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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 %
OLVIG
651
Oliver Lagore Vanvalin Investment Group
Michigan
$401K +$3.94K +43 +1%
HWM
652
HB Wealth Management
Georgia
$401K +$139K +1,517 +53%
CA
653
CoreCap Advisors
Michigan
$400K -$153K -1,673 -28%
CWP
654
Core Wealth Partners
California
$399K -$41.5K -453 -9%
AP
655
Americana Partners
Texas
$397K – – –
MA
656
MONECO Advisors
Connecticut
$395K +$395K +4,307 New
BFS
657
BridgePort Financial Solutions
Iowa
$394K +$394K +4,206 New
M
658
MATAURO
New York
$391K +$391K +4,270 New
FSA
659
Financial Sense Advisors
California
$388K -$43.8K -478 -10%
CWM
660
Certus Wealth Management
California
$380K +$28.8K +312 +8%
PJSIMP
661
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K -$32.8K -358 -8%
FA
662
Fiducient Advisors
Illinois
$375K +$375K +4,089 New
FFL
663
Financial Freedom LLC
Ohio
$375K -$34.7K -379 -8%
CF
664
Centaurus Financial
California
$371K -$632K -6,887 -63%
VFG
665
Victory Financial Group
Texas
$370K +$370K +4,036 New
AWM
666
Accurate Wealth Management
Florida
$368K +$22.5K +249 +7%
IPWA
667
International Private Wealth Advisors
California
$367K +$367K +4,007 New
PPP
668
Private Portfolio Partners
New Jersey
$367K +$51.2K +558 +16%
HOWA
669
Heritage Oak Wealth Advisors
Florida
$365K +$365K +3,980 New
ECA
670
Elevated Capital Advisors
Utah
$363K -$62.6K -683 -15%
CWM
671
CIBC World Markets
New York
$359K +$18.2K +199 +5%
OCM
672
Objective Capital Management
Ohio
$357K +$6.6K +72 +2%
IWA
673
IVC Wealth Advisors
Pennsylvania
$353K +$18.5K +202 +6%
FCI
674
Financial Counselors Inc
Kansas
$348K -$17.5K -191 -5%
UAG
675
United Advisor Group
Ohio
$347K -$323K -3,526 -48%
25 26
27
28 29