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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 %
BRWA
301
B. Riley Wealth Advisors
Florida
$4.22M -$3.63M -39,627 -46%
FM
302
Foster & Motley
Ohio
$4.2M +$1.86M +20,315 +80%
RAM
303
Riggs Asset Management
Pennsylvania
$4.17M -$5.69K -62 -0.1%
PG
304
Proffitt & Goodson
Tennessee
$4.13M +$460K +5,014 +13%
ATS
305
Ashton Thomas Securities
New York
$4.11M -$44.4K -484 -1%
CCWA
306
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.11M -$84K -916 -2%
FFN
307
Focus Financial Network
Minnesota
$4.06M +$276K +3,012 +7%
MERSOM
308
Municipal Employees' Retirement System of Michigan
Michigan
$4.03M -$3.31M -36,128 -45%
MFA
309
Mayflower Financial Advisors
Massachusetts
$4.02M +$438K +4,779 +12%
SA
310
Sovran Advisors
California
$3.96M +$3.96M +43,821 New
KV
311
Kickstand Ventures
New York
$3.91M +$410K +4,477 +12%
SA
312
Sunesis Advisors
Kansas
$3.9M +$836K +9,122 +27%
WP
313
WealthShield Partners
North Carolina
$3.89M +$266K +2,896 +7%
SFA
314
Semmax Financial Advisors
North Carolina
$3.88M +$155K +1,686 +4%
Jane Street
315
Jane Street
New York
$3.88M -$55.4M -604,203 -93%
IA
316
Inspire Advisors
Idaho
$3.87M +$138K +1,506 +4%
ATPW
317
Ashton Thomas Private Wealth
Arizona
$3.85M +$3.85M +41,951 New
JE
318
JMAC Enterprises
Pennsylvania
$3.83M +$371K +4,043 +11%
CAG
319
Csenge Advisory Group
Florida
$3.69M +$261K +2,844 +8%
AR
320
Apeiron RIA
Texas
$3.58M +$28.3K +309 +0.8%
MA
321
Mutual Advisors
Nebraska
$3.55M -$167K -1,826 -4%
JIR
322
James Investment Research
Ohio
$3.54M -$255K -2,777 -7%
C1AG
323
Client 1st Advisory Group
Florida
$3.53M +$749K +8,165 +27%
TC
324
TownSquare Capital
Utah
$3.49M +$192K +2,097 +6%
SPAS
325
Spectrum Planning & Advisory Services
California
$3.47M +$1.33M +14,471 +62%
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