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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 %
AFG
276
Atomi Financial Group
New York
$4.93M -$16.7K -174 -0.3%
RA
277
Rational Advisors
New York
$4.91M -$5.27M -54,997 -52%
EP
278
Essential Planning
New Hampshire
$4.87M -$20.5K -214 -0.4%
FAT
279
First American Trust
California
$4.83M -$29.4K -307 -0.6%
CAL
280
Capital Analysts LLC
Pennsylvania
$4.83M +$1.62M +16,921 +51%
BFG
281
Buttonwood Financial Group
Missouri
$4.8M -$50K -522 -1%
HCM
282
Hudson Capital Management
New Jersey
$4.8M +$55.3K +577 +1%
TWP
283
Triad Wealth Partners
Kansas
$4.8M +$4.79M +50,029 +217,517%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$4.77M -$72.5K -757 -1%
SAM
285
Stansberry Asset Management
Texas
$4.71M -$287K -2,991 -6%
BAM
286
Belpointe Asset Management
Nevada
$4.68M -$13.4K -140 -0.3%
OAM
287
Oppenheimer Asset Management
New York
$4.63M +$92K +960 +2%
PFA
288
Pettinga Financial Advisors
Indiana
$4.58M +$215K +2,243 +5%
TW
289
Trajan Wealth
Arizona
$4.53M -$133K -1,392 -3%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$4.48M -$1.26M -13,125 -22%
CWS
291
Cypress Wealth Services
California
$4.46M +$11.5K +120 +0.3%
CM
292
Columbus Macro
Pennsylvania
$4.41M +$663K +6,979 +18%
CCWA
293
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M -$47.1K -492 -1%
GL
294
Graypoint LLC
New York
$4.37M -$543K -5,668 -11%
RAM
295
Riggs Asset Management
Pennsylvania
$4.36M +$3.18M +33,173 +270%
ATS
296
Ashton Thomas Securities
New York
$4.34M -$68.9K -719 -2%
CWM
297
Centurion Wealth Management
Virginia
$4.17M +$4.17M +43,567 New
SW
298
Simplicity Wealth
New Jersey
$4.17M -$323K -3,371 -7%
P
299
&Partners
Tennessee
$4.15M +$3.86M +39,604 +1,337%
SSWM
300
Smith Salley Wealth Management
North Carolina
$4.05M +$165K +1,723 +4%
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