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iShares MBS ETF
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Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.11%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$779M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$231M
3
State Street
3
State Street
Massachusetts
$109M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
5
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
3
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
5
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dynasty Wealth Management
Florida
$158M +$158M +1,710,087 New
QWP
27
Quotient Wealth Partners
Texas
$154M +$17.5M +189,689 +13%
SOMRS
28
State of Michigan Retirement System
Michigan
$145M +$94.7M +1,025,000 +190%
UCFA
29
United Capital Financial Advisors
Texas
$141M -$1.58M -17,101 -1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$138M +$70.1M +758,693 +103%
BTI
31
Blue Trust Inc
Georgia
$137M +$3.43M +37,091 +3%
BA
32
Bridgewater Associates
Connecticut
$137M +$2.47M +26,700 +2%
PAS
33
Park Avenue Securities
New York
$127M +$5.07M +54,834 +4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$123M +$1.33M +14,403 +1%
HW
35
Hancock Whitney
Mississippi
$123M +$6.6M +71,433 +6%
OIA
36
OneDigital Investment Advisors
Kansas
$122M +$9.91M +107,191 +9%
MML Investors Services
37
MML Investors Services
Massachusetts
$117M +$2.62M +28,356 +2%
State Street
38
State Street
Massachusetts
$109M +$109M +1,184,000 New
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$99.2M -$282K -3,049 -0.3%
MERSOM
40
Municipal Employees' Retirement System of Michigan
Michigan
$98.5M -$1.48M -16,068 -1%
MD
41
Money Design
Japan
$97.5M +$14M +151,924 +17%
Asset Management One
42
Asset Management One
Japan
$93.3M -$702K -7,597 -0.7%
Bessemer Group
43
Bessemer Group
New Jersey
$91.9M +$87.9M +950,966 +2,199%
MMA
44
Miracle Mile Advisors
California
$81.7M +$19.6M +212,487 +32%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$62.4M -$4.42M -47,797 -7%
EW
46
Evoke Wealth
California
$59.4M +$59.1M +639,046 +15,399%
SFPM
47
Sensible Financial Planning & Management
Massachusetts
$58.8M +$2.58M +27,927 +5%
AWE
48
Avidian Wealth Enterprises
Texas
$56.5M +$4.35M +47,116 +8%
AllianceBernstein
49
AllianceBernstein
Tennessee
$55.9M +$204K +2,211 +0.4%
US Bancorp
50
US Bancorp
Minnesota
$55.9M -$135M -1,458,006 -71%
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