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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 %
LA
276
Lindenwold Advisors
Pennsylvania
$5.24M +$213K +2,327 +4%
Prudential Financial
277
Prudential Financial
New Jersey
$5.21M -$19.3M -210,343 -79%
LWM
278
Liberty Wealth Management
California
$5.18M +$35K +384 +0.7%
TVM
279
True Vision MN
Minnesota
$5.11M +$297K +3,243 +6%
PFA
280
Pettinga Financial Advisors
Indiana
$5.11M +$731K +7,971 +17%
FAT
281
First American Trust
California
$5.09M +$469K +5,114 +10%
NCM
282
Northwest Capital Management
Oregon
$5.06M -$166K -1,815 -3%
CAL
283
Capital Analysts LLC
Pennsylvania
$5.03M +$408K +4,455 +9%
CC
284
Courier Capital
New York
$5.01M +$4.45M +48,488 +783%
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$4.89M +$4.89M +53,339 New
BFG
286
Buttonwood Financial Group
Missouri
$4.89M +$293K +3,198 +6%
BWAM
287
Boyd Watterson Asset Management
Ohio
$4.87M -$230K -2,509 -5%
OAM
288
Oppenheimer Asset Management
New York
$4.78M +$354K +3,864 +8%
DL
289
DOHJ LLC
Washington
$4.73M -$141K -1,542 -3%
TW
290
Trajan Wealth
Arizona
$4.72M +$380K +4,146 +9%
CWS
291
Cypress Wealth Services
California
$4.68M +$414K +4,514 +10%
P
292
&Partners
Tennessee
$4.68M +$784K +8,567 +20%
BAM
293
Belpointe Asset Management
Nevada
$4.63M -$17.7K -186 -0.4%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$4.6M +$314K +3,426 +7%
RA
295
Rational Advisors
New York
$4.59M -$106K -1,161 -2%
Pathstone Holdings
296
Pathstone Holdings
New Jersey
$4.55M -$14.3M -156,001 -76%
CM
297
Columbus Macro
Pennsylvania
$4.53M +$280K +3,050 +7%
Cerity Partners
298
Cerity Partners
New York
$4.34M +$755K +8,230 +21%
HB
299
HTLF Bank
Colorado
$4.25M +$923K +10,069 +28%
GL
300
Graypoint LLC
New York
$4.24M +$57.8K +630 +1%
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