MBB icon

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 %
SPI
476
Sutton Place Investors
New York
$976K +$9.13K +97 +0.9%
MC
477
Moors & Cabot
Massachusetts
$964K +$116K +1,234 +14%
CCFM
478
Clear Creek Financial Management
Washington
$952K +$626K +6,650 +192%
AA
479
Ancora Advisors
Ohio
$951K -$1.32M -14,068 -58%
SPAS
480
Spectrum Planning & Advisory Services
California
$945K +$50.8K +540 +6%
FA
481
FC Advisory
Pennsylvania
$938K -$221K -2,346 -19%
MWS
482
Maxwell Wealth Strategies
California
$915K +$915K +9,725 New
GIA
483
Gladstone Institutional Advisory
Florida
$913K +$305K +3,247 +50%
FEG
484
Financial Enhancement Group
Indiana
$897K -$5.44M -58,605 -86%
CAL
485
Capital Analysts LLC
Pennsylvania
$894K +$92.8K +987 +12%
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$893K -$27.4K -291 -3%
PCA
487
Pallas Capital Advisors
Massachusetts
$872K -$1.39M -14,758 -61%
AIM
488
Acropolis Investment Management
Missouri
$869K -$28.5K -303 -3%
PFG
489
Pacific Financial Group
Washington
$857K +$19.9K +211 +2%
BBA
490
Braun-Bostich & Associates
Pennsylvania
$849K +$849K +9,027 New
UB
491
UMB Bank
Missouri
$836K +$63K +670 +8%
LIA
492
LifePlan Investment Advisors
North Carolina
$834K +$84.4K +897 +11%
RJT
493
Raymond James Trust
Florida
$830K +$146K +1,548 +21%
CFA
494
Cahill Financial Advisors
Minnesota
$827K -$18.5K -197 -2%
LA
495
LexAurum Advisors
Kansas
$823K -$30.5K -324 -4%
SFM
496
Signet Financial Management
New Jersey
$821K +$191K +2,035 +30%
MSAGDF
497
Moneda SA Administradora General de Fondos
Chile
$821K +$194K +2,060 +31%
HIM
498
Hanlon Investment Management
New Jersey
$819K -$409K -4,350 -33%
CFG
499
Cooper Financial Group
California
$819K -$634K -6,740 -44%
FHC
500
First Heartland Consultants
Missouri
$817K +$17.7K +188 +2%
18 19
20
21 22