MBB icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
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
Jane Street
New York
$779M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$231M
3
State Street
State Street
Massachusetts
$109M
4
SOMRS
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
176
Proficio Capital Partners
Massachusetts
$9.33M +$9.33M +100,968 New
BCWM
177
Bartlett & Co Wealth Management
Ohio
$9.15M +$559K +6,044 +6%
OWA
178
One Wealth Advisors
California
$9.02M +$688K +7,439 +8%
CL
179
CIM LLC
New York
$8.99M +$438K +4,737 +5%
FAIM
180
Financial Advocates Investment Management
Washington
$8.9M +$76.6K +829 +0.9%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$8.88M -$7.8M -84,415 -47%
HB
182
HTLF Bank
Colorado
$8.87M +$1.06M +11,510 +14%
BF
183
Blankinship & Foster
California
$8.85M +$22.5K +243 +0.3%
MYAM
184
Meiji Yasuda Asset Management
Japan
$8.74M +$1.03M +11,106 +13%
TF
185
Theory Financial
Colorado
$8.56M +$213K +2,304 +3%
TWM
186
TSA Wealth Management
Texas
$8.52M +$208K +2,254 +3%
BRWA
187
B. Riley Wealth Advisors
Florida
$8.26M +$2.09M +23,563 +34%
EWA
188
EverSource Wealth Advisors
Alabama
$8.19M +$7.17M +80,025 +702%
LA
189
Lifeworks Advisors
Michigan
$8.16M +$2.3M +24,835 +39%
KLI
190
Kelman-Lazarov Inc
Tennessee
$8.11M +$1.91M +20,714 +31%
WCA
191
Westover Capital Advisors
Delaware
$8.04M +$862K +9,324 +12%
CM
192
Cornerstone Management
Georgia
$7.97M +$745K +8,059 +10%
GWM
193
Geneos Wealth Management
Colorado
$7.93M -$2.04M -22,115 -20%
Charles Schwab
194
Charles Schwab
California
$7.92M -$744K -8,048 -9%
SWA
195
Stratos Wealth Advisors
Ohio
$7.88M +$59.4K +643 +0.8%
LIM
196
Leavell Investment Management
Alabama
$7.85M +$2.53M +27,371 +48%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$7.79M +$2.09M +22,576 +37%
MFG
198
Merit Financial Group
Georgia
$7.69M +$139K +1,531 +2%
RCAG
199
Rehmann Capital Advisory Group
Michigan
$7.64M +$641K +6,935 +9%
T
200
TNF
Montana
$7.59M +$1.17K +13 +0%
6 7
8
9 10