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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 %
FW
451
FullCircle Wealth
Texas
$1.39M +$44.2K +480 +3%
BAM
452
BOS Asset Management
Illinois
$1.37M +$466K +5,088 +51%
MCM
453
M1 Capital Management
Michigan
$1.36M +$1.36M +14,879 New
ISFAN
454
Investor's Fiduciary Advisor Network
Washington
$1.36M +$1.36M +14,840 New
MFG
455
Magnus Financial Group
New York
$1.36M +$344K +3,749 +34%
VWM
456
Venturi Wealth Management
Texas
$1.36M +$8.8K +96 +0.7%
WFS
457
WealthGarden F.S.
California
$1.34M +$137K +1,489 +11%
OAS
458
Optivise Advisory Services
Tennessee
$1.33M -$42K -458 -3%
GWANC
459
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.33M +$1.33M +14,552 +363,800%
FTS
460
Fifth Third Securities
Ohio
$1.33M +$55.2K +602 +4%
CFIA
461
Cantor Fitzgerald Investment Advisors
New York
$1.32M +$39.1K +426 +3%
OC
462
Oppenheimer & Co
New York
$1.31M +$26.5K +289 +2%
DFCM
463
Dark Forest Capital Management
Puerto Rico
$1.31M -$399K -4,357 -23%
BPC
464
Banque Pictet & Cie
Switzerland
$1.3M +$1.3M +14,182 New
AWA
465
Arete Wealth Advisors
Illinois
$1.28M +$317K +3,453 +33%
KWM
466
Keebeck Wealth Management
Illinois
$1.28M +$151K +1,647 +13%
CFG
467
Cooper Financial Group
California
$1.28M +$396K +4,317 +45%
BIG
468
Bush Investment Group
Georgia
$1.25M +$80.4K +877 +7%
GS
469
GWN Securities
Florida
$1.24M +$1.24M +13,571 New
RC
470
Rareview Capital
Nevada
$1.24M +$717K +7,488 +138%
SPC
471
Sigma Planning Corp
Michigan
$1.21M -$87.6K -955 -7%
FCC
472
Florin Court Capital
United Kingdom
$1.21M -$1.81M -19,700 -60%
FPAS
473
Focus Partners Advisor Solutions
Missouri
$1.2M +$139K +1,520 +13%
WS
474
Wedbush Securities
California
$1.19M -$188K -2,049 -14%
FA
475
Fermata Advisors
California
$1.19M +$419K +4,573 +54%
17 18
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