iShares MBS ETF
860 hedge funds and large institutions have $26.6B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 317 increasing their positions, 290 reducing their positions, and 69 closing their positions.
164% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 69
131% more call options, than puts
Call options by funds: $70.2M | Put options by funds: $30.4M
13% more funds holding
Funds holding: 761 → 860 (+99)
10% more capital invested
Capital invested by funds: $24.2B → $26.6B (+$2.42B)
8% more funds holding in top 10
Funds holding in top 10: 74 → 80 (+6)
9% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 290
0.69% less ownership
Funds ownership: 93.11% → 92.42% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$843M |
| 2 |
JP Morgan Chase
New York
|
+$263M |
| 3 |
Goldman Sachs
New York
|
+$129M |
| 4 |
Jane Street
New York
|
+$102M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$98.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$354M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$252M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$216M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$88.9M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$87.9M |
MBB Hedge Fund Activity: Q4 2023 in Review
860 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q4 2023, worth a combined $26.6B — up 10% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new MBB positions and 69 closed out — a net gain of 113 holders — while 317 added to existing stakes and 290 trimmed.
The largest buyer was Bank of America, adding an estimated $843M. The largest seller was BlackRock, cutting an estimated $354M.
- 860 institutional investors held iShares MBS ETF (MBB) as of Q4 2023, up from 761 in Q3 2023.
- Funds reported $26.6B of iShares MBS ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 182 funds opened new iShares MBS ETF positions in Q4 2023 and 69 closed out, a net change of +113 holders.
- The largest iShares MBS ETF buyer in Q4 2023 was Bank of America, an estimated $843M added.
- The largest iShares MBS ETF seller in Q4 2023 was BlackRock, an estimated $354M sold.
Based on aggregated 13F filings for Q4 2023.