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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 %
WWP
726
WR Wealth Planners
Missouri
$266K -$264K -2,883 -50%
SEIA
727
Signature Estate & Investment Advisors
California
$264K +$264K +2,875 New
MSAGDF
728
Moneda SA Administradora General de Fondos
Chile
$263K – – –
AFP
729
Ausdal Financial Partners
Iowa
$262K -$55.4K -604 -17%
BCG
730
Breakwater Capital Group
New Jersey
$262K -$104K -1,133 -28%
RW
731
Ridgeline Wealth
Arizona
$260K +$260K +2,838 New
WA
732
Waverly Advisors
Alabama
$258K +$61K +666 +31%
CGFA
733
Colton Groome Financial Advisors
North Carolina
$258K +$258K +2,810 New
MCC
734
Money Concepts Capital
Florida
$251K +$251K +2,733 New
AWM
735
Avior Wealth Management
Nebraska
$250K -$18.8K -205 -7%
BW
736
BIP Wealth
Georgia
$247K +$247K +2,693 New
SPWG
737
Syntegra Private Wealth Group
Missouri
$247K -$4.68K -51 -2%
BTWM
738
Brass Tax Wealth Management
Ohio
$245K -$13.3K -145 -5%
PVI
739
Pine Valley Investments
New Jersey
$244K -$68.9K -752 -22%
CA
740
Clearstead Advisors
Ohio
$244K +$20.9K +228 +9%
WT
741
Whittier Trust
California
$238K -$35.5K -387 -13%
GSWM
742
Golden State Wealth Management
California
$237K +$237K +2,584 New
EWA
743
Exencial Wealth Advisors
Oklahoma
$236K +$19.6K +214 +9%
WF
744
Wayfinding Financial
Washington
$235K -$2.99M -32,671 -93%
NFG
745
Nations Financial Group
Iowa
$233K -$10.8K -118 -4%
VA
746
Vident Advisory
Georgia
$230K +$5.32K +58 +2%
EBT
747
Enterprise Bank & Trust
Massachusetts
$228K – – –
AAS
748
Ameritas Advisory Services
Nebraska
$228K +$30.2K +329 +15%
FWM
749
FLP Wealth Management
Arkansas
$226K +$226K +2,469 New
IP
750
Ignite Planners
California
$226K +$10.5K +115 +5%
28 29
30
31 32