K +39 +3%
SS
707
Sunbelt Securities
Texas
$123K +$459 +5 +0.4%
SIS
708
Sound Income Strategies
Florida
$123K -$27.3K -297 -18%
ACM
709
Anfield Capital Management
California
$121K -$4.92M -53,615 -98%
PFM
710
Phillips Financial Management
Indiana
$120K – – –
AFWM
711
Abich Financial Wealth Management
Virginia
$119K +$23.5K +256 +25%
AIC
712
Archer Investment Corporation
Indiana
$117K -$10.9K -119 -9%
CCA
713
Criterion Capital Advisors
Tennessee
$111K -$2.2K -24 -2%
Fifth Third Bancorp
714
Fifth Third Bancorp
Ohio
$105K +$93.9K +1,023 +860%
CA
715
Crewe Advisors
Utah
$102K -$28.7K -313 -22%
LJHT
716
Laurie J. Hall Trustee
$101K – – –
AFS
717
Annapolis Financial Services
Maryland
$98.8K – – –
CWP
718
Concord Wealth Partners
Virginia
$91.9K -$4.5K -49 -5%
TRCT
719
Tower Research Capital (TRC)
New York
$90.1K +$80.2K +874 +817%
FFA
720
Founders Financial Alliance
North Carolina
$89.4K -$12.2K -133 -12%
LFG
721
Larson Financial Group
Missouri
$88K +$85.2K +928 +2,994%
LFA
722
LGT Financial Advisors
Texas
$83.8K -$54.5K -594 -39%
TAM
723
Tucker Asset Management
Colorado
$80.4K -$17.5K -191 -18%
CLOS
724
Compagnie Lombard Odier SCmA
Switzerland
$79.9K – – –
WAM
725
Wolverine Asset Management
Illinois
$79.5K +$79.5K +866 New
27 28
29
30 31