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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.

Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.11%
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
1
Jane Street
New York
$779M
2
DWM
2
Dynasty Wealth Management
Florida
$158M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$231M
4
State Street
4
State Street
Massachusetts
$109M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$145M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33B
3
Bank of America
3
Bank of America
North Carolina
$6.61B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$29.5M
5
US Bancorp
5
US Bancorp
Minnesota
$55.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.61B 71,545,155 -3,779,535 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.33B 25,243,920 -4,977,939 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.05B 22,207,494 +859,530 +4%
LPL Financial
4
LPL Financial
California
$1.56B 16,893,562 -312,592 -2%
Ameriprise
5
Ameriprise
Minnesota
$1.26B 13,614,889 -43,204 -0.3%
Jane Street
6
Jane Street
New York
$779M 8,429,084 +7,116,171 +542%
Morgan Stanley
7
Morgan Stanley
New York
$708M 7,657,956 -6,468,388 -46%
CSIA
8
Charles Schwab Investment Advisory
California
$496M 5,368,826 -92,076 -2%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$431M 4,661,182 +493,780 +12%
Stifel Financial
10
Stifel Financial
Missouri
$328M 3,552,022 +527,758 +17%
Truist Financial
11
Truist Financial
North Carolina
$324M 3,502,304 +301,116 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$318M 3,437,850 -99,206 -3%
Wells Fargo
13
Wells Fargo
California
$301M 3,252,902 +231,144 +8%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$281M 3,036,443 +91,965 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$258M 2,792,215 +164,686 +6%
AF
16
Allworth Financial
California
$257M 2,777,089 +152,564 +6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$231M 2,494,119 +1,526,826 +158%
BlackRock
18
BlackRock
New York
$223M 2,415,680 -183,798 -7%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$215M 2,321,736 -6,304 -0.3%
RWP
20
RWA Wealth Partners
Massachusetts
$211M 2,278,662 +43,102 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$186M 2,012,251 -160,058 -7%
SEI Investments
22
SEI Investments
Pennsylvania
$183M 1,976,660 +100,010 +5%
UBS Group
23
UBS Group
Switzerland
$175M 1,898,736 +153,665 +9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$166M 1,801,249 -94,192 -5%
MWA
25
Midland Wealth Advisors
Illinois
$160M 1,727,134 +117,214 +7%
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