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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 %
OC
976
Oakworth Capital
Alabama
– -$35.9K -375 Closed
AWA
977
Alaska Wealth Advisors
Alaska
– -$35.9K -375 Closed
FAM
978
Flaharty Asset Management
Florida
– -$34.4K -359 Closed
UCB
979
United Community Bank
South Carolina
– -$33K -344 Closed
SJIM
980
St. Johns Investment Management
Florida
– -$30.5K -318 Closed
HGA
981
Hobbs Group Advisors
South Carolina
– -$26.6K -278 Closed
FDCP
982
Foster Dykema Cabot & Partners
Massachusetts
– -$26K -271 Closed
LC
983
Lindbrook Capital
California
– -$20.2K -211 Closed
TWC
984
TD Waterhouse Canada
Ontario, Canada
– -$12.6K -132 Closed
WWM
985
Wagner Wealth Management
South Carolina
– -$11.8K -123 Closed
KA
986
Kozak & Associates
Colorado
– -$11.5K -122 Closed
AWM
987
Abound Wealth Management
Tennessee
– -$9.1K -95 Closed
BHWM
988
Beaird Harris Wealth Management
Texas
– -$9.01K -94 Closed
CSS
989
Cubist Systematic Strategies
Connecticut
– -$8.14K -85 Closed
PCA
990
Providence Capital Advisors
North Carolina
– -$7.95K -83 Closed
VNA
991
Valley National Advisers
Pennsylvania
– -$7K -79 Closed
C
992
Covestor
United Kingdom
– -$6K -67 Closed
ACA
993
Atlas Capital Advisors
Wyoming
– -$6.42K -67 Closed
EWM
994
Evermay Wealth Management
Virginia
– -$5.56K -58 Closed
TCM
995
Tradewinds Capital Management
Washington
– -$5.46K -57 Closed
National Bank of Canada
996
National Bank of Canada
Quebec, Canada
– -$3.64K -38 Closed
TAM
997
Townsend Asset Management
North Carolina
– -$3.55K -37 Closed
DCM
998
Davis Capital Management
Florida
– -$3.07K -32 Closed
CB
999
Centennial Bank
Arkansas
– -$3.07K -32 Closed
ADL
1000
Asset Dedication LLC
California
– -$1.82K -19 Closed
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