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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 %
CSWM
876
Cassady Schiller Wealth Management
Ohio
$5.59K – – –
1IA
877
1620 Investment Advisors
Massachusetts
$5.5K – – –
DRP
878
Decker Retirement Planning
Utah
$5.5K +$5.5K +60 New
MAS
879
MPWM Advisory Solutions
Georgia
$5.23K +$5.23K +57 New
EWM
880
EPG Wealth Management
Georgia
$5.22K +$92 +1 +2%
BL
881
BFSG LLC
California
$5.04K – – –
PMIM
882
Prudent Man Investment Management
Colorado
$4.58K +$4.58K +50 New
BIG
883
Brooklyn Investment Group
New York
$4.31K +$4.31K +47 New
NFSG
884
Newbridge Financial Services Group
Florida
$4.03K +$4.03K +44 New
BOJHT
885
Bank of Jackson Hole Trust
Wyoming
$3.94K +$3.94K +43 New
SSB
886
Sandy Spring Bank
Maryland
$3.67K -$1.38K -15 -27%
BWL
887
Bogart Wealth LLC
Virginia
$3.3K +$1.19K +13 +57%
RBA
888
Richard Bernstein Advisors
New York
$3.28K – – –
KSWA
889
Kathleen S. Wright Associates
Pennsylvania
$3.12K – – –
SIS
890
Strategic Investment Solutions
Illinois
$2.88K – – –
FRA
891
Front Row Advisors
California
$2.75K – – –
RF
892
Roxbury Financial
New Jersey
$2.53K +$2.53K +26 New
TWM
893
Topsail Wealth Management
North Carolina
$2.2K +$2.2K +24 New
IRC
894
Investors Research Corp
Georgia
$2.11K – – –
NMG
895
New Millennium Group
Utah
$2.11K +$2.11K +23 New
LIS
896
Legacy Investment Solutions
Idaho
$1.94K +$184 +2 +11%
LWMI
897
Legacy Wealth Management (Idaho)
Idaho
$1.94K +$184 +2 +11%
PP
898
Pacifica Partners
Canada
$1.92K – – –
NRWA
899
North Ridge Wealth Advisors
Oregon
$1.83K +$1.83K +20 New
MEG
900
Millstone Evans Group
Colorado
$1.83K +$1.83K +20 New
34 35
36
37 38