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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 %
RA
426
RFG Advisory
Alabama
$1.66M -$422K -4,606 -20%
FWP
427
Firethorn Wealth Partners
Georgia
$1.65M +$3.48K +38 +0.2%
GWP
428
Gateway Wealth Partners
Wisconsin
$1.62M +$212K +2,317 +15%
BPW
429
Bingham Private Wealth
California
$1.61M +$1.61M +17,547 New
AR
430
Advisory Research
Illinois
$1.61M – – –
SWM
431
Scissortail Wealth Management
Oklahoma
$1.6M +$1.59M +17,356 +18,865%
CA
432
Claro Advisors
Massachusetts
$1.6M -$230K -2,504 -13%
CIA
433
Concurrent Investment Advisors
Florida
$1.59M -$54.3K -592 -3%
PB
434
Prime Buchholz
New Hampshire
$1.59M +$1.59M +17,924 New
OWP
435
ORG Wealth Partners
Texas
$1.58M -$15.5K -169 -1%
HCP
436
Hexagon Capital Partners
Arkansas
$1.57M +$185K +2,015 +13%
TC
437
Trilogy Capital
California
$1.56M -$13.9K -152 -0.9%
RW
438
Regimen Wealth
Georgia
$1.55M +$47.3K +517 +3%
CB
439
Community Bank
New York
$1.54M +$65.8K +718 +4%
DWT
440
Dorsey & Whitney Trust
South Dakota
$1.54M +$119K +1,293 +8%
SWM
441
Spire Wealth Management
Virginia
$1.53M -$32.5K -354 -2%
BA
442
Bristlecone Advisors
Washington
$1.53M +$769K +8,387 +101%
GIA
443
GHP Investment Advisors
Colorado
$1.52M -$269K -2,930 -15%
SF
444
Synovus Financial
Georgia
$1.51M +$80.3K +876 +6%
SWM
445
Silverlake Wealth Management
Vermont
$1.49M +$257K +2,802 +21%
FNB
446
Farmers National Bank
Kentucky
$1.47M +$1.47M +16,078 New
MBT
447
Montecito Bank & Trust
California
$1.45M -$95.5K -1,042 -6%
KC
448
Kepos Capital
New York
$1.44M -$238K -2,600 -14%
NGA
449
Naples Global Advisors
Florida
$1.42M +$694K +7,571 +96%
FHC
450
First Heartland Consultants
Missouri
$1.41M +$205K +2,237 +17%
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