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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 %
FAIM
176
Financial Advocates Investment Management
Washington
$9.52M +$686K +7,474 +8%
CM
177
Cornerstone Management
Georgia
$9.5M +$1.58M +17,183 +20%
BCM
178
Brookstone Capital Management
Illinois
$9.33M -$10.8M -115,313 -54%
UBS AM
179
UBS AM
Illinois
$9.27M +$9.27M +101,000 New
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$9.23M +$1.5M +16,297 +19%
AP
181
Advisors Preferred
Maryland
$9.21M +$9.21M +101,363 New
Betterment LLC
182
Betterment LLC
New York
$9.08M -$2.41M -26,260 -21%
HB
183
HTLF Bank
Colorado
$9.01M +$194K +2,114 +2%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$8.92M -$168K -1,830 -2%
CTI
185
Community Trust & Investment
Kentucky
$8.92M -$541K -5,888 -6%
First Trust Advisors
186
First Trust Advisors
Illinois
$8.83M -$1.91M -20,802 -18%
TF
187
Theory Financial
Colorado
$8.81M +$310K +3,378 +4%
BF
188
Blankinship & Foster
California
$8.76M -$40.3K -439 -0.5%
TWM
189
TSA Wealth Management
Texas
$8.75M +$286K +3,112 +3%
Legal & General Group
190
Legal & General Group
United Kingdom
$8.72M +$8.72M +95,000 New
LA
191
Lifeworks Advisors
Michigan
$8.62M +$513K +5,588 +6%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$8.56M -$1.39M -15,184 -14%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$8.26M +$8.26M +90,000 New
SWA
194
Stratos Wealth Advisors
Ohio
$8.25M +$421K +4,584 +5%
T
195
TNF
Montana
$8.06M +$232K +2,511 +3%
PFG
196
PAX Financial Group
Texas
$8.05M +$612K +6,670 +8%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$7.95M +$359K +3,909 +5%
WCA
198
Westover Capital Advisors
Delaware
$7.94M -$50.3K -548 -0.6%
PCIA
199
Prime Capital Investment Advisors
Kansas
$7.83M -$4.81M -52,352 -38%
AIA
200
Alternative Investment Advisors
Florida
$7.72M +$410K +4,470 +6%
6 7
8
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