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iShares MBS ETF
MBB

Overview Fund Activity

909 hedge funds and large institutions have $33.4B invested in iShares MBS ETF in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 409 increasing their positions, 274 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+43
Holders Change %
+4.97%
% of All Funds
12.1%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
154
Increased
409
Reduced
274
Closed
93
Calls
$16.5M
Puts
$2.66M
Net Calls
+$13.8M
Net Calls Change
+$3.81M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.56B
2
EP
Essential Planning
New Hampshire
+$304M
3
LPL Financial
LPL Financial
California
+$245M
4
Bank of America
Bank of America
North Carolina
+$167M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$139M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$88.6M
2
UBS AM
UBS AM
Illinois
-$77.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
4
Jane Street
Jane Street
New York
-$55.4M
5
HCM
Hilton Capital Management
New York
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
226
Regal Investment Advisors
Michigan
$7.77M +$1.09M +11,861 +16%
WCA
227
Westover Capital Advisors
Delaware
$7.74M -$9.84M -107,327 -56%
MYAM
228
Meiji Yasuda Asset Management
Japan
$7.7M -$221K -2,408 -3%
SPIA
229
Steward Partners Investment Advisory
New York
$7.65M +$2.74M +29,936 +56%
ACM
230
Anfield Capital Management
California
$7.62M +$213K +2,328 +3%
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$7.61M -$65.2M -711,115 -90%
PAIA
232
Park Avenue Institutional Advisers
New York
$7.59M -$11.6M -126,125 -60%
VAMG
233
Voisard Asset Management Group
Michigan
$7.53M +$7.2M +78,565 +2,221%
WFI
234
West Family Investments
California
$7.43M +$33.1K +361 +0.4%
VPP
235
Vertex Planning Partners
Illinois
$7.32M +$6.36M +69,387 +661%
AIA
236
Alternative Investment Advisors
Florida
$7.23M -$149K -1,621 -2%
FRA
237
FFG Retirement Advisors
Colorado
$7.2M -$510K -5,560 -7%
PSP
238
Pacific Sage Partners
Washington
$7.15M +$174K +1,899 +2%
JSW
239
Journey Strategic Wealth
New Jersey
$6.95M +$459K +5,007 +7%
LA
240
LVW Advisors
New York
$6.93M +$48.8K +532 +0.7%
MWAM
241
Manhattan West Asset Management
California
$6.92M +$1.23M +13,404 +22%
IA
242
IFG Advisory
Georgia
$6.87M +$1.27M +13,848 +23%
CL
243
Choreo LLC
Illinois
$6.73M +$389K +4,239 +6%
WCM
244
Winthrop Capital Management
Indiana
$6.71M +$6.71M +73,084 New
EH
245
Equitable Holdings
New York
$6.67M +$654K +7,135 +11%
LCC
246
Lincoln Capital Corp
Rhode Island
$6.65M -$4.68K -51 -0.1%
OL
247
Optas LLC
Texas
$6.65M -$107K -1,164 -2%
FA
248
Forefront Analytics
Pennsylvania
$6.63M +$1.17M +12,748 +21%
AWMT
249
AAFMAA Wealth Management & Trust
North Carolina
$6.56M +$425K +4,637 +7%
B
250
Bailard
California
$6.54M +$110K +1,199 +2%
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