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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 %
CJ
826
Caitlin John
Michigan
$1.48K – – –
NSIM
827
North Star Investment Management
Illinois
$1.48K – – –
VAG
828
VisionPoint Advisory Group
Texas
$1.41K +$1.31K +14 +1,400%
FGA
829
Fortis Group Advisors
New Jersey
$1.29K -$1.29K -14 -50%
EAM
830
Eukles Asset Management
Ohio
$1.29K – – –
PSB
831
Piscataqua Savings Bank
New Hampshire
$1.29K +$1.29K +14 New
JWM
832
Janiczek Wealth Management
Colorado
$1.2K – – –
GFL
833
Granite FO LLC
New Hampshire
$1.15K +$1.15K +12 New
IHWM
834
Iron Horse Wealth Management
Iowa
$953 – – –
NMM
835
Naples Money Management
Florida
$924 – – –
KFI
836
Key Financial Inc
Pennsylvania
$924 – – –
VL
837
Vima LLC
Michigan
$663 – – –
GWANC
838
Guardian Wealth Advisors (North Carolina)
North Carolina
$370 – – –
CW
839
Connectus Wealth
Ohio
– -$51.7M -548,677 Closed
Millennium Management
840
Millennium Management
New York
– -$22.9M -243,748 Closed
PC
841
PointState Capital
New York
– -$20.1M -213,436 Closed
Natixis Advisors
842
Natixis Advisors
Massachusetts
– -$14.8M -157,300 Closed
MFWM
843
Motley Fool Wealth Management
Virginia
– -$13M -138,538 Closed
CIM
844
Chiron Investment Management
New York
– -$12.4M -131,599 Closed
WF
845
Williams Financial
Vermont
– -$6.85M -72,794 Closed
OP
846
ORG Partners
Indiana
– -$6.8M -72,267 Closed
Simplex Trading
847
Simplex Trading
Illinois
– -$6.08M -64,585 Closed
Susquehanna International Group
848
Susquehanna International Group
Pennsylvania
– -$5.23M -55,540 Closed
SA
849
Scarborough Advisors
Maryland
– -$5.05M -53,650 Closed
AP
850
Advisors Preferred
Maryland
– -$3.96M -42,381 Closed
32 33
34
35 36