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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 %
AWM
901
Able Wealth Management
New Jersey
– -$42.6K -453 Closed
MFT
902
Moisand Fitzgerald Tamayo
Florida
– -$33.7K -358 Closed
SVCP
903
Silicon Valley Capital Partners
California
– -$33.7K -358 Closed
KA
904
Kozak & Associates
Colorado
– -$31.1K -334 Closed
LFASL
905
Lugano Financial Advisors SA (LFA)
Switzerland
– -$27.9K -297 Closed
RFA
906
Register Financial Advisors
Georgia
– -$25.1K -267 Closed
AT
907
Arlington Trust
Alabama
– -$23.4K -249 Closed
TVAMP
908
Tennessee Valley Asset Management Partners
Tennessee
– -$18.6K -198 Closed
CTA
909
Colonial Trust Advisors
South Carolina
– -$17.8K -189 Closed
FA
910
Faithward Advisors
Pennsylvania
– -$16.1K -174 Closed
FBC
911
Fairfield, Bush & Co
Connecticut
– -$14.1K -150 Closed
TH
912
TCTC Holdings
Texas
– -$13.6K -145 Closed
PFBT
913
Parkside Financial Bank & Trust
Missouri
– -$9.79K -104 Closed
AC
914
AlphaCore Capital
California
– -$9.69K -103 Closed
CW
915
Cooksen Wealth
Texas
– -$9.22K -98 Closed
AEPWM
916
Atlantic Edge Private Wealth Management
Florida
– -$8.56K -91 Closed
OFG
917
Oxford Financial Group
Indiana
– -$8K -85 Closed
AWM
918
Atticus Wealth Management
Florida
– -$7.57K -80 Closed
CCM
919
Chilton Capital Management
Texas
– -$7.06K -75 Closed
LF
920
Lee Financial
Texas
– -$6.02K -64 Closed
NEAM
921
New England Asset Management
Connecticut
– -$4.7K -50 Closed
HDIM
922
Hanson & Doremus Investment Management
Vermont
– -$5K -49 Closed
CG
923
Cutler Group
California
– -$3K -33 Closed
TF
924
Tompkins Financial
New York
– -$2.54K -27 Closed
LFA
925
Livelsberger Financial Advisory
Ohio
– -$847 -9 Closed
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