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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 %
ACI
876
Alpha Cubed Investments
California
– -$372K -3,949 Closed
MMM
877
Mendel Money Management
Illinois
– -$352K -3,745 Closed
IAA
878
Independent Advisor Alliance
North Carolina
– -$300K -3,188 Closed
DC
879
Davenport & Co
Virginia
– -$278K -2,956 Closed
EIP
880
Ellis Investment Partners
Pennsylvania
– -$273K -2,899 Closed
PWPCM
881
Perella Weinberg Partners Capital Management
New York
– -$261K -2,775 Closed
FFA
882
Fragasso Financial Advisors
Pennsylvania
– -$249K -2,651 Closed
SW
883
SVB Wealth
Massachusetts
– -$242K -2,576 Closed
SC
884
Solstein Capital
California
– -$242K -2,571 Closed
T
885
TCWP
Ohio
– -$227K -2,411 Closed
KDA
886
Kraft Davis & Associates
Missouri
– -$219K -2,369 Closed
IIC
887
Ironwood Investment Counsel
Arizona
– -$221K -2,354 Closed
C
888
Certuity
Florida
– -$221K -2,348 Closed
TFP
889
Traction Financial Partners
Wyoming
– -$219K -2,326 Closed
NAM
890
NTV Asset Management
West Virginia
– -$218K -2,322 Closed
P
891
&Partners
Tennessee
– -$217K -2,311 Closed
CPIG
892
Chicago Partners Investment Group
Illinois
– -$211K -2,281 Closed
Empower Advisory Group
893
Empower Advisory Group
Colorado
– -$213K -2,267 Closed
JWM
894
JPL Wealth Management
Colorado
– -$213K -2,263 Closed
ACM
895
Advisors Capital Management
New Jersey
– -$201K -2,135 Closed
BI
896
Bramshill Investments
Florida
– -$109K -1,160 Closed
SC
897
SouthState Corp
Florida
– -$72.5K -771 Closed
WCM
898
Winthrop Capital Management
Indiana
– -$60.4K -642 Closed
FFO
899
Fortitude Family Office
Arizona
– -$53.3K -567 Closed
GIA
900
Goodwin Investment Advisory
Georgia
– -$43.8K -466 Closed
34 35
36
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