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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 %
PFA
626
Pinnacle Family Advisors
Missouri
$460K -$2.11K -23 -0.5%
EWA
627
Evolution Wealth Advisors
Florida
$458K -$195K -2,132 -30%
FF
628
Friedenthal Financial
New Jersey
$458K -$84.7K -924 -16%
EAM
629
Empirical Asset Management
Massachusetts
$457K +$94.9K +1,035 +26%
LA
630
Lane & Associates
New Jersey
$455K -$136K -1,479 -23%
PWMG
631
Pinnacle Wealth Management Group
Michigan
$454K -$273K -2,982 -38%
FI
632
FWG Investments
Kentucky
$450K +$162K +1,764 +56%
DILH
633
Dai-ichi Life Holdings
Japan
$448K +$448K +4,900 New
OAP
634
One Advisory Partners
Kansas
$447K +$30.3K +330 +7%
KP
635
Keel Point
Alabama
$447K -$59.7K -651 -12%
TA
636
TrueWealth Advisors
Alabama
$445K +$61.9K +675 +16%
BHPW
637
Beverly Hills Private Wealth
California
$443K -$80.9K -883 -15%
KA
638
Kooman & Associates
Pennsylvania
$440K +$440K +4,800 New
CI
639
CacheTech Inc
Utah
$437K -$71K -774 -14%
AWM
640
Adams Wealth Management
Utah
$437K -$71K -774 -14%
AF
641
Advisornet Financial
Minnesota
$432K -$1.93M -21,056 -82%
EFG
642
Ehrlich Financial Group
California
$427K -$2.41M -26,237 -85%
VVP
643
Venture Visionary Partners
Ohio
$422K +$45.9K +501 +12%
LFG
644
Larson Financial Group
Missouri
$418K +$330K +3,604 +376%
AG
645
AmeriFlex Group
Nevada
$412K +$412K +4,465 New
DC
646
Davenport & Co
Virginia
$411K +$70.1K +765 +21%
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$408K -$8.1M -88,371 -95%
PWM
648
Pines Wealth Management
North Carolina
$407K +$407K +4,491 New
JWCA
649
J.W. Cole Advisors
Florida
$407K +$1.38K +15 +0.3%
EC
650
Estate Counselors
Wisconsin
$403K -$703K -7,665 -64%
24 25
26
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