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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 %
SL
326
SWMG LLC
Texas
$3.05M -$255K -2,773 -8%
EFG
327
Ehrlich Financial Group
California
$3.05M +$5.33K +58 +0.2%
IWM
328
IHT Wealth Management
Illinois
$3.01M +$542K +5,908 +22%
SA
329
Sunesis Advisors
Kansas
$3M +$14.9K +162 +0.5%
IA
330
Inspire Advisors
Idaho
$2.99M +$2.99M +32,541 New
FHA
331
First Horizon Advisors
Tennessee
$2.96M +$199K +2,163 +7%
OC
332
Oarsman Capital
Wisconsin
$2.96M -$815K -8,875 -22%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$2.93M -$250K -2,724 -8%
TWM
334
Tradition Wealth Management
Minnesota
$2.86M +$34.5K +376 +1%
MIS
335
Morningstar Investment Services
Illinois
$2.85M +$816K +8,844 +40%
Brown Advisory
336
Brown Advisory
Maryland
$2.83M +$3.21K +35 +0.1%
QFA
337
Quattro Financial Advisors
Texas
$2.81M -$650K -7,083 -19%
BBA
338
Braun-Bostich & Associates
Pennsylvania
$2.72M +$1.43M +15,573 +111%
SWP
339
ShoreHaven Wealth Partners
New Jersey
$2.68M -$49.9K -543 -2%
HPM
340
Hoxton Planning & Management
West Virginia
$2.64M +$163K +1,778 +7%
MYIA
341
Mount Yale Investment Advisors
Colorado
$2.63M +$323K +3,519 +14%
CAG
342
Csenge Advisory Group
Florida
$2.62M -$228K -2,480 -8%
PPC
343
Park Place Capital
Alabama
$2.6M -$1.34M -14,543 -34%
FM
344
Foster & Motley
Ohio
$2.58M -$189K -2,061 -7%
SC
345
Sierra Capital
Florida
$2.57M +$630K +6,863 +32%
VHAM
346
Van Hulzen Asset Management
California
$2.55M +$38.9K +424 +2%
VCP
347
Verus Capital Partners
Arizona
$2.54M +$782K +8,517 +44%
CNC
348
Citizens & Northern Corp
Pennsylvania
$2.54M – – –
SWP
349
Stratos Wealth Partners
Ohio
$2.53M +$36.6K +399 +1%
PW
350
Peninsula Wealth
California
$2.53M +$740K +7,952 +41%
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