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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 %
AW
476
Alteri Wealth
California
$1.19M +$1.19M +13,001 New
TI
477
Tidal Investments
Wisconsin
$1.19M -$5.32K -58 -0.4%
CCC
478
Chesapeake Capital Corp
Florida
$1.19M -$5.41K -59 -0.5%
GVAG
479
Great Valley Advisor Group
Delaware
$1.16M +$47.9K +522 +4%
JWCA
480
J.W. Coons Advisors
Ohio
$1.16M -$188K -2,047 -14%
RFP
481
RCS Financial Planning
Maryland
$1.16M -$67.8K -740 -6%
CPL
482
CAP Partners LLC
Tennessee
$1.15M +$215K +2,342 +23%
AWM
483
Alterna Wealth Management
Texas
$1.15M -$717K -7,822 -38%
PP
484
Patten & Patten
Tennessee
$1.15M +$1.15M +12,492 New
BWA
485
Bestgate Wealth Advisors
Maryland
$1.14M +$1.14M +12,458 New
FCBT
486
First Citizens Bank & Trust
North Carolina
$1.14M +$336K +3,665 +42%
GSEP
487
Golden State Equity Partners
California
$1.14M +$1.11M +12,077 +3,460%
NP
488
NorthRock Partners
Minnesota
$1.12M -$78.7K -858 -7%
LIA
489
LifePlan Investment Advisors
North Carolina
$1.11M +$54.5K +594 +5%
MC
490
Moors & Cabot
Massachusetts
$1.1M +$57.8K +630 +6%
BP
491
BNP Paribas
France
$1.1M – – –
TWP
492
Tempus Wealth Planning
California
$1.1M +$29K +316 +3%
RFA
493
Resurgent Financial Advisors
Georgia
$1.1M +$196K +2,139 +22%
VFPW
494
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.07M -$283K -3,083 -21%
SPI
495
Sutton Place Investors
New York
$1.07M -$11.8K -129 -1%
PIA
496
Perennial Investment Advisors
California
$1.07M -$155K -1,692 -13%
JWM
497
JGP Wealth Management
Oregon
$1.06M +$339K +3,695 +47%
GWP
498
Gen-Wealth Partners
Michigan
$1.05M +$20.3K +221 +2%
UB
499
UMB Bank
Missouri
$1.04M +$229K +2,500 +28%
LBC
500
Lowe Brockenbrough & Co
Virginia
$1.04M -$195K -2,122 -16%
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