We are live on ! Find out more
MBB icon

iShares MBS ETF

839 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 391 increasing their positions, 277 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $80.3M | Put options by funds: $19.1M

41% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 277

2% less capital invested

Capital invested by funds: $27.3B → $26.7B (-$614M)

3% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 90

2.06% less ownership

Funds ownership: 94.83%92.77% (-2.1%)

2% less funds holding

Funds holding: 857839 (-18)

10% less funds holding in top 10

Funds holding in top 10: 8072 (-8)

Holders
839
Holders Change
-18
Holders Change %
-2.1%
% of All Funds
12.09%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
87
Increased
391
Reduced
277
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
TownSquare Capital
Utah
$5.15M -$4.84M -52,325 -48%
BWP
252
Bernardo Wealth Planning
Pennsylvania
$5.09M +$545K +5,894 +12%
SWC
253
Spectrum Wealth Counsel
Indiana
$5.09M -$56.7K -613 -1%
FPCP
254
Fort Point Capital Partners
California
$5.08M +$382K +4,133 +8%
ACM
255
Anfield Capital Management
California
$5.08M +$5.08M +54,934 New
GL
256
Graypoint LLC
New York
$4.99M +$221K +2,388 +5%
ASN
257
Advisory Services Network
Georgia
$4.95M +$891K +9,633 +22%
SPIA
258
Steward Partners Investment Advisory
New York
$4.85M +$588K +6,353 +14%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$4.85M -$1.17M -12,685 -19%
BWAM
260
Boyd Watterson Asset Management
Ohio
$4.83M -$1.05M -11,365 -18%
TW
261
Trajan Wealth
Arizona
$4.8M +$4.8M +51,928 New
LA
262
Lindenwold Advisors
Pennsylvania
$4.79M +$434K +4,692 +10%
GM
263
GeoWealth Management
Illinois
$4.75M +$3.45M +37,293 +265%
SAM
264
Stansberry Asset Management
Texas
$4.74M -$110K -1,192 -2%
WWA
265
WCG Wealth Advisors
Nevada
$4.73M +$2.12M +22,891 +81%
WA
266
Wealth Alliance
New York
$4.7M +$473K +5,117 +11%
EP
267
Essential Planning
New Hampshire
$4.63M +$15.4K +167 +0.3%
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$4.62M +$4.62M +50,000 New
FAT
269
First American Trust
California
$4.61M +$535K +5,783 +13%
JSW
270
Journey Strategic Wealth
New Jersey
$4.57M +$700K +7,563 +18%
HCM
271
Hudson Capital Management
New Jersey
$4.46M +$672K +7,269 +18%
N
272
Nuveen
North Carolina
$4.42M -$3.52K -38 -0.1%
CCWA
273
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.4M -$130K -1,403 -3%
BFG
274
Buttonwood Financial Group
Missouri
$4.39M +$1.6M +17,285 +57%
CWS
275
Cypress Wealth Services
California
$4.38M +$187K +2,018 +4%

MBB Hedge Fund Activity: Q1 2024 in Review

839 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2024, worth a combined $26.7B — down 2.3% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MBB and 87 opened new positions — a net loss of 3 holders — while 277 trimmed existing stakes and 391 added.

The largest buyer was Jane Street, adding an estimated $658M. The largest seller was Morgan Stanley, cutting an estimated $598M.

  • 839 institutional investors held iShares MBS ETF (MBB) as of Q1 2024, down from 857 in Q4 2023.
  • Funds reported $26.7B of iShares MBS ETF stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 87 funds opened new iShares MBS ETF positions in Q1 2024 and 90 closed out, a net change of -3 holders.
  • The largest iShares MBS ETF buyer in Q1 2024 was Jane Street, an estimated $658M added.
  • The largest iShares MBS ETF seller in Q1 2024 was Morgan Stanley, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2024.