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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 %
CHA
751
Carmichael Hill & Associates
Maryland
$33.6K – – –
RIL
752
Rothschild Investment LLC
Illinois
$33.2K -$4.13K -45 -11%
TF
753
Tompkins Financial
New York
$33.1K +$33.1K +361 New
IGWM
754
ICA Group Wealth Management
Colorado
$32.8K -$766K -8,341 -96%
VCM
755
Versant Capital Management
Arizona
$32.2K – – –
CB
756
Chris Bulman
California
$31.5K +$31.5K +343 New
BI
757
Bramshill Investments
Florida
$29.3K +$29.3K +319 New
CP
758
Castleview Partners
Texas
$28.7K – – –
WB
759
Webster Bank
Connecticut
$24.2K +$11.9K +130 +97%
BGC
760
Beutel, Goodman & Co
Ontario, Canada
$24K +$24K +270 New
MA
761
MCF Advisors
Kentucky
$23.9K -$92 -1 -0.4%
SSB
762
Sandy Spring Bank
Maryland
$23.6K +$15.6K +170 +195%
TWC
763
TD Waterhouse Canada
Ontario, Canada
$19.9K -$78.3K -862 -80%
SIC
764
Salem Investment Counselors
North Carolina
$19.8K -$5.6K -61 -22%
LWANC
765
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.4K – – –
B
766
Birchbrook
Maine
$18.3K – – –
TSWM
767
Tyler-Stone Wealth Management
Ohio
$18.2K – – –
HCA
768
Heck Capital Advisors
Wisconsin
$16.9K +$184 +2 +1%
FPFS
769
First Personal Financial Services
North Carolina
$16.4K – – –
ME
770
McIlrath & Eck
Washington
$15.5K +$15.5K +169 New
VWM
771
Valley Wealth Managers
New Jersey
$14K – – –
AIP
772
Ameritas Investment Partners
Nebraska
$13.8K – – –
TFF
773
The Family Firm
Maryland
$13.2K +$13.2K +144 New
HFS
774
Hantz Financial Services
Michigan
$13K -$1.69K -19 -12%
BWL
775
Bogart Wealth LLC
Virginia
$12.9K +$2.02K +22 +18%
29 30
31
32 33