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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 %
TSS
851
Two Sigma Securities
New York
– -$1.02M -11,041 Closed
IWM
852
Iams Wealth Management
Nebraska
– -$800K -8,725 Closed
ARC
853
Advisor Resource Council
Texas
– -$807K -8,582 Closed
Vontobel Holding
854
Vontobel Holding
Switzerland
– -$684K -7,400 Closed
VWM
855
VCI Wealth Management
Missouri
– -$653K -7,067 Closed
NL
856
NWAM LLC
Washington
– -$638K -7,011 Closed
Principal Financial Group
857
Principal Financial Group
Iowa
– -$596K -6,448 Closed
FNC
858
First National Corp
Massachusetts
– -$594K -6,309 Closed
CMI
859
Clare Market Investments
Texas
– -$547K -5,916 Closed
VCA
860
Verdence Capital Advisors
Maryland
– -$534K -5,774 Closed
TC
861
TAP Consulting
Missouri
– -$494K -5,341 Closed
TFA
862
Tranquilli Financial Advisor
New Jersey
– -$483K -5,221 Closed
HFS
863
Haverford Financial Services
Pennsylvania
– -$482K -5,212 Closed
LFAS
864
Level Four Advisory Services
Texas
– -$490K -5,206 Closed
AA
865
AlphaCentric Advisors
Puerto Rico
– -$462K -5,000 Closed
MWM
866
Meridian Wealth Management
Kentucky
– -$436K -4,719 Closed
NSB
867
Norway Savings Bank
Maine
– -$431K -4,662 Closed
WWS
868
Wellington Wealth Strategies
Indiana
– -$418K -4,524 Closed
BTWM
869
Baker Tilly Wealth Management
Wisconsin
– -$418K -4,521 Closed
SWP
870
Semus Wealth Partners
Florida
– -$384K -4,160 Closed
RCA
871
Resonant Capital Advisors
Wisconsin
– -$381K -4,123 Closed
HWM
872
HFG Wealth Management
Texas
– -$358K -3,878 Closed
CG
873
Cynosure Group
Utah
– -$353K -3,817 Closed
PA
874
PPM America
Illinois
– -$351K -3,800 Closed
CA
875
CoreCap Advisors
Michigan
– -$323K -3,491 Closed
33 34
35
36 37