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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 %
MWM
301
Modern Wealth Management
Kansas
$4.05M +$693K +7,230 +21%
JIR
302
James Investment Research
Ohio
$3.96M -$53.4K -557 -1%
FFN
303
Focus Financial Network
Minnesota
$3.95M +$148K +1,546 +4%
IA
304
Inspire Advisors
Idaho
$3.9M +$783K +8,169 +25%
PG
305
Proffitt & Goodson
Tennessee
$3.84M +$501K +5,226 +15%
MIS
306
Morningstar Investment Services
Illinois
$3.82M +$850K +8,839 +29%
FAM
307
Family Asset Management
South Carolina
$3.82M +$1.76M +18,398 +86%
MA
308
Mutual Advisors
Nebraska
$3.79M +$205K +2,200 +6%
WP
309
WealthShield Partners
North Carolina
$3.78M +$42.5K +444 +1%
MFA
310
Mayflower Financial Advisors
Massachusetts
$3.75M +$295K +3,080 +9%
Cerity Partners
311
Cerity Partners
New York
$3.74M +$19.7K +206 +0.5%
SFA
312
Semmax Financial Advisors
North Carolina
$3.74M +$74.6K +808 +2%
SAW
313
Signal Advisors Wealth
Michigan
$3.73M +$3.73M +38,908 New
AR
314
Apeiron RIA
Texas
$3.71M +$179K +1,871 +5%
PTC
315
Private Trust Company
Ohio
$3.66M +$352K +3,674 +11%
KV
316
Kickstand Ventures
New York
$3.66M +$256K +2,668 +8%
JE
317
JMAC Enterprises
Pennsylvania
$3.62M +$408K +4,262 +13%
FHA
318
First Horizon Advisors
Tennessee
$3.6M +$504K +5,264 +16%
TW
319
TritonPoint Wealth
Maryland
$3.56M -$313K -3,257 -8%
CAG
320
Csenge Advisory Group
Florida
$3.52M +$834K +8,852 +31%
HB
321
HTLF Bank
Colorado
$3.48M -$5.93M -61,868 -63%
CWA
322
Centennial Wealth Advisory
Michigan
$3.47M +$3.47M +36,230 New
TC
323
TownSquare Capital
Utah
$3.44M -$2.05M -21,381 -37%
SC
324
Syon Capital
California
$3.44M +$249K +2,598 +8%
DAS
325
Diversify Advisory Services
Utah
$3.4M -$588K -6,289 -15%
11 12
13
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