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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 %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$15.3M +$997K +10,815 +7%
RAM
127
Resona Asset Management
Japan
$15.2M -$12.3M -134,087 -45%
AAS
128
Avantax Advisory Services
Texas
$15.1M +$3.77M +41,108 +33%
BCV
129
Banque Cantonale Vaudoise
Switzerland
$15M +$923K +10,050 +7%
NC
130
NewSquare Capital
Pennsylvania
$15M +$377K +4,110 +3%
TG
131
TCW Group
California
$14.5M -$12.9K -140 -0.1%
GRP
132
Global Retirement Partners
California
$14.1M +$1.6M +17,437 +13%
AWM
133
AE Wealth Management
Kansas
$14M -$736K -8,016 -5%
APW
134
Austin Private Wealth
Texas
$13.7M +$669K +7,284 +5%
AIA
135
Alera Investment Advisors
Illinois
$13.6M +$13.6M +148,214 New
PWM
136
Perigon Wealth Management
California
$13.5M +$364K +3,970 +3%
GIM
137
Goelzer Investment Management
Indiana
$13.3M -$759K -8,262 -5%
Marshall Wace
138
Marshall Wace
United Kingdom
$13.2M +$9.31M +101,400 +241%
HNB
139
Huntington National Bank
Ohio
$13.2M -$12.2M – –
PAG
140
Private Advisor Group
New Jersey
$13.1M -$835K -9,094 -6%
GC
141
Guggenheim Capital
Illinois
$12.8M -$137K -1,487 -1%
IWA
142
Icon Wealth Advisors
Texas
$12.6M -$554K -5,898 -4%
BCM
143
Boltwood Capital Management
California
$12.6M -$462K -5,033 -4%
TWA
144
Tandem Wealth Advisors
Arizona
$12.5M +$285K +3,104 +2%
SW
145
SteelPeak Wealth
California
$12.5M +$516K +5,622 +4%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$12.4M +$5.8M +63,125 +87%
HH
147
Hilltop Holdings
Texas
$12.2M +$232K +2,525 +2%
LG
148
Leuthold Group
Minnesota
$12.1M -$44.1K -480 -0.4%
Lazard Asset Management
149
Lazard Asset Management
New York
$11.8M -$12.5M – –
I
150
INVST
Indiana
$11.8M +$1.51M +16,604 +15%
4 5
6
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