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iShares MBS ETF
MBB

Overview Fund Activity

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.53%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$884M
2
Morgan Stanley
Morgan Stanley
New York
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$276M
4
Goldman Sachs
Goldman Sachs
New York
+$135M
5
Jane Street
Jane Street
New York
+$107M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$838M
2
BlackRock
BlackRock
New York
-$371M
3
RBA
Richard Bernstein Advisors
New York
-$265M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$227M
5
Osaic Holdings
Osaic Holdings
Arizona
-$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
376
Financial Counselors Inc
Kansas
$2.09M – – –
CA
377
CSM Advisors
Pennsylvania
$2M -$367K -3,900 -15%
NRA
378
NSI Retail Advisors
Pennsylvania
$2M -$367K -3,900 -15%
RAM
379
Riggs Asset Management
Pennsylvania
$2M -$804K -8,542 -29%
PCM
380
Parsons Capital Management
Rhode Island
$1.93M -$126K -1,341 -6%
TPI
381
Trust Point Inc
Wisconsin
$1.93M +$1.93M +20,507 New
DFG
382
Delphi Financial Group
Delaware
$1.93M +$367K +3,900 +23%
LPAM
383
Lodestar Private Asset Management
California
$1.92M +$1.92M +20,380 New
DE
384
Day & Ennis
Georgia
$1.89M -$229K -2,437 -11%
MBT
385
Montecito Bank & Trust
California
$1.87M +$453K +4,817 +32%
VFPW
386
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.84M +$1.84M +19,554 New
Federated Hermes
387
Federated Hermes
Pennsylvania
$1.83M +$1.49M +15,804 +427%
OWMIAS
388
One Wealth Management Investment & Advisory Services
Florida
$1.83M +$1.83M +19,421 New
BBHC
389
Brown Brothers Harriman & Co
New York
$1.82M +$1.82M +19,387 New
CAS
390
Coppell Advisory Solutions
Texas
$1.81M -$1.05M -11,175 -37%
SFA
391
Sequoia Financial Advisors
Ohio
$1.8M +$118K +1,258 +7%
VPA
392
Vernal Point Advisors
California
$1.79M +$1.79M +19,000 New
GIA
393
GHP Investment Advisors
Colorado
$1.79M +$1.75M +18,566 +4,539%
CFG
394
Carr Financial Group
Massachusetts
$1.74M +$1.88K +20 +0.1%
FHA
395
Flagship Harbor Advisors
Massachusetts
$1.72M -$60.7K -645 -3%
CFD
396
Creative Financial Designs
Indiana
$1.72M -$354K -3,766 -17%
IWM
397
IHT Wealth Management
Illinois
$1.72M -$194K -2,066 -10%
RFP
398
RCS Financial Planning
Maryland
$1.72M +$560K +5,952 +48%
FWP
399
Firethorn Wealth Partners
Georgia
$1.7M -$32.6K -346 -2%
DFC
400
DB Fitzpatrick & Co
Idaho
$1.68M -$92.8K -986 -5%
14 15
16
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