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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 %
MSFS
751
Main Street Financial Solutions
Pennsylvania
$226K +$226K +2,460 New
YIM
752
Yoffe Investment Management
Pennsylvania
$225K +$225K +2,458 New
DI
753
Disciplined Investors
Texas
$225K +$225K +2,492 New
WHG
754
Westwood Holdings Group
Texas
$225K -$230K -2,510 -51%
RCM
755
Raleigh Capital Management
North Carolina
$224K -$49.2K -537 -18%
SAI
756
Savvy Advisors Inc
New York
$222K -$45.3K -494 -17%
OCM
757
Orleans Capital Management
Louisiana
$220K +$220K +2,393 New
AI
758
Auour Investments
Massachusetts
$216K +$216K +2,342 New
RP
759
Rice Partnership
Hawaii
$214K – – –
KPWM
760
KDK Private Wealth Management
Texas
$211K +$211K +2,303 New
IP
761
Intellectus Partners
California
$211K +$1.65K +18 +0.8%
LSPW
762
Lake Street Private Wealth
Illinois
$207K -$4.49K -49 -2%
MCA
763
Magnolia Capital Advisors
Mississippi
$204K +$204K +2,221 New
KFG
764
Kelly Financial Group
Connecticut
$203K +$203K +2,219 New
CWM
765
Collaborative Wealth Management
Florida
$202K -$14.1K -154 -7%
PFWA
766
Paces Ferry Wealth Advisors
Georgia
$201K +$201K +2,189 New
SIS
767
Sound Income Strategies
Florida
$189K -$11.3K -123 -6%
PA
768
PSI Advisors
Florida
$189K +$114K +1,244 +153%
RFS
769
Richardson Financial Services
Massachusetts
$188K -$41.3K -450 -18%
IBOK
770
Independence Bank of Kentucky
Kentucky
$182K +$127K +1,387 +234%
NG
771
Novem Group
New York
$181K +$181K +1,979 New
EC
772
Elequin Capital
New York
$179K +$179K +1,954 New
Deutsche Bank
773
Deutsche Bank
Germany
$175K – – –
WSFS
774
Wilmington Savings Fund Society
Delaware
$172K +$58.1K +634 +51%
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$163K +$2.11K +23 +1%
29 30
31
32 33