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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 %
FA
326
Fedenia Advisers
Wisconsin
$3.4M +$3.4M +37,132 New
SL
327
SWMG LLC
Texas
$3.38M +$170K +1,848 +5%
TW
328
TritonPoint Wealth
Maryland
$3.31M -$87.7K -957 -3%
FHA
329
First Horizon Advisors
Tennessee
$3.3M -$144K -1,572 -4%
CWM
330
Centurion Wealth Management
Virginia
$3.28M -$716K -7,809 -18%
Financial Engines Advisors
331
Financial Engines Advisors
California
$3.27M +$2.72M +29,694 +500%
SCA
332
Snowden Capital Advisors
New York
$3.26M +$10.5K +115 +0.3%
IAN
333
Integrated Advisors Network
Texas
$3.26M +$20.6K +225 +0.6%
IWM
334
IHT Wealth Management
Illinois
$3.23M -$2.83M -30,879 -47%
SIM
335
Synergy Investment Management
Florida
$3.22M +$3.22M +35,132 New
PTC
336
Private Trust Company
Ohio
$3.21M -$295K -3,219 -8%
S
337
Sachetta
Massachusetts
$3.15M +$247K +2,689 +9%
CNC
338
Citizens & Northern Corp
Pennsylvania
$3.09M -$29.5K -322 -0.9%
OC
339
Oarsman Capital
Wisconsin
$3.06M +$166K +1,809 +6%
TWM
340
Tradition Wealth Management
Minnesota
$2.92M +$33.4K +364 +1%
KPWS
341
Kestra Private Wealth Services
Texas
$2.92M -$67.4K -735 -2%
AWM
342
Apollon Wealth Management
South Carolina
$2.91M +$375K +4,087 +15%
MWM
343
Mosley Wealth Management
California
$2.91M +$306K +3,321 +12%
DAS
344
Diversify Advisory Services
Utah
$2.87M -$414K -4,574 -13%
SC
345
Sierra Capital
Florida
$2.87M +$91.1K +994 +3%
MWM
346
Maripau Wealth Management
Indiana
$2.87M +$197K +2,149 +7%
SSWM
347
Sheets Smith Wealth Management
North Carolina
$2.85M -$25.8K -281 -0.9%
HPM
348
Hoxton Planning & Management
West Virginia
$2.83M +$127K +1,386 +5%
QFA
349
Quattro Financial Advisors
Texas
$2.8M -$5.79K -63 -0.2%
DWM
350
DecisionMap Wealth Management
Virginia
$2.79M +$2.79M +30,480 New
12 13
14
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