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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.

Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.11%
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
1
Jane Street
New York
$779M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$231M
3
State Street
3
State Street
Massachusetts
$109M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
5
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
3
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
5
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Arvest Investments
Arkansas
$21.8M +$561K +6,067 +3%
WCF
102
West Coast Financial
California
$21.8M +$3.44M +37,179 +19%
BSB
103
Bangor Savings Bank
Maine
$21.5M +$4.37M +47,318 +25%
Parnassus Investments
104
Parnassus Investments
California
$21.5M – – –
HGWM
105
Horst & Graben Wealth Management
Oregon
$20.9M +$430K +4,658 +2%
RA
106
Rational Advisors
New York
$20.8M +$10M +108,175 +92%
TIM
107
Tortoise Investment Management
New York
$20.6M -$679K -7,347 -3%
RWM
108
RKL Wealth Management
Pennsylvania
$20M +$604K +6,532 +3%
BCM
109
Brookstone Capital Management
Illinois
$19.9M -$349K -3,773 -2%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$19M -$3.24K -35 -0%
FA
111
FDx Advisors
Illinois
$18.6M -$682K -7,382 -4%
IWC
112
Integrated Wealth Concepts
Massachusetts
$18.6M -$1.61M -17,451 -8%
CAS
113
CTC Alternative Strategies
Illinois
$18.5M +$18.5M +200,000 New
ERIM
114
Eagle Ridge Investment Management
Connecticut
$18.3M +$244K +2,638 +1%
PI
115
Parkside Investments
Illinois
$18.3M +$10.5M +113,270 +133%
CIM
116
Confluence Investment Management
Missouri
$18.3M +$18.3M +197,700 New
AWMS
117
Advocacy Wealth Management Services
Georgia
$18M +$5.05M +54,640 +39%
AI
118
Atria Investments
North Carolina
$17.9M +$43.7K +473 +0.2%
Prudential Financial
119
Prudential Financial
New Jersey
$17.6M -$187K -2,020 -1%
UBS AM
120
UBS AM
Illinois
$17.5M -$20.7M – –
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$17.4M -$12.4M -133,906 -42%
KWM
122
Kingsview Wealth Management
Oregon
$17.3M +$811K +8,771 +5%
KAS
123
Kestra Advisory Services
Texas
$16.9M +$2.53M +27,424 +18%
SI
124
Stephens Inc
Arkansas
$16.6M +$1.75M +18,973 +12%
MWM
125
Modera Wealth Management
New Jersey
$16.5M +$653K +7,064 +4%
3 4
5
6 7