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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.

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
1
JPMorgan Chase & Co
New York
$4.74B
2
EP
2
Essential Planning
New Hampshire
$308M
3
LPL Financial
3
LPL Financial
California
$2B
4
Bank of America
4
Bank of America
North Carolina
$6.97B
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$443M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.7M
2
UBS AM
2
UBS AM
Illinois
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$7.61M
4
Jane Street
4
Jane Street
New York
$3.88M
5
HCM
5
Hilton Capital Management
New York
$32.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.97B 75,986,265 +1,826,521 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.74B 51,720,881 +17,056,138 +49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.64B 28,770,337 +1,336,608 +5%
LPL Financial
4
LPL Financial
California
$2B 21,858,016 +2,668,319 +14%
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.81B 19,701,940 +1,436,342 +8%
Ameriprise
6
Ameriprise
Minnesota
$1.33B 14,523,151 +536,483 +4%
Morgan Stanley
7
Morgan Stanley
New York
$782M 8,535,034 +589,586 +7%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$768M 8,378 +746 +10%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$494M 5,392,178 +524,695 +11%
State of Tennessee, Department of Treasury
10
State of Tennessee, Department of Treasury
Tennessee
$443M 4,833,636 +1,512,788 +46%
Stifel Financial
11
Stifel Financial
Missouri
$358M 3,906,155 +355,743 +10%
Truist Financial
12
Truist Financial
North Carolina
$339M 3,701,493 -176,679 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$324M 3,533,548 +258,036 +8%
AF
14
Allworth Financial
California
$316M 3,439,456 +369,555 +12%
EP
15
Essential Planning
New Hampshire
$308M 3,311,529 +3,260,687 +6,413%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$301M 3,286,521 +262,187 +9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$269M 2,931,127 +121,689 +4%
Wells Fargo
18
Wells Fargo
California
$235M 2,568,385 -28,190 -1%
BlackRock
19
BlackRock
New York
$224M 2,443,568 +225,883 +10%
RWP
20
RWA Wealth Partners
Massachusetts
$220M 2,403,354 +55,789 +2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$218M 2,377,610 -12,367 -0.5%
SEI Investments
22
SEI Investments
Pennsylvania
$189M 2,057,175 +147,930 +8%
DWM
23
Dynasty Wealth Management
Florida
$181M 1,970,053 -428,859 -18%
MML Investors Services
24
MML Investors Services
Massachusetts
$179M 1,953,940 +298,394 +18%
QWP
25
Quotient Wealth Partners
Texas
$176M 1,923,148 +64,491 +3%
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