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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 %
PCM
701
Parsons Capital Management
Rhode Island
$303K -$502K -5,472 -62%
CSB
702
City State Bank
Iowa
$303K – – –
Principal Financial Group
703
Principal Financial Group
Iowa
$302K +$24.9K +272 +9%
LPT
704
Legacy Private Trust
Wisconsin
$301K – – –
AIA
705
Angeles Investment Advisors
California
$293K -$258K -2,810 -47%
PG
706
Patten Group
Tennessee
$292K -$91.2K -995 -24%
GFPC
707
Global Financial Private Client
Florida
$291K +$4.22K +46 +1%
OPWM
708
Oregon Pacific Wealth Management
Oregon
$290K +$290K +3,164 New
EL
709
EQ LLC
Washington
$288K +$1.65K +18 +0.6%
NRC
710
New Republic Capital
North Carolina
$287K +$38.8K +423 +16%
VA
711
Valmark Advisers
Ohio
$287K -$13.8K -151 -5%
BFG
712
Berger Financial Group
Minnesota
$286K -$3.48K -38 -1%
ATC
713
Argent Trust Co
Tennessee
$285K -$3.76K -41 -1%
FMI
714
F/M Investments
District of Columbia
$283K +$283K +3,082 New
BCM
715
Beaumont Capital Management
Massachusetts
$282K +$63.4K +692 +29%
IFS
716
Ifrah Financial Services
Arkansas
$281K -$35.8K -390 -11%
FCAM
717
First Citizens Asset Management
North Carolina
$278K -$21.7K -237 -7%
CTA
718
Chesley Taft & Associates
Illinois
$277K +$41.3K +450 +18%
CWM
719
C2C Wealth Management
Arizona
$276K – – –
BJL
720
Brighton Jones LLC
Washington
$273K +$273K +2,981 New
HAS
721
HBW Advisory Services
California
$273K +$55.6K +606 +26%
CAM
722
Cidel Asset Management
Ontario, Canada
$272K -$284K – –
TWA
723
Talisman Wealth Advisors
New Jersey
$271K +$271K +2,952 New
CWM
724
Cornerstone Wealth Management
Missouri
$270K -$2.2K -24 -0.8%
VPF
725
Vantage Point Financial
Illinois
$269K +$269K +2,934 New
27 28
29
30 31