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iShares MBS ETF
MBB

Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.75B
4
Bank of America
Bank of America
North Carolina
$7.11B
5
LPL Financial
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
SEI Investments
Pennsylvania
$183M
5
MWA
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
851
Investors Research Corp
Georgia
$2.2K – – –
PP
852
Pacifica Partners
Canada
$2.01K -$7.86K -82 -80%
BC
853
Barrett & Company
Rhode Island
$1.92K -$2.4K -25 -56%
ADL
854
Asset Dedication LLC
California
$1.82K +$1.82K +19 New
LIS
855
Legacy Investment Solutions
Idaho
$1.76K +$1.76K +19 New
LWMI
856
Legacy Wealth Management (Idaho)
Idaho
$1.76K +$1.76K +19 New
GWSG
857
GPS Wealth Strategies Group
Colorado
$1.63K +$1.63K +17 New
NSIM
858
North Star Investment Management
Illinois
$1.53K – – –
GJIA
859
Glass Jacobson Investment Advisors
Maryland
$1.53K +$767 +8 +100%
CJ
860
Caitlin John
Michigan
$1.48K – – –
EAM
861
Eukles Asset Management
Ohio
$1.34K – – –
FGA
862
Fortis Group Advisors
New Jersey
$1.34K – – –
TRCT
863
Tower Research Capital (TRC)
New York
$1.25K -$92.8K -968 -99%
MBFW
864
Morton Brown Family Wealth
Pennsylvania
$1.25K +$1.25K +13 New
IHWM
865
Iron Horse Wealth Management
Iowa
$988 – – –
KFI
866
Key Financial Inc
Pennsylvania
$958 – – –
HR
867
Howe & Rusling
New York
$767 +$767 +8 New
GWANC
868
Guardian Wealth Advisors (North Carolina)
North Carolina
$383 – – –
PIS
869
POM Investment Strategies
North Carolina
$192 +$192 +2 New
FCM
870
Fourpath Capital Management
Oklahoma
$96 +$96 +1 New
Charles Schwab
871
Charles Schwab
California
– -$510M -5,555,839 Closed
PC
872
PointState Capital
New York
– -$25.2M -274,678 Closed
Toronto Dominion Bank
873
Toronto Dominion Bank
Ontario, Canada
– -$18.4M -200,000 Closed
GIM
874
Goelzer Investment Management
Indiana
– -$13.3M -145,249 Closed
AP
875
Advisors Preferred
Maryland
– -$9.21M -101,363 Closed
33 34
35
36 37