MBB icon

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 %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$11.3M +$551K +6,005 +5%
Lazard Asset Management
177
Lazard Asset Management
New York
$11.2M -$12.3M – –
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$11.1M +$1.37M +14,947 +14%
BCI
179
Brinker Capital Investments
Pennsylvania
$10.8M -$5.66M -61,718 -34%
OPS
180
Orion Portfolio Solutions
Nebraska
$10.8M -$5.66M -61,718 -34%
TIM
181
Tortoise Investment Management
New York
$10.7M -$1.94M -21,116 -15%
OWA
182
One Wealth Advisors
California
$10.6M +$742K +8,089 +8%
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$10.5M +$10.1M +109,910 +2,701%
EWA
184
EverSource Wealth Advisors
Alabama
$10.4M -$313K -3,411 -3%
PS
185
Principal Securities
Iowa
$10.4M -$67.7K -738 -0.6%
Natixis Advisors
186
Natixis Advisors
Massachusetts
$10.3M +$10.3M +112,829 New
KFS
187
Kelly Financial Services
Massachusetts
$10.3M +$744K +8,120 +8%
CM
188
Cornerstone Management
Georgia
$10.3M +$796K +8,682 +8%
SHIM
189
Stone House Investment Management
Pennsylvania
$10.3M -$1.81M -19,760 -15%
SFS
190
Security Financial Services
Indiana
$10.3M +$335K +3,651 +3%
CCA
191
Checchi Capital Advisers
California
$10.1M -$20.1M -218,978 -67%
SMI
192
Shelter Mutual Insurance
Missouri
$10.1M – – –
TF
193
Trek Financial
Arizona
$10M -$2.85M -31,036 -22%
WA
194
WBH Advisory
Maryland
$9.84M +$1.26M +13,716 +15%
LJAC
195
L.J. Altfest & Co
New York
$9.8M -$486K -5,300 -5%
BBWP
196
Beacon Bridge Wealth Partners
Pennsylvania
$9.76M -$1.66M -18,129 -15%
HCM
197
Hudson Capital Management
New Jersey
$9.48M +$4.89M +53,293 +106%
TF
198
Theory Financial
Colorado
$9.46M +$444K +4,843 +5%
BWP
199
Bernardo Wealth Planning
Pennsylvania
$9.33M +$2.61M +28,791 +39%
CL
200
CIM LLC
New York
$9.32M +$187K +2,039 +2%
6 7
8
9 10