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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 %
CC
376
Copperleaf Capital
North Carolina
$2.29M -$236K -2,578 -9%
VCP
377
Verus Capital Partners
Arizona
$2.29M -$802K -8,747 -26%
Invesco
378
Invesco
Georgia
$2.29M -$3.92M -42,764 -63%
WTB
379
Washington Trust Bank
Washington
$2.28M – – –
PW
380
Peninsula Wealth
California
$2.28M -$446K -4,860 -16%
DFC
381
DB Fitzpatrick & Co
Idaho
$2.27M +$462K +5,037 +26%
PPC
382
Park Place Capital
Alabama
$2.26M -$205K -2,234 -8%
DLCIG
383
D.L. Carlson Investment Group
New Hampshire
$2.26M +$41.8K +456 +2%
FHA
384
Flagship Harbor Advisors
Massachusetts
$2.19M +$212K +2,316 +11%
AWA
385
Arkadios Wealth Advisors
Georgia
$2.15M -$88.8K -969 -4%
KG
386
Kilter Group
New York
$2.14M +$2.14M +23,334 New
PA
387
Parallel Advisors
California
$2.12M +$183K +2,000 +9%
CFD
388
Creative Financial Designs
Indiana
$2.12M -$58.9K -642 -3%
DADC
389
D.A. Davidson & Co
Montana
$2.07M +$270K +2,942 +15%
OP
390
ORG Partners
Indiana
$2.04M -$25.3K -276 -1%
MPW
391
MA Private Wealth
California
$2.03M +$178K +1,942 +10%
EPW
392
Endeavor Private Wealth
Kansas
$2.02M +$2.02M +22,084 New
UF
393
Univest Financial
Pennsylvania
$2.02M +$185K +2,017 +10%
QPWM
394
Quadrant Private Wealth Management
Pennsylvania
$2M +$213K +2,323 +12%
RB
395
Renasant Bank
Mississippi
$1.98M -$269K -2,934 -12%
PFGIA
396
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$106K +1,154 +6%
SAM
397
Strategy Asset Managers
California
$1.93M +$21.6K +236 +1%
RFN
398
RDA Financial Network
Iowa
$1.93M +$621K +6,776 +47%
CCM
399
Coldstream Capital Management
Washington
$1.92M +$862K +9,399 +82%
LWA
400
Lifelong Wealth Advisors
Minnesota
$1.9M +$1.9M +20,756 New
14 15
16
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