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iShares MBS ETF
MBB

Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M

Top Buyers

1
Jane Street
Jane Street
New York
$779M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$231M
3
State Street
State Street
Massachusetts
$109M
4
SOMRS
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
751
Central Trust Company
Missouri
$42.1K +$16.5K +179 +65%
AWA
752
Alaska Wealth Advisors
Alaska
$38.7K -$23.5K -254 -38%
RIL
753
Rothschild Investment LLC
Illinois
$37.6K +$4.72K +51 +14%
TIM
754
Thompson Investment Management
Wisconsin
$36.5K – – –
DSC
755
Duncker Streett & Co
Missouri
$36.1K – – –
OC
756
Oakworth Capital
Alabama
$34.7K – – –
CHA
757
Carmichael Hill & Associates
Maryland
$33.8K – – –
VCM
758
Versant Capital Management
Arizona
$32.4K +$32.4K +351 New
CA
759
Clearstead Advisors
Ohio
$30.9K +$91 +1 +0.3%
CB
760
Centennial Bank
Arkansas
$29.8K +$2.96K +32 +11%
CP
761
Castleview Partners
Texas
$28.9K – – –
RBA
762
Richard Bernstein Advisors
New York
$27.7K -$257K -2,784 -90%
FMP
763
Financial Management Professionals
Texas
$26K +$26K +282 New
SIC
764
Salem Investment Counselors
North Carolina
$25.6K -$9.34K -101 -27%
MA
765
MCF Advisors
Kentucky
$24.1K -$92 -1 -0.4%
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.5K – – –
B
767
Birchbrook
Maine
$18.4K – – –
TSWM
768
Tyler-Stone Wealth Management
Ohio
$18.3K – – –
OSAM
769
O'Shaughnessy Asset Management
Connecticut
$17.6K +$17.5K +189 +18,900%
FPF
770
First Pacific Financial
Washington
$17.5K +$15.2K +164 +656%
HCA
771
Heck Capital Advisors
Wisconsin
$16.9K +$93 +1 +0.6%
FPFS
772
First Personal Financial Services
North Carolina
$16.5K +$16.5K +179 New
HFS
773
Hantz Financial Services
Michigan
$15K +$15K +165 New
Qube Research & Technologies (QRT)
774
Qube Research & Technologies (QRT)
United Kingdom
$14.7K – – –
VWM
775
Valley Wealth Managers
New Jersey
$14K +$8.04K +87 +134%
29 30
31
32 33