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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 %
B
551
Barings
North Carolina
$743K – – –
TWM
552
Trinity Wealth Management
Pennsylvania
$735K -$4.03K -44 -0.5%
MWS
553
Maxwell Wealth Strategies
California
$733K +$30.5K +333 +4%
HWM
554
Hobbs Wealth Management
Indiana
$732K +$732K +7,988 New
AL
555
ADE LLC
Maryland
$718K +$61K +665 +9%
CFG
556
Chapman Financial Group
Hawaii
$718K +$718K +7,834 New
PI
557
PFG Investments
New York
$714K -$377K -4,107 -35%
GAM
558
Gotham Asset Management
New York
$713K +$713K +7,782 New
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$708K -$183K -1,997 -21%
BFA
560
Beacon Financial Advisory
Ohio
$707K +$141K +1,543 +25%
PCM
561
Presidio Capital Management
California
$705K +$152K +1,663 +28%
RWS
562
Retirement Wealth Solutions
Wisconsin
$700K +$700K +7,735 New
William Blair & Company
563
William Blair & Company
Illinois
$697K -$37.7K -411 -5%
UFA
564
US Financial Advisors
Massachusetts
$697K -$18.4K -201 -3%
ACM
565
Absolute Capital Management
Pennsylvania
$697K +$20.1K +219 +3%
AA
566
Alesco Advisors
New York
$695K -$83K -905 -11%
HKIMG
567
Hutchens & Kramer Investment Management Group
Indiana
$691K +$9.26K +101 +1%
SFA
568
Sequoia Financial Advisors
Ohio
$689K +$373K +4,070 +118%
JSL
569
JT Stratford LLC
Georgia
$687K +$39.1K +426 +6%
IAIM
570
International Assets Investment Management
Florida
$684K +$684K +7,465 New
SAM
571
Smartleaf Asset Management
Massachusetts
$681K +$124K +1,351 +22%
CC
572
Cypress Capital
Tennessee
$660K -$27K -295 -4%
AC
573
Annandale Capital
Texas
$649K -$51.6K -562 -7%
MWA
574
Merkkuri Wealth Advisors
New York
$648K +$67.1K +732 +12%
SF
575
Summit Financial
New Jersey
$642K -$38.2K -417 -6%
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