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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 %
WHCI
876
W.H. Cornerstone Investments
Massachusetts
– -$317K -3,432 Closed
PPP
877
Private Portfolio Partners
New Jersey
– -$289K -3,122 Closed
EC
878
Estate Counselors
Wisconsin
– -$279K -3,020 Closed
FHB
879
First Hawaiian Bank
Hawaii
– -$276K -2,985 Closed
TCPW
880
Twin City Private Wealth
North Carolina
– -$276K -2,983 Closed
CGFA
881
Colton Groome Financial Advisors
North Carolina
– -$268K -2,905 Closed
RFWA
882
RPg Family Wealth Advisory
Massachusetts
– -$267K -2,889 Closed
SC
883
Scotia Capital
Ontario, Canada
– -$254K -2,745 Closed
FA
884
Fiduciary Alliance
South Carolina
– -$250K -2,727 Closed
KFG
885
Kingdom Financial Group
Arizona
– -$251K -2,719 Closed
AFA
886
American Financial Advisors
Georgia
– -$244K -2,639 Closed
BPA
887
Beacon Pointe Advisors
California
– -$227K -2,453 Closed
WC
888
Waterloo Capital
Texas
– -$224K -2,420 Closed
MCC
889
Money Concepts Capital
Florida
– -$210K -2,277 Closed
FF
890
Farrell Financial
New York
– -$208K -2,248 Closed
WA
891
Waverly Advisors
Alabama
– -$205K -2,220 Closed
BWM
892
Bulltick Wealth Management
Florida
– -$201K -2,172 Closed
PWA
893
Provenance Wealth Advisors
Florida
– -$85K -920 Closed
PAM
894
Palisade Asset Management
Minnesota
– -$73.2K -792 Closed
CFB
895
Cullen/Frost Bankers
Texas
– -$71K -769 Closed
M
896
MOTCO
Texas
– -$60.1K -650 Closed
HT
897
Headlands Technologies
Illinois
– -$54.7K -592 Closed
HWP
898
Highline Wealth Partners
California
– -$50K -541 Closed
FMP
899
Financial Management Professionals
Texas
– -$26K -282 Closed
FPF
900
First Pacific Financial
Washington
– -$17.5K -189 Closed
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