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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 %
BL
801
BFSG LLC
California
$5.05K – – –
CBT
802
Central Bank & Trust
Kentucky
$4.68K – – –
BC
803
Barrett & Company
Rhode Island
$4.1K – – –
NFSG
804
Newbridge Financial Services Group
Florida
$4.04K -$1.01K -11 -20%
EWM
805
EPG Wealth Management
Georgia
$3.85K -$3.84K -42 Closed
TAM
806
Townsend Asset Management
North Carolina
$3.4K – – –
RBA
807
Richard Bernstein Advisors
New York
$3.28K -$24.1K -264 -88%
KSWA
808
Kathleen S. Wright Associates
Pennsylvania
$3.12K -$275 -3 -8%
BHWM
809
Beaird Harris Wealth Management
Texas
$3.12K +$3.12K +34 New
SIS
810
Strategic Investment Solutions
Illinois
$3.08K +$3.08K +28 New
CB
811
Centennial Bank
Arkansas
$2.94K -$26.6K -290 -90%
WIA
812
Wetzel Investment Advisors
Indiana
$2.68K – – –
IRC
813
Investors Research Corp
Georgia
$2.11K – – –
TWP
814
Triad Wealth Partners
Kansas
$2.11K +$2.11K +23 New
CIAS
815
Capital Investment Advisory Services
North Carolina
$1.65K -$5.23K -57 -76%
WT
816
Washington Trust
Rhode Island
$1.65K -$2.39K -26 -59%
BCMLT
817
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K – – –
CJ
818
Caitlin John
Michigan
$1.47K – – –
NSIM
819
North Star Investment Management
Illinois
$1.47K – – –
EAM
820
Eukles Asset Management
Ohio
$1.29K – – –
FGA
821
Fortis Group Advisors
New Jersey
$1.29K – – –
JWM
822
Janiczek Wealth Management
Colorado
$1.19K – – –
IHWM
823
Iron Horse Wealth Management
Iowa
$947 – – –
KFI
824
Key Financial Inc
Pennsylvania
$918 – – –
NMM
825
Naples Money Management
Florida
$909 – – –
31 32
33
34 35