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iShares MBS ETF
MBB

Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$230M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$135M
4
Bank of America
Bank of America
North Carolina
+$131M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$510M
2
SWM
Scissortail Wealth Management
Oklahoma
-$313M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.5M
4
SEI Investments
SEI Investments
Pennsylvania
-$45.8M
5
MWA
Midland Wealth Advisors
Illinois
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CICC
701
Capital Investment Counsel (Colorado)
Colorado
$250K -$395K -4,125 -61%
CTA
702
Chesley Taft & Associates
Illinois
$246K +$246K +2,571 New
RFC
703
Regions Financial Corp
Alabama
$242K +$30.9K +323 +15%
EBT
704
Enterprise Bank & Trust
Massachusetts
$238K – – –
WC
705
Waterloo Capital
Texas
$238K +$238K +2,482 New
FA
706
Fiduciary Alliance
South Carolina
$238K +$238K +2,481 New
VA
707
Vident Advisory
Georgia
$235K -$195K -2,037 -45%
CA
708
Clearstead Advisors
Ohio
$233K -$25.6K -267 -10%
RFS
709
Richardson Financial Services
Massachusetts
$230K +$19.8K +215 +9%
BCM
710
Beaumont Capital Management
Massachusetts
$229K +$229K +2,389 New
HAS
711
HBW Advisory Services
California
$227K -$4.31K -45 -2%
IP
712
Ignite Planners
California
$226K +$226K +2,358 New
EWA
713
Exencial Wealth Advisors
Oklahoma
$226K -$384K -4,007 -63%
CWM
714
Collaborative Wealth Management
Florida
$226K -$10.3K -108 -4%
RP
715
Rice Partnership
Hawaii
$224K – – –
CWM
716
Chesapeake Wealth Management
Virginia
$223K -$1.63K -17 -0.7%
TPI
717
Trust Point Inc
Wisconsin
$223K +$223K +2,323 New
MWM
718
Meridian Wealth Management
Kentucky
$222K +$222K +2,318 New
HFW
719
Horizon Family Wealth
Illinois
$221K -$183K -1,911 -45%
LSPW
720
Lake Street Private Wealth
Illinois
$221K +$192 +2 +0.1%
IP
721
Intellectus Partners
California
$219K – – –
SIS
722
Sound Income Strategies
Florida
$209K +$80.9K +844 +63%
BWM
723
Bulltick Wealth Management
Florida
$208K +$208K +2,172 New
CFA
724
Cahill Financial Advisors
Minnesota
$208K -$616K -6,431 -75%
CA
725
Calton & Associates
Florida
$207K +$207K +2,158 New
27 28
29
30 31