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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
BAM
301
Belpointe Asset Management
Nevada
$3.58M +$3.31M +35,751 +1,210%
BFG
302
Beacon Financial Group
Texas
$3.57M +$1.02M +11,081 +40%
DAS
303
Diversify Advisory Services
Utah
$3.56M +$3.6M +38,883 New
S
304
Sachetta
Massachusetts
$3.56M
KV
305
Kickstand Ventures
New York
$3.55M +$753K +8,139 +27%
CAM
306
Cresset Asset Management
Illinois
$3.54M -$16.6M -179,501 -82%
WP
307
WealthShield Partners
North Carolina
$3.52M +$184K +1,991 +6%
RCS
308
Retirement Capital Strategies
California
$3.5M -$9.65M -104,305 -73%
QFA
309
Quattro Financial Advisors
Texas
$3.48M +$3.48M +37,589 +39,988%
MA
310
Mutual Advisors
Nebraska
$3.46M +$218K +2,358 +7%
FFN
311
Focus Financial Network
Minnesota
$3.45M -$584K -6,318 -14%
HPFG
312
Hart & Patterson Financial Group
Massachusetts
$3.42M +$33.5K +362 +1%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$3.42M -$767K -8,288 -18%
IWS
314
Insight Wealth Strategies
California
$3.41M +$182K +1,963 +6%
AR
315
Apeiron RIA
Texas
$3.4M +$130K +1,402 +4%
PG
316
Proffitt & Goodson
Tennessee
$3.4M +$89.3K +965 +3%
WWG
317
West Wealth Group
California
$3.35M -$1.4M -15,160 -30%
SL
318
SWMG LLC
Texas
$3.32M -$1.25M -13,520 -27%
IAN
319
Integrated Advisors Network
Texas
$3.3M -$18.6K -201 -0.6%
SFA
320
Semmax Financial Advisors
North Carolina
$3.29M +$439K +4,742 +15%
SSWM
321
Sheets Smith Wealth Management
North Carolina
$3.21M -$166K -1,795 -5%
MLA
322
My Legacy Advisors
Oregon
$3.16M +$436K +4,709 +16%
EFG
323
Ehrlich Financial Group
California
$3.06M +$2.53M +27,380 +478%
AWM
324
Apollon Wealth Management
South Carolina
$3.03M -$364K -3,935 -11%
SA
325
Sunesis Advisors
Kansas
$3.01M +$448K +4,839 +17%

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.