MBB icon

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 %
Citigroup
601
Citigroup
New York
$513K -$1.59M -17,327 -76%
ECM
602
Evergreen Capital Management
Washington
$511K -$283K -3,085 -36%
ARC
603
Advisor Resource Council
Texas
$508K -$114K -1,239 -18%
1WM
604
1900 Wealth Management
Texas
$508K -$56.7K -618 -10%
T
605
Transce3nd
Texas
$508K +$508K +5,536 New
O3W
606
Omni 360 Wealth
New Jersey
$505K +$38.5K +420 +8%
FWP
607
FAS Wealth Partners
Kansas
$503K +$89.2K +973 +22%
WCM
608
WealthTrak Capital Management
Virginia
$500K +$500K +5,454 New
NA
609
Novus Advisors
South Carolina
$498K +$498K +5,434 New
VWWMG
610
Vermillion & White Wealth Management Group
Pennsylvania
$497K -$21.8K -238 -4%
WFC
611
Western Financial Corp
California
$494K -$138K -1,502 -22%
LCGC
612
Legacy Capital Group California
California
$493K -$12.2K -133 -2%
MOS
613
MGO One Seven
Ohio
$492K -$103K -1,121 -17%
HFO
614
Heritage Family Offices
Arizona
$488K +$84.5K +922 +21%
FEG
615
Financial Enhancement Group
Indiana
$486K -$5.59M -61,901 -92%
TPCW
616
TD Private Client Wealth
New York
$486K +$21.8K +238 +5%
FNBT
617
FineMark National Bank & Trust
Florida
$485K -$82.5K -900 -15%
SP
618
Successful Portfolios
Florida
$483K +$6.33K +69 +1%
WEG
619
World Equity Group
Illinois
$482K +$126K +1,377 +35%
AFW
620
Avantra Family Wealth
Pennsylvania
$476K +$476K +5,196 New
MA
621
MKT Advisors
California
$476K -$212K -2,311 -31%
CBT
622
Central Bank & Trust
Kentucky
$474K +$474K +5,166 New
SF
623
Symphony Financial
Texas
$467K +$467K +5,084 New
WIA
624
Wealthedge Investment Advisors
New York
$463K +$463K +5,054 New
FPW
625
Fairvoy Private Wealth
Alabama
$462K +$462K +5,043 New
23 24
25
26 27