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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 %
DZ Bank
776
DZ Bank
Germany
$12.8K – – –
FRA
777
Front Row Advisors
California
$12.8K – – –
OWA
778
Opal Wealth Advisors
New York
$12K +$12K +131 New
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$12K -$418K -4,554 -97%
HGA
780
Hobbs Group Advisors
South Carolina
$11.8K +$11.8K +129 New
HIA
781
Harbor Investment Advisory
Maryland
$11.7K -$57.6K -627 -83%
BIM
782
Breakwater Investment Management
Washington
$10.9K – – –
RWPA
783
Richard W. Paul & Associates
Michigan
$10.7K +$2.2K +24 +26%
RWMG
784
Redwood Wealth Management Group
New Jersey
$10.4K +$10.4K +113 New
HBW
785
Hazlett, Burt & Watson
West Virginia
$10K +$10K +103 New
GI
786
Gradient Investments
Minnesota
$9.55K -$43.2K -470 -82%
PP
787
Pacifica Partners
Canada
$9.44K – – –
Nomura Asset Management
788
Nomura Asset Management
Japan
$9.18K -$165K -1,800 -95%
IC
789
Innealta Capital
Texas
$8.91K +$8.91K +97 New
PMFA
790
Plante Moran Financial Advisors
Michigan
$8.54K -$76.8K -837 -90%
PO
791
Private Ocean
California
$8.45K – – –
WA
792
WestEnd Advisors
North Carolina
$7.44K – – –
MIA
793
MeadowBrook Investment Advisors
Michigan
$6.79K – – –
VNA
794
Valley National Advisers
Pennsylvania
$6K – – –
GEA
795
Glen Eagle Advisors
New Jersey
$5.69K -$5.14K -56 -47%
CFO
796
CVA Family Office
Colorado
$5.69K – – –
LOIP
797
Live Oak Investment Partners
Texas
$5.6K – – –
CWM
798
Consultiva Wealth Management
Puerto Rico
$5.6K – – –
CSWM
799
Cassady Schiller Wealth Management
Ohio
$5.6K – – –
1IA
800
1620 Investment Advisors
Massachusetts
$5.51K +$5.51K +60 New
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32
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