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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 %
TPA
501
Trivium Point Advisory
Connecticut
$1.04M +$298K +3,247 +40%
CCFM
502
Clear Creek Financial Management
Washington
$1.04M +$47.9K +522 +5%
TWCA
503
Two West Capital Advisors
Kansas
$1.03M +$173K +1,889 +20%
DE
504
Diversified Enterprises
Delaware
$1.02M +$53.4K +583 +6%
LRWM
505
Lord & Richards Wealth Management
Colorado
$1.01M +$1.01M +11,060 New
RFG
506
Range Financial Group
Oregon
$1.01M +$1.01M +10,981 New
FT
507
Fiduciary Trust
Massachusetts
$995K +$13.8K +150 +1%
CAAS
508
Capital Asset Advisory Services
Michigan
$990K -$722K -7,892 -42%
HSBC Holdings
509
HSBC Holdings
United Kingdom
$985K -$1.38K -15 -0.1%
SWG
510
Summit Wealth Group
Vermont
$980K +$229K +2,500 +31%
PB
511
Pinnacle Bancorp
Nebraska
$969K +$151K +1,648 +18%
MG
512
Mather Group
Illinois
$952K -$84.8K -925 -8%
CB
513
Commerce Bank
Missouri
$935K +$553K +6,032 +145%
AIM
514
Acropolis Investment Management
Missouri
$927K +$76.9K +839 +9%
SFG
515
Sovereign Financial Group
Connecticut
$927K +$174K +1,894 +23%
DPI
516
Diversified Portfolios Inc
Michigan
$918K +$918K +10,012 New
Point72 Asset Management
517
Point72 Asset Management
Connecticut
$917K – – –
MCC
518
Maiden Cove Capital
Maine
$916K -$90.6K -988 -9%
CP
519
Clarendon Private
Massachusetts
$913K +$913K +9,962 New
TPWA
520
TRUE Private Wealth Advisors
Oregon
$908K -$875K -9,545 -49%
OFS
521
OneAscent Financial Services
Alabama
$898K +$898K +9,796 New
CWP
522
Cyndeo Wealth Partners
Florida
$895K +$66.5K +725 +8%
EFG
523
Elios Financial Group
Ohio
$877K -$7.79K -85 -0.9%
AAP
524
Arax Advisory Partners
Colorado
$876K -$78.8K -859 -8%
FA
525
FC Advisory
Pennsylvania
$871K +$3.21K +35 +0.4%
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