We are live on ! Find out more
MBB icon

iShares MBS ETF

839 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 391 increasing their positions, 277 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $80.3M | Put options by funds: $19.1M

41% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 277

2% less capital invested

Capital invested by funds: $27.3B → $26.7B (-$614M)

3% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 90

2.06% less ownership

Funds ownership: 94.83%92.77% (-2.1%)

2% less funds holding

Funds holding: 857839 (-18)

10% less funds holding in top 10

Funds holding in top 10: 8072 (-8)

Holders
839
Holders Change
-18
Holders Change %
-2.1%
% of All Funds
12.09%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
87
Increased
391
Reduced
277
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
PSI Advisors
Florida
$1.76K
CAM
827
Creekmur Asset Management
Illinois
$1.76K +$277 +3 +19%
WPWM
828
Western Pacific Wealth Management
Illinois
$1.76K +$1.76K +19 New
BCMLT
829
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.67K +18 New
CJ
830
Caitlin John
Michigan
$1.48K
NSIM
831
North Star Investment Management
Illinois
$1.48K
VAG
832
VisionPoint Advisory Group
Texas
$1.41K +$1.29K +14 +1,400%
FGA
833
Fortis Group Advisors
New Jersey
$1.29K -$1.29K -14 -50%
EAM
834
Eukles Asset Management
Ohio
$1.29K
PSB
835
Piscataqua Savings Bank
New Hampshire
$1.29K +$1.29K +14 New
JWM
836
Janiczek Wealth Management
Colorado
$1.2K
GFL
837
Granite FO LLC
New Hampshire
$1.15K +$1.11K +12 New
IHWM
838
Iron Horse Wealth Management
Iowa
$953
KFI
839
Key Financial Inc
Pennsylvania
$924
NMM
840
Naples Money Management
Florida
$924
VL
841
Vima LLC
Michigan
$663
GWANC
842
Guardian Wealth Advisors (North Carolina)
North Carolina
$370
CW
843
Connectus Wealth
Ohio
-$51.7M -548,677 Closed
Millennium Management
844
Millennium Management
New York
-$22.9M -243,748 Closed
PC
845
PointState Capital
New York
-$20.1M -213,436 Closed
Natixis Advisors
846
Natixis Advisors
Massachusetts
-$14.8M -157,300 Closed
MFWM
847
Motley Fool Wealth Management
Virginia
-$13M -138,538 Closed
CIM
848
Chiron Investment Management
New York
-$12.4M -131,599 Closed
WF
849
Williams Financial
Vermont
-$6.85M -72,794 Closed
OP
850
ORG Partners
Indiana
-$6.8M -72,267 Closed

MBB Hedge Fund Activity: Q1 2024 in Review

839 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2024, worth a combined $26.7B — down 2.3% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MBB and 87 opened new positions — a net loss of 3 holders — while 277 trimmed existing stakes and 391 added.

The largest buyer was Jane Street, adding an estimated $658M. The largest seller was Morgan Stanley, cutting an estimated $598M.

  • 839 institutional investors held iShares MBS ETF (MBB) as of Q1 2024, down from 857 in Q4 2023.
  • Funds reported $26.7B of iShares MBS ETF stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 87 funds opened new iShares MBS ETF positions in Q1 2024 and 90 closed out, a net change of -3 holders.
  • The largest iShares MBS ETF buyer in Q1 2024 was Jane Street, an estimated $658M added.
  • The largest iShares MBS ETF seller in Q1 2024 was Morgan Stanley, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2024.