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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 %
SG
676
StoneX Group
New York
$346K -$241K -2,630 -41%
FA
677
Flagstar Advisors
New York
$345K -$62.6K -683 -15%
RFA
678
RTD Financial Advisors
Pennsylvania
$344K +$33.3K +363 +11%
EGA
679
Eagle Global Advisors
Texas
$340K +$33K +360 +11%
WFA
680
WMG Financial Advisors
Tennessee
$338K +$13.9K +152 +4%
MHB
681
Midwest Heritage Bank
Iowa
$338K -$80.9K -882 -19%
DSA
682
Droms Strauss Advisors
Missouri
$335K +$335K +3,651 New
CAM
683
Clark Asset Management
New Hampshire
$330K -$53.4K -582 -14%
PBF
684
Petix & Botte Financial
California
$326K -$18.2K -198 -5%
MIA
685
MMBG Investment Advisors
Florida
$326K – – –
JIP
686
Jaffetilchin Investment Partners
Florida
$325K -$388K -4,237 -54%
CA
687
Continuum Advisory
Idaho
$323K +$17.2K +188 +6%
MAM
688
Madison Asset Management
Wisconsin
$323K – – –
MIA
689
Madison Investment Advisors
Wisconsin
$323K +$323K +3,519 New
CMMS
690
Comprehensive Money Management Services
Florida
$322K +$322K +3,515 New
MMG
691
Monetary Management Group
Missouri
$321K – – –
KAS
692
KPP Advisory Services
Kentucky
$320K +$38.7K +422 +14%
RPGK
693
Retirement Planning Group (Kansas)
Kansas
$318K +$318K +3,463 New
LWM
694
LongView Wealth Management
Georgia
$317K +$42.3K +461 +15%
CAWM
695
Capital A Wealth Management
Pennsylvania
$317K +$317K +3,455 New
FEM
696
Fulcrum Equity Management
Texas
$316K -$22.1K -241 -7%
MCA
697
MSH Capital Advisors
Arizona
$315K +$22.7K +248 +8%
BWM
698
BCS Wealth Management
Tennessee
$314K +$314K +3,421 New
MSWMA
699
Market Street Wealth Management Advisors
Indiana
$313K -$42.3K -461 -12%
WPWM
700
Windward Private Wealth Management
Kansas
$311K -$2.29K -25 -0.7%
26 27
28
29 30