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John Hancock Mortgage-Backed Securities ETF

28 hedge funds and large institutions have $135M invested in John Hancock Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $110M → $135M (+$24.9M)

12% more funds holding

Funds holding: 2528 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.72% less ownership

Funds ownership: 93.41%92.69% (-0.72%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
15
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.5M +$14.4M +662,916 +145%
HighTower Advisors
2
HighTower Advisors
Illinois
$21.8M +$156K +7,188 +0.7%
CWM
3
Cabot Wealth Management
Massachusetts
$15.1M +$188K +8,693 +1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M -$2.71M -125,000 -19%
KAS
5
Kestra Advisory Services
Texas
$11.4M +$1.33M +61,182 +13%
JSW
6
Journey Strategic Wealth
New Jersey
$10M +$2.7M +124,757 +37%
FRA
7
FFG Retirement Advisors
Colorado
$7.55M +$279K +12,885 +4%
FDDB
8
Fidelity D&D Bancorp
Pennsylvania
$6.19M +$1.15M +53,127 +23%
FHA
9
Flagship Harbor Advisors
Massachusetts
$5.95M +$437K +20,152 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.41M +$554K +25,536 +12%
MOS
11
MGO One Seven
Ohio
$4.85M +$315K +14,510 +7%
GVAG
12
Great Valley Advisor Group
Delaware
$2.92M +$2.9M +133,609 New
PAG
13
Private Advisor Group
New Jersey
$1.86M +$1.85M +85,284 New
NA
14
NewEdge Advisors
Louisiana
$1.75M +$880K +40,590 +103%
Citadel Advisors
15
Citadel Advisors
Florida
$880K -$73K -3,370 -8%
Jane Street
16
Jane Street
New York
$793K -$69.9K -3,227 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$753K +$641K +29,564 +609%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$404K -$5.38K -248 -1%
LCWP
19
Legacy Capital Wealth Partners
Arkansas
$404K +$13.1K +606 +3%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$358K
Goldman Sachs
21
Goldman Sachs
New York
$351K +$44.9K +2,073 +15%
HFA
22
High Falls Advisors
New York
$208K +$207K +9,528 New
SPIA
23
Steward Partners Investment Advisory
New York
$202K -$131K -6,033 -39%
UBS Group
24
UBS Group
Switzerland
$52.7K +$52.2K +2,408 New
GWSG
25
GPS Wealth Strategies Group
Colorado
$25.1K

JHMB Hedge Fund Activity: Q2 2025 in Review

28 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in John Hancock Mortgage-Backed Securities ETF (JHMB) for Q2 2025, worth a combined $135M — up 23% from $110M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JHMB positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $2.71M.

  • 28 institutional investors held John Hancock Mortgage-Backed Securities ETF (JHMB) as of Q2 2025, up from 25 in Q1 2025.
  • Funds reported $135M of John Hancock Mortgage-Backed Securities ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 5 funds opened new John Hancock Mortgage-Backed Securities ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest John Hancock Mortgage-Backed Securities ETF buyer in Q2 2025 was LPL Financial, an estimated $14.4M added.
  • The largest John Hancock Mortgage-Backed Securities ETF seller in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2025.