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iShares MBS ETF
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Overview Fund Activity

907 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, 408 increasing their positions, 273 reducing their positions, and 93 closing their positions.

Holders
907
Holders Change
+41
Holders Change %
+4.73%
% of All Funds
12.08%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.79%
New
154
Increased
408
Reduced
273
Closed
93
Calls
$16.5M
Puts
$2.66M
Net Calls
+$13.8M
Net Calls Change
+$3.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74B
2
EP
2
Essential Planning
New Hampshire
$308M
3
LPL Financial
3
LPL Financial
California
$2B
4
Bank of America
4
Bank of America
North Carolina
$6.97B
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$443M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.7M
2
UBS AM
2
UBS AM
Illinois
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.61M
4
Jane Street
4
Jane Street
New York
$3.88M
5
HCM
5
Hilton Capital Management
New York
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$161M -$5.44M -59,356 -3%
UBS Group
27
UBS Group
Switzerland
$161M +$4.13M +45,070 +3%
OIA
28
OneDigital Investment Advisors
Kansas
$154M +$3.82M +41,701 +3%
PAS
29
Park Avenue Securities
New York
$149M +$13.4M +146,218 +10%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$145M +$6.71M +73,240 +5%
MMA
31
Miracle Mile Advisors
California
$144M +$8.4M +91,598 +6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$137M +$514K +5,604 +0.4%
UCFA
33
United Capital Financial Advisors
Texas
$136M -$634K -6,911 -0.5%
BA
34
Bridgewater Associates
Connecticut
$132M +$1.7M +18,500 +1%
HW
35
Hancock Whitney
Mississippi
$123M -$1.37M -14,986 -1%
MWA
36
Midland Wealth Advisors
Illinois
$122M -$305K -3,324 -0.2%
MD
37
Money Design
Japan
$122M +$5.65M +61,539 +5%
Raymond James Financial
38
Raymond James Financial
Florida
$115M +$115M +1,258,410 New
BTI
39
Blue Trust Inc
Georgia
$115M -$5.36M -58,453 -4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$104M +$3.97M +43,250 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$103M +$7.28M +79,395 +8%
Asset Management One
42
Asset Management One
Japan
$87.6M -$2.2M -24,060 -2%
MFG
43
Merit Financial Group
Georgia
$83.5M +$8.05M +87,786 +11%
AssetMark Inc
44
AssetMark Inc
California
$81M -$348K -3,795 -0.4%
Bessemer Group
45
Bessemer Group
New Jersey
$76.5M -$14.7M -160,010 -16%
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$73.3M -$1.65M -18,035 -2%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$64.4M -$4.44M -48,040 -6%
NA
48
NewEdge Advisors
Louisiana
$62.9M +$12.7M +138,678 +25%
AllianceBernstein
49
AllianceBernstein
Tennessee
$62M +$8.31M +90,614 +15%
AWE
50
Avidian Wealth Enterprises
Texas
$61.4M +$2.17M +23,704 +4%
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