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iShares MBS ETF
MBB

Overview Fund Activity

907 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, 408 increasing their positions, 273 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+41
Holders Change %
+4.73%
% of All Funds
12.08%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.79%
New
154
Increased
408
Reduced
273
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 %
CJ
901
Caitlin John
Michigan
$1.47K – – –
EAM
902
Eukles Asset Management
Ohio
$1.28K – – –
FGA
903
Fortis Group Advisors
New Jersey
$1.28K – – –
MBFW
904
Morton Brown Family Wealth
Pennsylvania
$1.19K – – –
IHWM
905
Iron Horse Wealth Management
Iowa
$946 – – –
OSAM
906
O'Shaughnessy Asset Management
Connecticut
$917 -$1.28K -14 -58%
HWP
907
Highline Wealth Partners
California
$642 +$642 +7 New
DWM
908
Darwin Wealth Management
Florida
$366 -$8.05K -88 -96%
NS
909
NBC Securities
Alabama
$295 -$274K -2,790 -100%
SAM
910
Synergy Asset Management
Washington
$192 +$192 +2 New
CICI
911
Capital Investment Counsel Inc
North Carolina
$92 +$92 +1 New
HIW
912
Holos Integrated Wealth
Pennsylvania
$18 – – –
UBS AM
913
UBS AM
Illinois
– -$77.1M -804,598 Closed
BOH
914
Bank of Hawaii
Hawaii
– -$51M -532,164 Closed
CAI
915
Capital Advisors Inc
Oklahoma
– -$32.2M -336,190 Closed
OMC
916
Old Mission Capital
Illinois
– -$13.9M -144,775 Closed
NCM
917
Northland Capital Management
Minnesota
– -$13.7M -143,340 Closed
COPPSERS
918
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$8.57M -89,437 Closed
Susquehanna International Group
919
Susquehanna International Group
Pennsylvania
– -$7.38M -76,977 Closed
CCMG
920
Clark Capital Management Group
Pennsylvania
– -$6.88M -71,760 Closed
SSA
921
Schonfeld Strategic Advisors
New York
– -$6.31M -65,823 Closed
FPGK
922
Financial Partners Group (Kansas)
Kansas
– -$5.98M -62,393 Closed
SAM
923
Stansberry Asset Management
Texas
– -$4.71M -49,117 Closed
SW
924
Simplicity Wealth
New Jersey
– -$4.17M -43,484 Closed
MIS
925
Morningstar Investment Services
Illinois
– -$3.82M -39,707 Closed
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