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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.

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
1
Fisher Asset Management
Washington
$1.55B
2
Charles Schwab
2
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
1
Jane Street
New York
$914K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
3
State Street
Massachusetts
$0
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
101
Horst & Graben Wealth Management
Oregon
$20.4M -$322K -3,509 -2%
KeyBank National Association
102
KeyBank National Association
Ohio
$20.4M -$1.27M -13,872 -6%
TIM
103
Tortoise Investment Management
New York
$20M -$374K -4,070 -2%
RWM
104
RKL Wealth Management
Pennsylvania
$20M +$87.4K +952 +0.4%
MWM
105
Modera Wealth Management
New Jersey
$19.6M +$3.21M +35,014 +20%
AWMS
106
Advocacy Wealth Management Services
Georgia
$19.5M +$1.65M +17,998 +9%
HighTower Advisors
107
HighTower Advisors
Illinois
$19.3M +$6.96M +75,974 +57%
PI
108
Parkside Investments
Illinois
$19.1M +$894K +9,735 +5%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$18.9M +$26.8K +292 +0.1%
Prudential Financial
110
Prudential Financial
New Jersey
$18.9M +$1.35M +14,747 +8%
ERIM
111
Eagle Ridge Investment Management
Connecticut
$18.8M +$581K +6,324 +3%
NCM
112
Northland Capital Management
Minnesota
$18.7M +$18.5M +201,511 +8,830%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$18.4M +$18.4M +200,000 New
KWM
114
Kingsview Wealth Management
Oregon
$18.3M +$1.1M +11,972 +6%
FA
115
FDx Advisors
Illinois
$18.1M -$359K -3,911 -2%
CIM
116
Confluence Investment Management
Missouri
$18M -$142K -1,547 -0.8%
Creative Planning
117
Creative Planning
Kansas
$17.8M -$6.11M -66,568 -26%
MWP
118
Meridian Wealth Partners
Pennsylvania
$17.6M +$1.24M +13,510 +8%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$17.3M – – –
AI
120
Atria Investments
North Carolina
$17.2M -$590K -6,430 -3%
SI
121
Stephens Inc
Arkansas
$16.5M +$34.2K +372 +0.2%
SHJ
122
Sharkey, Howes & Javer
Colorado
$16.2M +$808K +8,800 +5%
KAS
123
Kestra Advisory Services
Texas
$16M +$621K +7,353 +4%
HFA
124
High Falls Advisors
New York
$15.8M +$333K +3,622 +2%
Mariner
125
Mariner
Kansas
$15.5M -$181K -1,972 -1%
3 4
5
6 7