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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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$30.7M
2
UBS AM
UBS AM
Illinois
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.61M
4
Jane Street
Jane Street
New York
$3.88M
5
HCM
Hilton Capital Management
New York
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
126
KeyBank National Association
Ohio
$18.7M -$916K -9,990 -5%
DWM
127
Dakota Wealth Management
Florida
$18.4M +$2.75M +29,957 +18%
CM
128
Castleark Management
Illinois
$18.1M +$18.1M +196,905 New
SHJ
129
Sharkey, Howes & Javer
Colorado
$17.9M +$627K +6,838 +4%
Federated Hermes
130
Federated Hermes
Pennsylvania
$17.9M -$874K -9,535 -5%
Mariner
131
Mariner
Kansas
$17.7M +$1.26M +13,710 +8%
CIAS
132
CFS Investment Advisory Services
New Jersey
$17.4M -$16.3M -177,985 -48%
Marshall Wace
133
Marshall Wace
United Kingdom
$17.4M +$2.74M +29,900 +19%
AAS
134
Avantax Advisory Services
Texas
$17.1M +$799K +8,718 +5%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M -$9.36M -101,542 -36%
PCM
136
Penserra Capital Management
California
$16.8M -$829K -9,040 -5%
PCA
137
Pallas Capital Advisors
Massachusetts
$16.6M +$16.1M +175,606 +3,249%
SW
138
SteelPeak Wealth
California
$16.3M +$3.28M +35,761 +25%
KAS
139
Kestra Advisory Services
Texas
$16.2M +$2.49M +27,204 +18%
PWM
140
Perigon Wealth Management
California
$16.1M +$2.23M +24,287 +16%
APW
141
Austin Private Wealth
Texas
$16.1M +$1.56M +17,067 +11%
AI
142
Atria Investments
North Carolina
$16M -$1.2M -13,054 -7%
HFA
143
High Falls Advisors
New York
$15.9M +$399K +4,348 +3%
NC
144
NewSquare Capital
Pennsylvania
$15.7M -$132K -1,443 -0.8%
FA
145
FDx Advisors
Illinois
$15.2M -$395K -4,311 -3%
RAM
146
Resona Asset Management
Japan
$15.1M -$10.5M -114,406 -41%
LIM
147
Leavell Investment Management
Alabama
$15.1M +$4.71M +51,395 +46%
Creative Planning
148
Creative Planning
Kansas
$15M -$914K -9,970 -6%
MCM
149
MAI Capital Management
Ohio
$14.9M +$14.9M +162,822 New
KLI
150
Kelman-Lazarov Inc
Tennessee
$14.6M +$1.62M +17,702 +12%
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