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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.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
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
Jane Street
New York
$779M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$231M
3
State Street
State Street
Massachusetts
$109M
4
SOMRS
State of Michigan Retirement System
Michigan
$145M
5
Bessemer Group
Bessemer Group
New Jersey
$91.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
US Bancorp
Minnesota
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
126
Meridian Wealth Partners
Pennsylvania
$16.5M +$827K +8,953 +5%
Mariner
127
Mariner
Kansas
$15.8M +$830K +8,977 +6%
HFA
128
High Falls Advisors
New York
$15.6M +$287K +3,108 +2%
SHJ
129
Sharkey, Howes & Javer
Colorado
$15.5M +$979K +10,594 +7%
AWM
130
AE Wealth Management
Kansas
$14.9M -$11.6M -125,849 -44%
NC
131
NewSquare Capital
Pennsylvania
$14.7M -$191K -2,064 -1%
TG
132
TCW Group
California
$14.6M +$52.7K +570 +0.4%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$14.2M +$6.91M +75,513 +95%
GIM
134
Goelzer Investment Management
Indiana
$14.2M +$3.22M +34,841 +29%
BCV
135
Banque Cantonale Vaudoise
Switzerland
$14.2M +$13.9K +150 +0.1%
PAIA
136
Park Avenue Institutional Advisers
New York
$14M – – –
PAG
137
Private Advisor Group
New Jersey
$14M -$456K -4,931 -3%
PWM
138
Perigon Wealth Management
California
$13.2M -$162K -1,758 -1%
BCM
139
Boltwood Capital Management
California
$13.1M +$385K +4,165 +3%
GC
140
Guggenheim Capital
Illinois
$13.1M +$975K +10,545 +8%
APW
141
Austin Private Wealth
Texas
$13M +$1.53M +16,709 +13%
IWA
142
Icon Wealth Advisors
Texas
$13M +$299K +3,232 +2%
LWA
143
Lineweaver Wealth Advisors
Ohio
$12.8M +$595K +6,440 +5%
PCIA
144
Prime Capital Investment Advisors
Kansas
$12.7M -$1.73M -18,763 -12%
GRP
145
Global Retirement Partners
California
$12.6M -$590K -6,381 -4%
Lazard Asset Management
146
Lazard Asset Management
New York
$12.5M -$12.2M – –
HighTower Advisors
147
HighTower Advisors
Illinois
$12.4M +$3.63M +39,337 +41%
HNB
148
Huntington National Bank
Ohio
$12.2M -$12M – –
LG
149
Leuthold Group
Minnesota
$12.2M -$311K -3,366 -2%
TWA
150
Tandem Wealth Advisors
Arizona
$12.2M +$422K +4,589 +4%
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