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iShares MBS ETF
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Overview Fund Activity

907 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, 408 increasing their positions, 273 reducing their positions, and 93 closing their positions.

Holders
907
Holders Change
+41
Holders Change %
+4.73%
% of All Funds
12.08%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.79%
New
154
Increased
408
Reduced
273
Closed
93
Calls
$16.5M
Puts
$2.66M
Net Calls
+$13.8M
Net Calls Change
+$3.81M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74B
2
EP
2
Essential Planning
New Hampshire
$308M
3
LPL Financial
3
LPL Financial
California
$2B
4
Bank of America
4
Bank of America
North Carolina
$6.97B
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$443M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.7M
2
UBS AM
2
UBS AM
Illinois
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.61M
4
Jane Street
4
Jane Street
New York
$3.88M
5
HCM
5
Hilton Capital Management
New York
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$37.7M +$2.31M +25,174 +7%
Corient Private Wealth
77
Corient Private Wealth
Florida
$37.2M +$7.46M +81,403 +25%
BCM
78
Brookstone Capital Management
Illinois
$36.8M -$11.7M -127,080 -24%
CIA
79
Capital Investment Advisors
Georgia
$36.5M -$1.77M -19,284 -5%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$36.4M -$884K -9,641 -2%
SWP
81
Strategic Wealth Partners
Ohio
$36.2M +$76.7K +833 +0.2%
CI
82
Conning Inc
Connecticut
$35.5M – – –
JC
83
JB Capital
Connecticut
$34.1M +$3.31M +36,127 +11%
FIA
84
Foundations Investment Advisors
Arizona
$33.9M +$4.72M +51,509 +16%
TPW
85
Talon Private Wealth
Florida
$33.3M -$11.2M -121,978 -25%
HCM
86
Hilton Capital Management
New York
$32.1M -$52.6M -574,002 -62%
SA
87
Sanctuary Advisors
Indiana
$32M +$1.31M +14,178 +4%
MNA
88
Manning & Napier Advisors
New York
$31.8M -$3.02M -32,944 -9%
AWS
89
Atria Wealth Solutions
New York
$31.6M +$3.03M +33,049 +11%
ZIG
90
Zurich Insurance Group
Switzerland
$31M – – –
Goldman Sachs
91
Goldman Sachs
New York
$30.7M -$88.6M -966,277 -74%
CW
92
CreativeOne Wealth
Kansas
$30.5M +$1.84M +20,094 +6%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$29.2M +$15.6M +170,107 +115%
BSB
94
Bangor Savings Bank
Maine
$29M +$2.51M +27,342 +9%
WCF
95
West Coast Financial
California
$28.4M +$2.18M +23,752 +8%
DJSG
96
D.J. St. Germain
Massachusetts
$28.1M +$558K +6,089 +2%
CFGS
97
Concourse Financial Group Securities
Alabama
$27.9M +$3.54M +38,600 +15%
Franklin Resources
98
Franklin Resources
California
$27.7M +$504K +5,492 +2%
CIM
99
Confluence Investment Management
Missouri
$27M +$9.53M +103,913 +55%
IWS
100
Insight Wealth Strategies
California
$26.9M +$2.15M +23,419 +9%
2 3
4
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