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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 %
HH
151
Hilltop Holdings
Texas
$12.1M +$437K +4,726 +4%
SW
152
SteelPeak Wealth
California
$12M +$1.55M +16,797 +15%
TF
153
Trek Financial
Arizona
$11.8M +$382K +4,131 +3%
LCC
154
Lincoln Capital Corp
Rhode Island
$11.7M +$602K +6,509 +5%
Betterment LLC
155
Betterment LLC
New York
$11.6M -$472K -5,104 -4%
AAS
156
Avantax Advisory Services
Texas
$11.4M +$832K +9,007 +8%
BBWP
157
Beacon Bridge Wealth Partners
Pennsylvania
$11M +$783K +8,473 +8%
First Trust Advisors
158
First Trust Advisors
Illinois
$10.8M -$2.85M -30,832 -21%
SMI
159
Shelter Mutual Insurance
Missouri
$10.8M – – –
SHIM
160
Stone House Investment Management
Pennsylvania
$10.6M +$2.9M +31,375 +38%
I
161
INVST
Indiana
$10.4M +$612K +6,685 +6%
FFA
162
Farther Finance Advisors
California
$10.1M +$2.1M +22,884 +26%
LJAC
163
L.J. Altfest & Co
New York
$10.1M +$190K +2,052 +2%
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$10M -$284K -3,068 -3%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$9.93M +$1.81M +19,567 +22%
BCI
166
Brinker Capital Investments
Pennsylvania
$9.79M +$502K +5,428 +5%
OPS
167
Orion Portfolio Solutions
Nebraska
$9.79M +$502K +5,428 +5%
VT
168
Vise Technologies
New York
$9.77M +$866K +9,366 +10%
SFS
169
Security Financial Services
Indiana
$9.71M +$1.96M +21,260 +25%
CI Investments Inc
170
CI Investments Inc
Ontario, Canada
$9.6M -$1.14M -12,350 -11%
KFS
171
Kelly Financial Services
Massachusetts
$9.55M +$3.82M +41,281 +67%
CCA
172
Checchi Capital Advisers
California
$9.55M +$785K +8,498 +9%
CTI
173
Community Trust & Investment
Kentucky
$9.53M +$634K +6,861 +7%
CWM
174
Cabot Wealth Management
Massachusetts
$9.48M +$1.7M +18,417 +22%
WCWM
175
Wooster Corthell Wealth Management
Connecticut
$9.45M +$322K +3,480 +4%
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