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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 %
FPGK
251
Financial Partners Group (Kansas)
Kansas
$5.98M +$5.98M +62,393 New
MWAM
252
Manhattan West Asset Management
California
$5.95M +$364K +3,797 +7%
SWC
253
Spectrum Wealth Counsel
Indiana
$5.91M +$93.1K +972 +2%
IA
254
IFG Advisory
Georgia
$5.86M +$998K +10,416 +21%
CAM
255
Cobblestone Asset Management
Virginia
$5.82M +$13.7K +143 +0.2%
SWM
256
SigFig Wealth Management
California
$5.79M -$60.9K -633 -1%
GFS
257
GYL Financial Synergies
Connecticut
$5.75M +$55.8K +582 +1%
FA
258
Forefront Analytics
Pennsylvania
$5.71M -$153K -1,595 -3%
CWM
259
Congress Wealth Management
Massachusetts
$5.7M +$43.1K +450 +0.8%
Legacy Financial Group (Iowa)
260
Legacy Financial Group (Iowa)
Iowa
$5.59M +$210K +2,196 +4%
ESL
261
Endurance Services Ltd
New York
$5.51M – – –
ASN
262
Advisory Services Network
Georgia
$5.48M – – –
WA
263
Wealth Alliance
New York
$5.47M +$202K +2,106 +4%
NCM
264
Northwest Capital Management
Oregon
$5.46M -$22.3K -233 -0.4%
LWM
265
Liberty Wealth Management
California
$5.4M -$10.6M -110,966 -66%
BEI
266
Benjamin Edwards Inc
Missouri
$5.38M +$5.38M +56,133 New
BWAM
267
Boyd Watterson Asset Management
Ohio
$5.33M +$385K +4,020 +8%
FPCP
268
Fort Point Capital Partners
California
$5.33M +$443K +4,627 +9%
PCP
269
Proficio Capital Partners
Massachusetts
$5.28M -$52.2K -545 -1%
LA
270
Lindenwold Advisors
Pennsylvania
$5.26M -$178K -1,853 -3%
SPIA
271
Steward Partners Investment Advisory
New York
$5.13M -$39K -407 -0.8%
AA
272
Ancora Advisors
Ohio
$5.1M +$761K +7,940 +18%
DL
273
DOHJ LLC
Washington
$5.09M -$978K -10,224 -16%
TVM
274
True Vision MN
Minnesota
$5.03M +$346K +3,608 +7%
BFG
275
Beacon Financial Group
Texas
$4.99M +$489K +5,104 +11%
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