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iShares MBS ETF
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Overview Fund Activity

909 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, 409 increasing their positions, 274 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+43
Holders Change %
+4.97%
% of All Funds
12.1%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
154
Increased
409
Reduced
274
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
+$1.56B
2
EP
Essential Planning
New Hampshire
+$304M
3
LPL Financial
LPL Financial
California
+$245M
4
Bank of America
Bank of America
North Carolina
+$167M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$139M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$88.6M
2
UBS AM
UBS AM
Illinois
-$77.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
4
Jane Street
Jane Street
New York
-$55.4M
5
HCM
Hilton Capital Management
New York
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
251
Bay Harbor Wealth Management
Maryland
$6.53M +$292K +3,183 +5%
PCIA
252
Prime Capital Investment Advisors
Kansas
$6.49M -$891K -9,723 -12%
KFSC
253
Keystone Financial Services (Colorado)
Colorado
$6.42M +$93.3K +1,018 +1%
SXL
254
Summit X LLC
Missouri
$6.4M – – –
SFG
255
Snider Financial Group
Washington
$6.39M +$8.25K +90 +0.1%
SA
256
Scarborough Advisors
Maryland
$6.34M +$270K +2,946 +4%
SVWG
257
Shared Vision Wealth Group
United States
$6.23M +$273K +2,974 +5%
PA
258
Parkside Advisors
California
$6.23M -$121K -1,320 -2%
SWC
259
Spectrum Wealth Counsel
Indiana
$6.19M +$530K +5,778 +9%
WIA
260
World Investment Advisors
California
$6.18M -$4.02M -43,819 -39%
SSWM
261
Smith Salley Wealth Management
North Carolina
$6.16M +$2.28M +24,868 +59%
Capital International Investors
262
Capital International Investors
California
$6.09M +$3.92M +42,796 +181%
Legacy Financial Group (Iowa)
263
Legacy Financial Group (Iowa)
Iowa
$5.99M +$643K +7,009 +12%
WWA
264
WCG Wealth Advisors
Nevada
$5.98M +$228K +2,490 +4%
WA
265
Wealth Alliance
New York
$5.92M +$683K +7,450 +13%
IPW
266
Impact Partnership Wealth
Georgia
$5.89M -$1.42M -15,539 -19%
SWM
267
SigFig Wealth Management
California
$5.87M +$348K +3,789 +6%
AA
268
Ancora Advisors
Ohio
$5.72M +$842K +9,181 +17%
CAM
269
Cobblestone Asset Management
Virginia
$5.68M +$105K +1,144 +2%
BFG
270
Beacon Financial Group
Texas
$5.63M +$854K +9,320 +18%
SAW
271
Signal Advisors Wealth
Michigan
$5.57M +$2.01M +21,870 +56%
ASN
272
Advisory Services Network
Georgia
$5.53M +$60.9K +664 +1%
FPCP
273
Fort Point Capital Partners
California
$5.32M +$216K +2,357 +4%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$5.3M +$737K +8,035 +16%
ESL
275
Endurance Services Ltd
New York
$5.28M – – –
9 10
11
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