iShares MBS ETF
873 hedge funds and large institutions have $31B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 406 increasing their positions, 266 reducing their positions, and 63 closing their positions.
221% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $4.52M
79% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 63
53% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 266
10% more capital invested
Capital invested by funds: $28.2B → $31B (+$2.8B)
5% more funds holding
Funds holding: 833 → 873 (+40)
0.49% more ownership
Funds ownership: 89.77% → 90.26% (+0.49%)
2% less funds holding in top 10
Funds holding in top 10: 64 → 63 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$522M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$227M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$133M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$129M |
| 5 |
LPL Financial
San Diego,
California
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$510M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.4M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$45.2M |
| 4 |
MWA
Midland Wealth Advisors
Effingham,
Illinois
|
-$41.6M |
| 5 |
PC
PointState Capital
New York
|
-$25.2M |
MBB Hedge Fund Activity: Q3 2024 in Review
873 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q3 2024, worth a combined $31B — up 9.9% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new MBB positions and 63 closed out — a net gain of 50 holders — while 406 added to existing stakes and 266 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $522M. The largest seller was Charles Schwab, exiting entirely with an estimated $510M sold.
- 873 institutional investors held iShares MBS ETF (MBB) as of Q3 2024, up from 833 in Q2 2024.
- Funds reported $31B of iShares MBS ETF stock for Q3 2024, up 9.9% quarter-over-quarter.
- 113 funds opened new iShares MBS ETF positions in Q3 2024 and 63 closed out, a net change of +50 holders.
- The largest iShares MBS ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $522M added.
- The largest iShares MBS ETF seller in Q3 2024 was Charles Schwab, an estimated $510M sold.
Based on aggregated 13F filings for Q3 2024.