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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 %
HCM
276
Hudson Capital Management
New Jersey
$4.55M +$112K +1,217 +3%
BAM
277
Belpointe Asset Management
Nevada
$4.49M +$939K +10,230 +26%
TVM
278
True Vision MN
Minnesota
$4.49M +$302K +3,289 +7%
TW
279
Trajan Wealth
Arizona
$4.47M -$298K -3,243 -6%
Nuveen Asset Management
280
Nuveen Asset Management
Illinois
$4.39M – – –
OAM
281
Oppenheimer Asset Management
New York
$4.35M +$1.5M +16,340 +53%
HTC
282
Haverford Trust Company
Pennsylvania
$4.34M -$45.3M -492,996 -91%
BFG
283
Beacon Financial Group
Texas
$4.31M +$760K +8,280 +21%
HI
284
Harbour Investments
Wisconsin
$4.31M +$1.56M +17,044 +57%
SW
285
Simplicity Wealth
New Jersey
$4.3M +$384K +4,184 +10%
CWS
286
Cypress Wealth Services
California
$4.27M -$89.7K -977 -2%
ATS
287
Ashton Thomas Securities
New York
$4.26M +$4.26M +46,021 New
CCWA
288
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.24M -$128K -1,395 -3%
ACA
289
Aptus Capital Advisors
Alabama
$4.19M +$340K +3,701 +9%
PFA
290
Pettinga Financial Advisors
Indiana
$4.18M +$253K +2,755 +6%
AA
291
Ancora Advisors
Ohio
$4.16M +$1.96M +21,320 +89%
AWA
292
Adapt Wealth Advisors
Georgia
$3.98M -$1.67M -18,171 -30%
DAS
293
Diversify Advisory Services
Utah
$3.93M +$345K +3,736 +10%
M&T Bank
294
M&T Bank
New York
$3.88M -$1.64M -17,874 -30%
JIR
295
James Investment Research
Ohio
$3.85M +$72.1K +785 +2%
KPWS
296
Kestra Private Wealth Services
Texas
$3.79M -$401K -4,365 -10%
OP
297
ORG Partners
Indiana
$3.76M +$3.76M +41,408 New
SFA
298
Semmax Financial Advisors
North Carolina
$3.76M +$330K +3,480 +10%
SSWM
299
Smith Salley Wealth Management
North Carolina
$3.72M +$43K +468 +1%
IWS
300
Insight Wealth Strategies
California
$3.72M +$335K +3,644 +10%
10 11
12
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