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iShares MBS ETF
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Overview Fund Activity

827 hedge funds and large institutions have $28.1B invested in iShares MBS ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 374 increasing their positions, 278 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
12.03%
Holding in Top 10
63
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.5%
% of All Funds
0.92%
New
91
Increased
374
Reduced
278
Closed
88
Calls
$22.2M
Puts
$150M
Net Calls
-$128M
Net Calls Change
-$189M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.5B
2
Charles Schwab
Charles Schwab
California
+$502M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$358M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$260M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$222M

Top Sellers

1
Jane Street
Jane Street
New York
-$773M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$137M
3
State Street
State Street
Massachusetts
-$109M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91M
5
SOMRS
State of Michigan Retirement System
Michigan
-$88.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
226
Keystone Financial Services (Colorado)
Colorado
$6.37M +$358K +3,904 +6%
SFG
227
Snider Financial Group
Washington
$6.37M +$57.8K +630 +0.9%
KIM
228
Kestra Investment Management
Texas
$6.26M +$6.26M +68,153 New
DWM
229
Dakota Wealth Management
Florida
$6.11M +$6.11M +66,555 New
BHWM
230
Bay Harbor Wealth Management
Maryland
$6.11M +$55K +599 +0.9%
BWP
231
Bernardo Wealth Planning
Pennsylvania
$6.09M +$1.03M +11,238 +20%
AWMT
232
AAFMAA Wealth Management & Trust
North Carolina
$6.09M +$143K +1,554 +2%
Invesco
233
Invesco
Georgia
$6.07M +$57.1K +622 +1%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$6.01M +$2.61M +28,456 +77%
WA
235
WBH Advisory
Maryland
$5.9M +$1.74K +19 +0%
SVWG
236
Shared Vision Wealth Group
United States
$5.85M -$402K -4,382 -6%
DL
237
DOHJ LLC
Washington
$5.82M +$157K +1,708 +3%
NW
238
NewEdge Wealth
Pennsylvania
$5.79M +$117K +1,278 +2%
PCA
239
Prosperity Capital Advisors
Ohio
$5.76M +$1.58M +17,248 +38%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$5.76M -$226K -2,460 -4%
EH
241
Equitable Holdings
New York
$5.63M +$354K +3,861 +7%
FA
242
Forefront Analytics
Pennsylvania
$5.62M +$266K +2,896 +5%
SWM
243
SigFig Wealth Management
California
$5.58M +$131K +1,422 +2%
SWC
244
Spectrum Wealth Counsel
Indiana
$5.58M +$524K +5,703 +10%
CAM
245
Cobblestone Asset Management
Virginia
$5.57M -$159K -1,728 -3%
NYLIM
246
New York Life Investment Management
New York
$5.52M +$5.52M +60,161 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$5.5M -$916K -9,975 -14%
ASN
248
Advisory Services Network
Georgia
$5.48M +$558K +6,080 +11%
GFS
249
GYL Financial Synergies
Connecticut
$5.45M +$3.67K +40 +0.1%
CWM
250
Congress Wealth Management
Massachusetts
$5.42M +$64.1K +698 +1%
8 9
10
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