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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 %
APC
526
Aspire Private Capital
North Carolina
$871K +$70.9K +773 +9%
NL
527
NWAM LLC
Washington
$869K +$235K +2,563 +37%
PFG
528
Pacific Financial Group
Washington
$867K +$19.5K +213 +2%
FC
529
Farringdon Capital
United Kingdom
$866K +$866K +9,447 New
SWM
530
Seed Wealth Management
Illinois
$864K – – –
NI
531
Natural Investments
California
$861K +$861K +9,399 New
IDBONY
532
Israel Discount Bank of New York
New York
$855K -$69.8K -761 -8%
SP
533
SWS Partners
Ohio
$853K -$17K -185 -2%
AA
534
Armis Advisers
Georgia
$846K +$846K +9,232 New
LA
535
LexAurum Advisors
Kansas
$844K +$44.7K +488 +6%
TCA
536
Transcend Capital Advisors
New Jersey
$836K -$466K -5,086 -36%
AQR Capital Management
537
AQR Capital Management
Connecticut
$834K +$94.2K +1,028 +13%
FDW
538
Fourth Dimension Wealth
Ohio
$821K +$821K +8,955 New
HIM
539
Hanlon Investment Management
New Jersey
$814K -$200K -2,183 -20%
PFS
540
Prospera Financial Services
Texas
$812K +$79.5K +865 +11%
SWP
541
Sagespring Wealth Partners
Tennessee
$802K +$802K +8,744 New
GM
542
GeoWealth Management
Illinois
$792K -$1.29M -14,035 -62%
KF
543
K2 Financial
California
$785K +$785K +8,687 New
NB
544
NBT Bank
New York
$775K -$25.8K -281 -3%
TPI
545
Trust Point Inc
Wisconsin
$773K +$560K +6,113 +263%
MHR
546
Matthew Hamilton Rosenberg
$754K +$64.6K +705 +9%
GIA
547
Gladstone Institutional Advisory
Florida
$752K -$8.07K -88 -1%
1WA
548
180 Wealth Advisors
Washington
$748K -$94.8K -1,034 -11%
SFM
549
Signet Financial Management
New Jersey
$747K -$11.1K -121 -1%
PIA
550
Pinion Investment Advisors
Kansas
$744K +$265K +2,887 +55%
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