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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 %
LA
576
Latitude Advisors
Florida
$632K +$15K +164 +2%
CFG
577
Carr Financial Group
Massachusetts
$628K -$262K -2,855 -29%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$619K +$2.48K +27 +0.4%
RW
579
Rede Wealth
Virginia
$598K +$39K +425 +7%
LCWP
580
Legacy Capital Wealth Partners
Arkansas
$596K +$596K +6,506 New
BIA
581
Bigelow Investment Advisors
Maine
$585K -$48.7K -531 -8%
FIM
582
Freedom Investment Management
Connecticut
$581K +$101K +1,097 +21%
BIA
583
Bell Investment Advisors
California
$577K +$577K +6,289 New
NFP
584
Narus Financial Partners
Utah
$576K +$49.7K +542 +9%
FCP
585
Fidelis Capital Partners
Florida
$570K -$445K -4,850 -44%
GFM
586
GEN Financial Management
Minnesota
$569K +$569K +6,202 New
NEAM
587
New England Asset Management
Connecticut
$568K – – –
AG
588
AlTi Global
New York
$561K – – –
PA
589
PFG Advisors
Arizona
$556K +$116K +1,266 +26%
QP
590
Quartz Partners
New York
$552K -$14.6K -159 -3%
AA
591
Advisory Alpha
Michigan
$541K -$1.1K -12 -0.2%
DAS
592
Dynamic Advisor Solutions
Arizona
$539K -$118K -1,288 -18%
CWM
593
Cahaba Wealth Management
Georgia
$536K +$6.88K +75 +1%
GAA
594
Global Assets Advisory
Florida
$533K -$58.9K -643 -10%
CCG
595
Catalina Capital Group
California
$531K +$54K +589 +11%
ACP
596
Aveo Capital Partners
Colorado
$530K +$35.6K +388 +7%
USCWA
597
U.S. Capital Wealth Advisors
Texas
$528K +$110K +1,198 +26%
FWA
598
FSC Wealth Advisors
New York
$522K +$38.4K +419 +8%
WAL
599
W Advisors LLC
Tennessee
$517K +$51.7K +564 +11%
KWA
600
Kingswood Wealth Advisors
California
$516K +$84K +916 +19%
22 23
24
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