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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 %
HPM
351
Hoxton Planning & Management
West Virginia
$2.82M +$65.5K +684 +2%
VHAM
352
Van Hulzen Asset Management
California
$2.82M +$157K +1,641 +6%
PW
353
Peninsula Wealth
California
$2.81M +$239K +2,533 +9%
MWM
354
Maripau Wealth Management
Indiana
$2.8M +$207K +2,159 +8%
BBA
355
Braun-Bostich & Associates
Pennsylvania
$2.76M -$75.8K -791 -3%
MLA
356
My Legacy Advisors
Oregon
$2.75M -$1.13M -11,777 -29%
AWM
357
Axxcess Wealth Management
California
$2.72M +$2.17M +22,599 +391%
SWP
358
ShoreHaven Wealth Partners
New Jersey
$2.67M -$125K -1,308 -4%
SWM
359
Stockman Wealth Management
Montana
$2.65M +$2.65M +27,665 New
AWM
360
Apollon Wealth Management
South Carolina
$2.65M +$220K +2,292 +9%
CC
361
Copperleaf Capital
North Carolina
$2.64M +$22K +230 +0.8%
MWM
362
Mosley Wealth Management
California
$2.64M +$179K +1,911 +7%
MYIA
363
Mount Yale Investment Advisors
Colorado
$2.61M -$136K -1,422 -5%
PPC
364
Park Place Capital
Alabama
$2.58M -$131K -1,368 -5%
HPFG
365
Hart & Patterson Financial Group
Massachusetts
$2.51M -$1.09M -11,398 -30%
JCM
366
Jacobi Capital Management
Pennsylvania
$2.5M +$288K +3,005 +13%
CCM
367
Crabel Capital Management
California
$2.47M +$1.05M +10,944 +74%
AF
368
Advisornet Financial
Minnesota
$2.47M -$18.2K -190 -0.7%
FM
369
Foster & Motley
Ohio
$2.44M -$253K -2,641 -9%
AWA
370
Adapt Wealth Advisors
Georgia
$2.4M -$1.75M -18,241 -42%
WTB
371
Washington Trust Bank
Washington
$2.38M – – –
CCA
372
Cobblestone Capital Advisors
New York
$2.37M +$47.4K +495 +2%
RB
373
Renasant Bank
Mississippi
$2.35M -$59.9K -625 -2%
AWA
374
Arkadios Wealth Advisors
Georgia
$2.34M +$145K +1,513 +7%
DLCIG
375
D.L. Carlson Investment Group
New Hampshire
$2.32M +$2.32M +24,235 New
13 14
15
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