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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 %
SCA
326
Snowden Capital Advisors
New York
$3.39M +$64.8K +676 +2%
CAM
327
Cresset Asset Management
Illinois
$3.39M -$121K -1,260 -3%
IAN
328
Integrated Advisors Network
Texas
$3.38M +$39.2K +409 +1%
WF
329
Wayfinding Financial
Washington
$3.38M +$3.38M +35,242 New
Brown Advisory
330
Brown Advisory
Maryland
$3.34M +$385K +4,019 +13%
HTC
331
Haverford Trust Company
Pennsylvania
$3.28M -$1.26M -13,102 -28%
CNC
332
Citizens & Northern Corp
Pennsylvania
$3.26M +$610K +6,365 +23%
VCP
333
Verus Capital Partners
Arizona
$3.23M +$578K +6,032 +22%
SL
334
SWMG LLC
Texas
$3.23M +$164K +1,775 +5%
SA
335
Sunesis Advisors
Kansas
$3.2M +$66.1K +690 +2%
FCC
336
Florin Court Capital
United Kingdom
$3.15M +$3.15M +32,900 New
KPWS
337
Kestra Private Wealth Services
Texas
$3.12M -$841K -8,774 -21%
M&T Bank
338
M&T Bank
New York
$3.09M -$966K -10,087 -24%
S
339
Sachetta
Massachusetts
$3.03M -$159K -1,655 -5%
OC
340
Oarsman Capital
Wisconsin
$3.03M -$59.4K -620 -2%
TWM
341
Tradition Wealth Management
Minnesota
$3.02M +$31.9K +333 +1%
SSWM
342
Sheets Smith Wealth Management
North Carolina
$3.01M -$56.6K -591 -2%
EFG
343
Ehrlich Financial Group
California
$2.96M -$218K -2,277 -7%
AFP
344
Alpha Financial Partners
Kentucky
$2.96M +$2.96M +30,894 New
FA
345
Faithward Advisors
Pennsylvania
$2.91M +$2.91M +30,343 New
SC
346
Sierra Capital
Florida
$2.91M +$226K +2,356 +8%
C1AG
347
Client 1st Advisory Group
Florida
$2.91M +$495K +5,162 +21%
RCS
348
Retirement Capital Strategies
California
$2.89M +$1.14M +11,853 +65%
QFA
349
Quattro Financial Advisors
Texas
$2.88M – – –
Jones Financial Companies
350
Jones Financial Companies
Missouri
$2.83M +$624K +6,502 +28%
12 13
14
15 16