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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 %
RF
401
RHS Financial
California
$1.88M +$299K +3,259 +19%
LPAM
402
Lodestar Private Asset Management
California
$1.87M -$26K -284 -1%
Lido Advisors
403
Lido Advisors
California
$1.86M -$90.9K -992 -5%
SB
404
Strategic Blueprint
Georgia
$1.86M +$140K +1,532 +8%
AWM
405
Axxcess Wealth Management
California
$1.85M -$756K -8,251 -29%
SI
406
Stephens Inc
Arkansas
$1.84M +$966K +10,533 +110%
PA
407
Procyon Advisors
Connecticut
$1.83M +$1.83M +20,015 New
DG
408
DMC Group
Alabama
$1.82M +$75.9K +828 +4%
MFG
409
MidWestOne Financial Group
Iowa
$1.82M -$65K -709 -3%
SAS
410
Stelac Advisory Services
New York
$1.82M +$60.1K +655 +3%
TPWA
411
Twin Peaks Wealth Advisors
California
$1.8M +$231K +2,522 +15%
RSWM
412
Robertson Stephens Wealth Management
California
$1.78M -$340K -3,705 -16%
BBHC
413
Brown Brothers Harriman & Co
New York
$1.78M +$92 +1 +0%
MW
414
Maia Wealth
Colorado
$1.75M -$138K -1,500 -7%
VPA
415
Vernal Point Advisors
California
$1.74M – – –
NCFG
416
New Century Financial Group
New Jersey
$1.74M -$46K -503 -3%
CWA
417
Clearview Wealth Advisors
Oregon
$1.73M +$85.6K +934 +5%
WP
418
WealthPLAN Partners
Nebraska
$1.72M +$85.8K +936 +5%
EWA
419
EP Wealth Advisors
California
$1.72M +$1.21M +13,153 +235%
BWA
420
BCU Wealth Advisors
Illinois
$1.71M +$249K +2,715 +17%
RIM
421
Redwood Investment Management
Arizona
$1.7M +$122K +1,332 +8%
CFS
422
Coordinated Financial Services
Colorado
$1.68M +$1.68M +18,368 New
CAM
423
Concorde Asset Management
Michigan
$1.68M +$214K +2,332 +15%
WWM
424
Western Wealth Management
Colorado
$1.67M +$30.3K +330 +2%
LSA
425
Lion Street Advisors
Texas
$1.67M +$224K +2,448 +16%
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