MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.75B
4
Bank of America
4
Bank of America
North Carolina
$7.11B
5
LPL Financial
5
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$183M
5
MWA
5
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
101
Resona Asset Management
Japan
$26.7M +$10.8M +112,968 +68%
AA
102
Acorns Advisers
California
$25.9M +$816K +8,516 +3%
IWS
103
Insight Wealth Strategies
California
$25.8M +$22M +229,171 +565%
Prudential Financial
104
Prudential Financial
New Jersey
$25.6M +$5.9M +61,586 +30%
CFGS
105
Concourse Financial Group Securities
Alabama
$25.4M +$3.88M +40,458 +18%
CCA
106
Clearwater Capital Advisors
Illinois
$25.2M +$797K +8,315 +3%
KIM
107
Kestra Investment Management
Texas
$23.9M +$17.4M +181,210 +266%
AI
108
Arvest Investments
Arkansas
$23.2M +$76.9K +803 +0.3%
GGS
109
Galvin Gaustad & Stein
Arizona
$22.7M +$444K +4,635 +2%
Parnassus Investments
110
Parnassus Investments
California
$22.3M – – –
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$21.9M -$432K -4,505 -2%
HighTower Advisors
112
HighTower Advisors
Illinois
$21.8M +$1.62M +16,948 +8%
HGWM
113
Horst & Graben Wealth Management
Oregon
$21.7M +$393K +4,102 +2%
AWMS
114
Advocacy Wealth Management Services
Georgia
$21.7M +$1.3M +13,620 +6%
MWM
115
Modera Wealth Management
New Jersey
$21.7M +$1.2M +12,544 +6%
MWP
116
Meridian Wealth Partners
Pennsylvania
$21.4M +$3.09M +32,224 +17%
ERIM
117
Eagle Ridge Investment Management
Connecticut
$20.9M +$1.28M +13,366 +7%
NCM
118
Northside Capital Management
Oregon
$20.6M +$20.6M +215,409 New
KeyBank National Association
119
KeyBank National Association
Ohio
$20.5M -$856K -8,933 -4%
RWM
120
RKL Wealth Management
Pennsylvania
$20.3M -$558K -5,825 -3%
PAIA
121
Park Avenue Institutional Advisers
New York
$20M -$5.37M -56,085 -21%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$19.7M -$75.3K -786 -0.4%
Federated Hermes
123
Federated Hermes
Pennsylvania
$19.6M +$9.35M +97,620 +91%
IWC
124
Integrated Wealth Concepts
Massachusetts
$19.5M -$3.25M -33,880 -14%
BCV
125
Banque Cantonale Vaudoise
Switzerland
$19.1M +$3.49M +36,400 +22%
3 4
5
6 7