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iShares MBS ETF
MBB

922 hedge funds and large institutions have $33.4B invested in iShares MBS ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 414 increasing their positions, 274 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.66M

72% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 93

51% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 274

8% more capital invested

Capital invested by funds: $31B → $33.4B (+$2.43B)

6% more funds holding

Funds holding: 873 → 922 (+49)

1.56% more ownership

Funds ownership: 90.26% → 91.82% (+1.6%)

3% less funds holding in top 10

Funds holding in top 10: 63 → 61 (-2)

Holders
922
Holders Change
+49
Holders Change %
+5.61%
% of All Funds
12.14%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
0.8%
New
160
Increased
414
Reduced
274
Closed
93
Calls
$16.5M
Puts
$2.66M
Net Calls
+$13.8M
Net Calls Change
+$3.81M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.59B
2
EP
Essential Planning
New Hampshire
+$304M
3
LPL Financial
LPL Financial
California
+$248M
4
Bank of America
Bank of America
North Carolina
+$170M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$141M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$90M
2
UBS AM
UBS AM
Illinois
-$77.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$66.2M
4
Jane Street
Jane Street
New York
-$56.3M
5
HCM
Hilton Capital Management
New York
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Chesapeake Asset Management
New York
$3.12K – – –
KSWA
902
Kathleen S. Wright Associates
Pennsylvania
$3.12K – – –
SIS
903
Strategic Investment Solutions
Illinois
$2.88K – – –
FRA
904
Front Row Advisors
California
$2.75K – – –
RF
905
Roxbury Financial
New Jersey
$2.53K +$2.42K +26 New
TWM
906
Topsail Wealth Management
North Carolina
$2.2K +$2.23K +24 New
IRC
907
Investors Research Corp
Georgia
$2.11K – – –
NMG
908
New Millennium Group
Utah
$2.11K +$2.14K +23 New
LIS
909
Legacy Investment Solutions
Idaho
$1.94K +$186 +2 +11%
LWMI
910
Legacy Wealth Management (Idaho)
Idaho
$1.94K +$186 +2 +11%
PP
911
Pacifica Partners
Canada
$1.92K – – –
MEG
912
Millstone Evans Group
Colorado
$1.83K +$1.86K +20 New
NRWA
913
North Ridge Wealth Advisors
Oregon
$1.83K +$1.86K +20 New
CT
914
Coastline Trust
Rhode Island
$1.74K +$1.77K +19 New
FFA
915
Frazier Financial Advisors
Ohio
$1.47K +$1.49K +16 New
CJ
916
Caitlin John
Michigan
$1.47K – – –
EAM
917
Eukles Asset Management
Ohio
$1.28K – – –
FGA
918
Fortis Group Advisors
New Jersey
$1.28K – – –
MBFW
919
Morton Brown Family Wealth
Pennsylvania
$1.19K – – –
IHWM
920
Iron Horse Wealth Management
Iowa
$946 – – –
OSAM
921
O'Shaughnessy Asset Management
Connecticut
$917 -$1.3K -14 -58%
HWP
922
Highline Wealth Partners
California
$642 +$652 +7 New
DWM
923
Darwin Wealth Management
Florida
$366 -$8.19K -88 -96%
NS
924
NBC Securities
Alabama
$295 -$260K -2,790 -100%
SAM
925
Synergy Asset Management
Washington
$192 +$186 +2 New
35 36
37
38 39

MBB Hedge Fund Activity: Q4 2024 in Review

922 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2024, worth a combined $33.4B — up 7.9% from $31B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new MBB positions and 93 closed out — a net gain of 67 holders — while 414 added to existing stakes and 274 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.59B. The largest seller was Goldman Sachs, cutting an estimated $90M.

  • 922 institutional investors held iShares MBS ETF (MBB) as of Q4 2024, up from 873 in Q3 2024.
  • Funds reported $33.4B of iShares MBS ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 160 funds opened new iShares MBS ETF positions in Q4 2024 and 93 closed out, a net change of +67 holders.
  • The largest iShares MBS ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.59B added.
  • The largest iShares MBS ETF seller in Q4 2024 was Goldman Sachs, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2024.