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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
$4.74B
2
EP
Essential Planning
New Hampshire
$308M
3
LPL Financial
LPL Financial
California
$2B
4
Bank of America
Bank of America
North Carolina
$6.97B
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$443M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$30.7M
2
UBS AM
UBS AM
Illinois
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.61M
4
Jane Street
Jane Street
New York
$3.88M
5
HCM
Hilton Capital Management
New York
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
801
Zions Bancorporation
Utah
$71.8K -$117K -1,272 -62%
WI
802
Wintrust Investments
Illinois
$71K +$4.4K +48 +7%
Bank Julius Baer & Co
803
Bank Julius Baer & Co
Switzerland
$68.8K +$4.75K +47 +7%
CSC
804
Caldwell Sutter Capital
California
$64.8K – – –
TAM
805
Tucker Asset Management
Colorado
$61.4K +$26.2K +286 +74%
AWM
806
AllSquare Wealth Management
New York
$60.1K – – –
CTC
807
Central Trust Company
Missouri
$59.1K +$17.3K +189 +41%
AWM
808
Activest Wealth Management
Florida
$57.6K +$57.6K +628 New
FGC
809
Financial Gravity Companies
Texas
$56.1K -$2.66K -29 -5%
RFG
810
REAP Financial Group
Texas
$53.9K -$3.76K -41 -7%
AT
811
Arlington Trust
Alabama
$52.3K – – –
TPCM
812
Templeton & Phillips Capital Management
Tennessee
$50.7K – – –
LC
813
Lavaca Capital
Texas
$41.6K +$41.6K +454 New
PFM
814
Phillips Financial Management
Indiana
$41.3K -$63.3K -690 -61%
RIL
815
Rothschild Investment LLC
Illinois
$40K +$6.51K +71 +19%
KFI
816
Key Financial Inc
Pennsylvania
$39.6K +$38.7K +422 +4,220%
TC
817
Truvestments Capital
Florida
$36.5K +$36.5K +398 New
TIM
818
Thompson Investment Management
Wisconsin
$36.2K – – –
DSC
819
Duncker Streett & Co
Missouri
$35.8K – – –
TCPW
820
Twin City Private Wealth
North Carolina
$35K -$9.72K -106 -22%
MIA
821
MeadowBrook Investment Advisors
Michigan
$34.8K – – –
EW
822
Element Wealth
Mississippi
$33.3K -$14.7K -161 -31%
GGI
823
Godsey & Gibb Inc
Virginia
$32K – – –
BCMLT
824
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K -$51.3K -560 -62%
RFA
825
Reyes Financial Architecture
California
$29.8K +$29.8K +325 New
31 32
33
34 35