MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.75B
4
Bank of America
4
Bank of America
North Carolina
$7.11B
5
LPL Financial
5
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$183M
5
MWA
5
Midland Wealth Advisors
Illinois
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.11B 74,159,744 +1,367,766 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.32B 34,664,743 +5,521,374 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.63B 27,433,729 +2,396,821 +10%
LPL Financial
4
LPL Financial
California
$1.84B 19,189,697 +1,138,182 +6%
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.75B 18,265,598 +1,404,263 +8%
Ameriprise
6
Ameriprise
Minnesota
$1.34B 13,986,668 +405,531 +3%
Morgan Stanley
7
Morgan Stanley
New York
$761M 7,945,448 +260,437 +3%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$466M 4,867,483 +98,881 +2%
Truist Financial
9
Truist Financial
North Carolina
$372M 3,878,172 +477,053 +14%
Stifel Financial
10
Stifel Financial
Missouri
$340M 3,550,412 +27,441 +0.8%
State of Tennessee, Department of Treasury
11
State of Tennessee, Department of Treasury
Tennessee
$318M 3,320,848 +135,096 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$314M 3,275,512 -34,005 -1%
AF
13
Allworth Financial
California
$294M 3,069,901 +71,046 +2%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$290M 3,024,334 +189,271 +7%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$269M 2,809,438 +23,415 +0.8%
Wells Fargo
16
Wells Fargo
California
$249M 2,596,575 -302 -0%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$229M 2,389,977 +154,109 +7%
RWP
18
RWA Wealth Partners
Massachusetts
$225M 2,347,565 -96,116 -4%
BlackRock
19
BlackRock
New York
$212M 2,217,685 -41,573 -2%
DWM
20
Dynasty Wealth Management
Florida
$187M 2,398,912 +458,836 +24%
SEI Investments
21
SEI Investments
Pennsylvania
$183M 1,909,245 -478,511 -20%
QWP
22
Quotient Wealth Partners
Texas
$178M 1,858,657 +36,128 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$174M 1,818,868 -72,294 -4%
UBS Group
24
UBS Group
Switzerland
$164M 1,714,273 -204,847 -11%
MML Investors Services
25
MML Investors Services
Massachusetts
$159M 1,655,546 +346,993 +27%
1
2 3 4 5