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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.

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
1
Fisher Asset Management
Washington
$1.55B
2
Charles Schwab
2
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
1
Jane Street
New York
$914K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
3
State Street
Massachusetts
$0
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$53.2M +$16.6M +180,800 +45%
CIBC Asset Management
52
CIBC Asset Management
Ontario, Canada
$53.2M +$9.13M +99,445 +21%
US Bancorp
53
US Bancorp
Minnesota
$51.2M -$4.27M -46,560 -8%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$49.7M +$3.13M +33,965 +7%
RT
55
Rockland Trust
Massachusetts
$48.8M +$1.11M +12,050 +2%
WJA
56
Willis Johnson & Associates
Texas
$46.2M +$3.59M +39,097 +8%
MCCA
57
Mill Creek Capital Advisors
Pennsylvania
$46M +$1.15M +12,552 +3%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$45.9M – – –
Goldman Sachs
59
Goldman Sachs
New York
$45.1M -$2.54M -27,656 -5%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$44.5M -$1.12M -12,253 -2%
NA
61
NewEdge Advisors
Louisiana
$43.5M +$15.8M +171,846 +57%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$41.9M +$6.7M +72,933 +19%
SIA
63
SkyView Investment Advisors
New Jersey
$40.9M +$214K +2,279 +0.5%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$39.1M +$14.3M +156,243 +58%
CIA
65
Capital Investment Advisors
Georgia
$38.4M +$383K +4,176 +1%
CI
66
Conning Inc
Connecticut
$35.6M – – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$35.5M +$1.28M +13,916 +4%
MNA
68
Manning & Napier Advisors
New York
$35M +$35M +380,956 New
SMFG
69
Sumitomo Mitsui Financial Group
Japan
$34.5M +$1.94M +21,170 +6%
LFS
70
Lutz Financial Services
Nebraska
$34.2M +$6.29M +68,517 +23%
SWP
71
Strategic Wealth Partners
Ohio
$33.2M +$2.02M +21,973 +6%
CIAS
72
CFS Investment Advisory Services
New Jersey
$33.1M +$33.1M +360,378 New
Osaic Holdings
73
Osaic Holdings
Arizona
$32.4M +$3.12M +33,926 +11%
NA
74
Nottingham Advisors
New York
$32.1M +$1.35M +14,719 +4%
JC
75
JB Capital
Connecticut
$31.3M +$382K +4,161 +1%
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