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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 %
FFA
151
Farther Finance Advisors
California
$14.6M +$1.4M +15,291 +11%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$14.5M -$231K -2,539 -2%
TG
153
TCW Group
California
$14.4M +$31.7K +346 +0.2%
GRP
154
Global Retirement Partners
California
$14.3M +$1.51M +16,486 +12%
Parnassus Investments
155
Parnassus Investments
California
$14.2M -$7.13M -77,752 -33%
HNB
156
Huntington National Bank
Ohio
$14.1M -$14.3M – –
TWA
157
Tandem Wealth Advisors
Arizona
$14M +$1.33M +14,527 +11%
IAA
158
Independent Advisor Alliance
North Carolina
$13.9M +$13.9M +151,619 New
HH
159
Hilltop Holdings
Texas
$13.8M -$4.03M -43,966 -23%
I
160
INVST
Indiana
$13.5M +$1.91M +20,878 +17%
LA
161
Lifeworks Advisors
Michigan
$13.4M +$1.62M +17,720 +14%
SWA
162
Stratos Wealth Advisors
Ohio
$13.1M +$1.58M +17,271 +14%
PI
163
Parkside Investments
Illinois
$13.1M +$372K +4,056 +3%
IWA
164
Icon Wealth Advisors
Texas
$12.9M +$407K +4,434 +3%
BCM
165
Boltwood Capital Management
California
$12.6M +$309K +3,375 +3%
MWM
166
Modern Wealth Management
Kansas
$12.5M +$8.62M +94,074 +223%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M +$12.4M +135,227 New
BAAM
168
Baker Avenue Asset Management
California
$11.9M +$435K +4,744 +4%
SIA
169
Spectrum Investment Advisors
Wisconsin
$11.9M +$137K +1,497 +1%
FAIM
170
Financial Advocates Investment Management
Washington
$11.8M +$2.54M +27,734 +27%
LG
171
Leuthold Group
Minnesota
$11.7M -$264K -2,881 -2%
VT
172
Vise Technologies
New York
$11.6M +$431K +4,699 +4%
PNAA
173
Pictet North America Advisors
Switzerland
$11.6M +$11.6M +126,186 New
COI
174
Connable Office Inc
Michigan
$11.5M +$11.5M +125,110 New
Comerica Bank
175
Comerica Bank
Texas
$11.4M +$1.35M +14,752 +13%
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