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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 %
SL
201
Sentinus LLC
Illinois
$7.55M +$7.55M +81,739 New
WFI
202
West Family Investments
California
$7.49M – – –
PFG
203
PAX Financial Group
Texas
$7.49M -$307K -3,319 -4%
HI
204
Horizon Investments
North Carolina
$7.41M -$16.4M -178,378 -69%
MCWS
205
McKinley Carter Wealth Services
West Virginia
$7.38M -$4.88M -52,801 -40%
AIA
206
Alternative Investment Advisors
Florida
$7.29M +$359K +3,925 +5%
MG
207
Mather Group
Illinois
$7.26M -$69.7K -741 -1%
VFA
208
Voya Financial Advisors
Connecticut
$7.14M +$364K +3,926 +5%
EWM
209
Edge Wealth Management
New York
$6.99M +$785K +8,499 +13%
SIA
210
Spectrum Investment Advisors
Wisconsin
$6.96M +$140K +1,512 +2%
PS
211
Principal Securities
Iowa
$6.92M +$478K +5,176 +7%
FRA
212
FFG Retirement Advisors
Colorado
$6.86M +$6.86M +74,242 New
MAM
213
Madison Asset Management
Wisconsin
$6.73M -$501K -5,419 -7%
PSP
214
Pacific Sage Partners
Washington
$6.73M +$32.7K +354 +0.5%
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$6.67M +$1.41M +15,224 +27%
OL
216
Optas LLC
Texas
$6.57M -$21.2K -229 -0.3%
PA
217
Parkside Advisors
California
$6.56M -$112K -1,211 -2%
SXL
218
Summit X LLC
Missouri
$6.51M -$216K -2,336 -3%
LA
219
LVW Advisors
New York
$6.49M -$3.6K -39 -0.1%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$6.46M +$1.81M +19,623 +39%
SFG
221
Snider Financial Group
Washington
$6.35M -$3.42M -36,962 -35%
SVWG
222
Shared Vision Wealth Group
United States
$6.29M +$933K +10,095 +17%
Federated Hermes
223
Federated Hermes
Pennsylvania
$6.13M +$4.32M +46,796 +240%
BHWM
224
Bay Harbor Wealth Management
Maryland
$6.09M +$225K +2,439 +4%
KFSC
225
Keystone Financial Services (Colorado)
Colorado
$6.05M +$434K +4,695 +8%
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