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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 %
CP
826
Castleview Partners
Texas
$28.7K – – –
LOIP
827
Live Oak Investment Partners
Texas
$27.2K -$26.1K – –
EB
828
Eastern Bank
Massachusetts
$25.6K +$5.87K +64 +30%
MA
829
MCF Advisors
Kentucky
$25.4K +$1.83K +20 +8%
DWA
830
Delos Wealth Advisors
Texas
$25K -$244K -2,665 -91%
CWP
831
Concord Wealth Partners
Virginia
$25K – – –
WB
832
Webster Bank
Connecticut
$24.2K – – –
Q1WB
833
Quest 10 Wealth Builders
Virginia
$24K +$24K +262 New
BGC
834
Beutel, Goodman & Co
Ontario, Canada
$24K – – –
BAM
835
Bellevue Asset Management
Washington
$23.2K +$23.2K +253 New
FFO
836
Fortitude Family Office
Arizona
$22.9K – – –
VWM
837
Vermillion Wealth Management
Minnesota
$22.1K +$22.1K +241 New
AIC
838
Archer Investment Corporation
Indiana
$21.6K +$3.4K +37 +19%
PSFG
839
Park Square Financial Group
Georgia
$20.4K +$20.4K +223 New
CMA
840
Cedar Mountain Advisors
Oregon
$19.8K +$19.8K +216 New
TF
841
Tompkins Financial
New York
$19.3K +$19.3K +211 New
BA
842
Bellwether Advisors
Nebraska
$19.1K +$19.1K +208 New
LWANC
843
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.3K – – –
SIC
844
Salem Investment Counselors
North Carolina
$18.2K +$275 +3 +2%
OPTFSNA
845
Old Point Trust & Financial Services N A
Virginia
$18K +$18K +196 New
LFA
846
LGT Financial Advisors
Texas
$17.8K -$23.8K -260 -57%
HCA
847
Heck Capital Advisors
Wisconsin
$16.5K -$707K -7,693 -98%
ME
848
McIlrath & Eck
Washington
$16.4K – – –
HR
849
Howe & Rusling
New York
$16K +$15.3K +167 +2,088%
RIA
850
Realta Investment Advisors
Delaware
$15.5K +$15.5K +169 New
32 33
34
35 36