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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 %
CT
776
Colonial Trust
South Carolina
$161K -$2.66K -29 -2%
HI
777
Horizon Investments
North Carolina
$160K -$131K -1,439 -45%
PWMG
778
Prestige Wealth Management Group
New Jersey
$160K – – –
CIA
779
Cape Investment Advisory
Georgia
$159K -$275 -3 -0.2%
Fifth Third Bancorp
780
Fifth Third Bancorp
Ohio
$150K +$110K +1,195 +273%
FW
781
Fairway Wealth
Ohio
$144K +$144K +1,570 New
RWM
782
Rialto Wealth Management
New York
$136K +$136K +1,486 New
S
783
SignatureFD
Georgia
$135K +$3.85K +42 +3%
SS
784
Sunbelt Securities
Texas
$129K -$34.1K -372 -21%
CIAS
785
Capital Investment Advisory Services
North Carolina
$128K +$83.1K +906 +183%
T
786
Tidemark
California
$127K -$17.1K -187 -12%
BF
787
BOK Financial
Oklahoma
$121K -$893K -9,862 -88%
WA
788
WPG Advisers
Maryland
$120K +$120K +1,311 New
CCA
789
Criterion Capital Advisors
Tennessee
$111K – – –
SS
790
SBI Securities
Japan
$110K +$110K +1,202 New
WTFG
791
Wood Tarver Financial Group
Idaho
$106K +$106K +1,165 New
LJHT
792
Laurie J. Hall Trustee
$101K – – –
CAS
793
Coppell Advisory Solutions
Texas
$92.1K +$29K +315 +46%
CFB
794
Cullen/Frost Bankers
Texas
$90.3K +$1.1K +12 +1%
FFA
795
Founders Financial Alliance
North Carolina
$88.6K -$8.07K -88 -8%
CPG
796
Cornerstone Planning Group
New Jersey
$88.4K -$10.9K -118 -11%
CLOS
797
Compagnie Lombard Odier SCmA
Switzerland
$79.8K – – –
CA
798
Crewe Advisors
Utah
$77.6K -$183 -2 -0.2%
SC
799
SouthState Corp
Florida
$75K +$75K +818 New
TSMHT
800
Thurston Springer Miller Herd & Titak
Indiana
$72.8K +$11.5K +125 +19%
30 31
32
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