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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$7.71M -$829K -9,029 -10%
PS
202
Principal Securities
Iowa
$7.7M +$826K +9,000 +12%
MG
203
Mather Group
Illinois
$7.68M +$547K +5,922 +8%
SL
204
Sentinus LLC
Illinois
$7.58M +$72.5K +790 +1%
GWM
205
Geneos Wealth Management
Colorado
$7.55M -$329K -3,587 -4%
VFA
206
Voya Financial Advisors
Connecticut
$7.45M +$339K +3,674 +5%
WFI
207
West Family Investments
California
$7.44M – – –
MCWS
208
McKinley Carter Wealth Services
West Virginia
$7.44M +$115K +1,248 +2%
VAS
209
Vestmark Advisory Solutions
Massachusetts
$7.4M -$1.42M -15,472 -16%
MYAM
210
Meiji Yasuda Asset Management
Japan
$7.29M -$1.39M -15,108 -16%
SSA
211
Schonfeld Strategic Advisors
New York
$7.26M +$6.52M +71,000 +878%
FRA
212
FFG Retirement Advisors
Colorado
$7.15M +$333K +3,624 +5%
PSP
213
Pacific Sage Partners
Washington
$7.03M +$349K +3,799 +5%
AG
214
Ascent Group
Virginia
$7.03M +$1.51M +16,488 +27%
MAM
215
Madison Asset Management
Wisconsin
$7M +$313K +3,413 +5%
MERSOM
216
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M -$91M -991,441 -93%
EWM
217
Edge Wealth Management
New York
$6.77M -$168K -1,835 -2%
PWMG
218
Pinnacle Wealth Management Group
Michigan
$6.73M +$996K +10,850 +17%
OL
219
Optas LLC
Texas
$6.72M +$197K +2,149 +3%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$6.69M -$34M -370,500 -84%
SXL
221
Summit X LLC
Missouri
$6.64M +$165K +1,799 +3%
LA
222
LVW Advisors
New York
$6.62M +$179K +1,945 +3%
LCC
223
Lincoln Capital Corp
Rhode Island
$6.6M -$5.01M -54,524 -43%
PA
224
Parkside Advisors
California
$6.5M -$13.6K -148 -0.2%
CL
225
Choreo LLC
Illinois
$6.47M +$2.17M +23,866 +50%
7 8
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