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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 %
KLI
151
Kelman-Lazarov Inc
Tennessee
$11.8M +$3.7M +40,277 +46%
SIA
152
Spectrum Investment Advisors
Wisconsin
$11.5M +$4.64M +50,509 +67%
SHIM
153
Stone House Investment Management
Pennsylvania
$11.5M +$991K +10,799 +9%
FFA
154
Farther Finance Advisors
California
$11.4M +$1.35M +14,874 +13%
VT
155
Vise Technologies
New York
$11.3M +$1.6M +17,405 +16%
TF
156
Trek Financial
Arizona
$11.1M -$675K -7,350 -6%
EWA
157
EverSource Wealth Advisors
Alabama
$11.1M +$2.47M +26,337 +29%
BBWP
158
Beacon Bridge Wealth Partners
Pennsylvania
$10.8M -$134K -1,459 -1%
CCA
159
Checchi Capital Advisers
California
$10.7M +$1.26M +13,734 +13%
SMI
160
Shelter Mutual Insurance
Missouri
$10.7M – – –
LIM
161
Leavell Investment Management
Alabama
$10.4M +$2.61M +28,432 +33%
LJAC
162
L.J. Altfest & Co
New York
$10.2M +$207K +2,259 +2%
Comerica Bank
163
Comerica Bank
Texas
$10.2M +$4.5M +48,967 +79%
BCI
164
Brinker Capital Investments
Pennsylvania
$10.2M +$443K +4,829 +5%
OPS
165
Orion Portfolio Solutions
Nebraska
$10.2M +$443K +4,829 +5%
KFS
166
Kelly Financial Services
Massachusetts
$10.1M +$654K +7,121 +7%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$263K +2,865 +3%
Federated Hermes
168
Federated Hermes
Pennsylvania
$9.85M +$3.76M +40,950 +62%
SFS
169
Security Financial Services
Indiana
$9.83M +$189K +2,054 +2%
CWM
170
Cabot Wealth Management
Massachusetts
$9.81M +$396K +4,310 +4%
WIA
171
World Investment Advisors
California
$9.77M +$9.51M +103,622 +3,729%
RA
172
Rational Advisors
New York
$9.76M -$10.9M -119,220 -53%
CL
173
CIM LLC
New York
$9.54M +$224K +2,339 +2%
CI Investments Inc
174
CI Investments Inc
Ontario, Canada
$9.54M – – –
WCWM
175
Wooster Corthell Wealth Management
Connecticut
$9.53M +$149K +1,622 +2%
5 6
7
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