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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 %
SWP
351
Stratos Wealth Partners
Ohio
$2.79M +$577K +6,295 +26%
ETC
352
Exchange Traded Concepts
Oklahoma
$2.76M +$2.26M +24,660 +455%
VHAM
353
Van Hulzen Asset Management
California
$2.75M +$55.9K +610 +2%
MLA
354
My Legacy Advisors
Oregon
$2.75M +$131K +1,428 +5%
5W
355
5T Wealth
California
$2.75M +$2.75M +29,981 New
CCA
356
Cobblestone Capital Advisors
New York
$2.73M +$469K +5,111 +21%
CWA
357
Centennial Wealth Advisory
Michigan
$2.72M -$604K -6,586 -18%
Jones Financial Companies
358
Jones Financial Companies
Missouri
$2.69M -$10.5K -115 -0.4%
TF
359
TME Financial
California
$2.67M +$2.67M +27,829 New
SWP
360
ShoreHaven Wealth Partners
New Jersey
$2.65M +$92.6K +1,010 +4%
BEI
361
Benjamin Edwards Inc
Missouri
$2.64M -$2.51M -27,329 -49%
OWCM
362
One Wealth Capital Management
Arizona
$2.62M +$2.62M +28,566 New
HTC
363
Haverford Trust Company
Pennsylvania
$2.56M -$574K -6,266 -18%
JCM
364
Jacobi Capital Management
Pennsylvania
$2.52M +$122K +1,330 +5%
ACA
365
Aptus Capital Advisors
Alabama
$2.48M +$1.95M +21,258 +365%
MYIA
366
Mount Yale Investment Advisors
Colorado
$2.43M -$62K -676 -2%
IA
367
IFP Advisors
Florida
$2.42M +$362K +3,953 +18%
HPFG
368
Hart & Patterson Financial Group
Massachusetts
$2.4M -$2.2K -24 -0.1%
WPW
369
Watershed Private Wealth
Illinois
$2.4M +$195K +2,128 +9%
BBA
370
Braun-Bostich & Associates
Pennsylvania
$2.4M -$243K -2,649 -9%
M&T Bank
371
M&T Bank
New York
$2.37M -$586K -6,396 -20%
Brown Advisory
372
Brown Advisory
Maryland
$2.35M -$844K -9,207 -26%
CAM
373
Cresset Asset Management
Illinois
$2.35M -$899K -9,811 -28%
BWMG
374
Barnes Wealth Management Group
California
$2.34M +$2.34M +25,578 New
AA
375
ArborFi Advisors
Michigan
$2.34M +$2.34M +25,571 New
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