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iShares MBS ETF
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Overview Fund Activity

909 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, 409 increasing their positions, 274 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
+43
Holders Change %
+4.97%
% of All Funds
12.1%
Holding in Top 10
60
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.23%
% of All Funds
0.8%
New
154
Increased
409
Reduced
274
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
+$1.56B
2
EP
Essential Planning
New Hampshire
+$304M
3
LPL Financial
LPL Financial
California
+$245M
4
Bank of America
Bank of America
North Carolina
+$167M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$139M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$88.6M
2
UBS AM
UBS AM
Illinois
-$77.1M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$65.2M
4
Jane Street
Jane Street
New York
-$55.4M
5
HCM
Hilton Capital Management
New York
-$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTI
201
Community Trust & Investment
Kentucky
$9.22M +$26.7K +291 +0.3%
TWM
202
TSA Wealth Management
Texas
$9.08M +$235K +2,565 +3%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$9.01M -$322K -3,510 -3%
WCWM
204
Wooster Corthell Wealth Management
Connecticut
$8.93M +$684K +7,462 +8%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$8.84M +$138K +1,500 +2%
GC
206
Guggenheim Capital
Illinois
$8.76M -$2.01M -21,958 -19%
ACA
207
Anchor Capital Advisors
Massachusetts
$8.62M -$269K -2,936 -3%
VFA
208
Voya Financial Advisors
Connecticut
$8.6M +$556K +6,058 +7%
AG
209
Ascent Group
Virginia
$8.58M +$352K +3,836 +4%
AC
210
Allstate Corporation
Illinois
$8.49M +$8.49M +92,553 New
SL
211
Sentinus LLC
Illinois
$8.41M +$8.22M +89,666 +4,359%
AFG
212
Atomi Financial Group
New York
$8.38M +$3.66M +39,903 +77%
PCA
213
Prosperity Capital Advisors
Ohio
$8.37M +$1.56M +16,967 +23%
First Trust Advisors
214
First Trust Advisors
Illinois
$8.26M +$290K +3,159 +4%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$8.25M – – –
Betterment LLC
216
Betterment LLC
New York
$8.22M +$430K +4,686 +6%
BF
217
Blankinship & Foster
California
$8.16M -$266K -2,897 -3%
MCWS
218
McKinley Carter Wealth Services
West Virginia
$8.04M +$459K +5,010 +6%
TWP
219
Triad Wealth Partners
Kansas
$7.99M +$3.4M +37,105 +74%
CSP
220
Cary Street Partners
Virginia
$7.99M +$7.99M +87,150 New
EWM
221
Edge Wealth Management
New York
$7.93M +$680K +7,422 +9%
HI
222
Harbour Investments
Wisconsin
$7.85M +$294K +3,211 +4%
PFG
223
PAX Financial Group
Texas
$7.84M -$217K -2,363 -3%
GWM
224
Geneos Wealth Management
Colorado
$7.82M +$110K +1,198 +1%
PCP
225
Proficio Capital Partners
Massachusetts
$7.79M +$2.73M +29,809 +54%
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