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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 %
ACG
851
Allen Capital Group
Nebraska
– -$2.9M -30,828 Closed
GC
852
Guidance Capital
Kentucky
– -$2.4M -25,660 Closed
CA
853
CSM Advisors
Pennsylvania
– -$2M -21,300 Closed
NRA
854
NSI Retail Advisors
Pennsylvania
– -$2M -21,300 Closed
TPI
855
Trust Point Inc
Wisconsin
– -$1.93M -20,507 Closed
Mackenzie Financial
856
Mackenzie Financial
Ontario, Canada
– -$1.59M -16,907 Closed
BBNA
857
Bremer Bank National Association
Minnesota
– -$1.48M -15,681 Closed
Squarepoint
858
Squarepoint
New York
– -$1.35M -14,300 Closed
CWM
859
Curi Wealth Management
North Carolina
– -$1.34M -14,289 Closed
Citadel Advisors
860
Citadel Advisors
Florida
– -$1.3M -13,766 Closed
CRC
861
Curi RMB Capital
Illinois
– -$1.16M -12,311 Closed
MIM
862
Macroview Investment Management
Maryland
– -$1.05M -11,210 Closed
DIA
863
Dana Investment Advisors
Wisconsin
– -$637K -6,767 Closed
SWM
864
Seed Wealth Management
Illinois
– -$622K -6,645 Closed
FCC
865
Florin Court Capital
United Kingdom
– -$564K -6,000 Closed
EMAM
866
Encompass More Asset Management
California
– -$524K -5,565 Closed
Tudor Investment Corp
867
Tudor Investment Corp
Connecticut
– -$512K -5,438 Closed
RIM
868
Rockbridge Investment Management
New York
– -$490K -5,209 Closed
CIA
869
Choate Investment Advisors
Massachusetts
– -$452K -4,807 Closed
Wolverine Trading
870
Wolverine Trading
Illinois
– -$451K -4,798 Closed
BWCS
871
Beirne Wealth Consulting Services
Connecticut
– -$431K -4,583 Closed
WAM
872
Wolverine Asset Management
Illinois
– -$399K -4,238 Closed
VFG
873
Victory Financial Group
Texas
– -$385K -4,087 Closed
AWA
874
Arkadios Wealth Advisors
Georgia
– -$384K -4,080 Closed
EC
875
Elequin Capital
New York
– -$374K -3,978 Closed
33 34
35
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