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iShares MBS ETF
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Overview Fund Activity

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.11%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$779M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$231M
3
State Street
3
State Street
Massachusetts
$109M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
5
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
3
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
5
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNG
76
Manning & Napier Group
New York
$32.9M -$29.4M – –
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$32.8M +$679K +7,345 +2%
CAI
78
Capital Advisors Inc
Oklahoma
$32.3M -$748K -8,096 -2%
SWP
79
Strategic Wealth Partners
Ohio
$31.4M +$3.1M +33,591 +11%
ZIG
80
Zurich Insurance Group
Switzerland
$31.2M – – –
JC
81
JB Capital
Connecticut
$31.2M +$1.91M +20,710 +7%
NA
82
Nottingham Advisors
New York
$30.9M +$17M +184,131 +122%
Osaic Holdings
83
Osaic Holdings
Arizona
$29.5M -$155M -1,672,930 -84%
AWS
84
Atria Wealth Solutions
New York
$29.1M +$199K +2,149 +0.7%
Franklin Resources
85
Franklin Resources
California
$28.1M -$18.5M -199,866 -40%
LFS
86
Lutz Financial Services
Nebraska
$28M +$16.1M +174,028 +134%
NA
87
NewEdge Advisors
Louisiana
$27.9M +$7.1M +76,858 +34%
RAM
88
Resona Asset Management
Japan
$27.7M +$27.7M +299,892 New
SAS
89
Sage Advisory Services
Texas
$27.1M +$6.26M +67,732 +30%
Corient Private Wealth
90
Corient Private Wealth
Florida
$26.9M -$12.4M -134,052 -32%
DJSG
91
D.J. St. Germain
Massachusetts
$26.8M +$1.09M +11,790 +4%
Allspring Global Investments
92
Allspring Global Investments
North Carolina
$26.7M +$962K +10,412 +4%
FIA
93
Foundations Investment Advisors
Arizona
$25.4M +$1.77M +19,132 +7%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$25M +$2.17M +23,527 +10%
Creative Planning
95
Creative Planning
Kansas
$24M -$6.77M -73,254 -22%
AA
96
Acorns Advisers
California
$22.8M +$1.72M +18,594 +8%
CCA
97
Clearwater Capital Advisors
Illinois
$22.7M +$2.12M +22,892 +10%
GGS
98
Galvin Gaustad & Stein
Arizona
$22M -$479K -5,180 -2%
CFGS
99
Concourse Financial Group Securities
Alabama
$21.9M +$628K +6,792 +3%
KeyBank National Association
100
KeyBank National Association
Ohio
$21.8M +$2.85M +30,889 +15%
2 3
4
5 6