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iShares MBS ETF
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Overview Fund Activity

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$529M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$230M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$135M
4
Bank of America
Bank of America
North Carolina
+$131M
5
LPL Financial
LPL Financial
California
+$109M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$510M
2
SWM
Scissortail Wealth Management
Oklahoma
-$313M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$81.5M
4
SEI Investments
SEI Investments
Pennsylvania
-$45.8M
5
MWA
Midland Wealth Advisors
Illinois
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
226
Pacific Sage Partners
Washington
$7.29M -$52.2K -545 -0.7%
LA
227
LVW Advisors
New York
$7.19M +$279K +2,907 +4%
PCA
228
Prosperity Capital Advisors
Ohio
$7.12M +$1.11M +11,548 +18%
OL
229
Optas LLC
Texas
$7.06M +$44.2K +461 +0.6%
RIA
230
Regal Investment Advisors
Michigan
$6.99M +$2.2M +22,946 +46%
BWP
231
Bernardo Wealth Planning
Pennsylvania
$6.98M +$742K +7,892 +12%
LCC
232
Lincoln Capital Corp
Rhode Island
$6.96M +$67.6K +706 +1%
CCMG
233
Clark Capital Management Group
Pennsylvania
$6.88M +$6.88M +71,760 New
JSW
234
Journey Strategic Wealth
New Jersey
$6.78M +$1.71M +17,853 +34%
B
235
Bailard
California
$6.72M +$1.94M +20,265 +41%
SFG
236
Snider Financial Group
Washington
$6.67M +$18.7K +195 +0.3%
CL
237
Choreo LLC
Illinois
$6.64M -$205K -2,131 -3%
PA
238
Parkside Advisors
California
$6.63M -$148K -1,545 -2%
KFSC
239
Keystone Financial Services (Colorado)
Colorado
$6.61M -$41.2K -430 -0.6%
BHWM
240
Bay Harbor Wealth Management
Maryland
$6.52M +$145K +1,518 +2%
Invesco
241
Invesco
Georgia
$6.49M +$154K +1,612 +2%
AWMT
242
AAFMAA Wealth Management & Trust
North Carolina
$6.41M +$56.7K +592 +0.9%
SXL
243
Summit X LLC
Missouri
$6.41M -$225K -2,456 -3%
SA
244
Scarborough Advisors
Maryland
$6.34M +$6.34M +66,163 New
IWM
245
IHT Wealth Management
Illinois
$6.33M +$3.19M +33,346 +102%
FEG
246
Financial Enhancement Group
Indiana
$6.33M +$5.81M +61,781 +1,124%
SSA
247
Schonfeld Strategic Advisors
New York
$6.31M -$1.27M -13,263 -17%
EH
248
Equitable Holdings
New York
$6.29M +$418K +4,363 +7%
SVWG
249
Shared Vision Wealth Group
United States
$6.23M +$127K +1,323 +2%
WWA
250
WCG Wealth Advisors
Nevada
$6.01M +$1.13M +11,810 +23%
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