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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 %
SWP
376
Stratos Wealth Partners
Ohio
$2.31M -$327K -3,408 -12%
WPW
377
Watershed Private Wealth
Illinois
$2.31M +$122K +1,277 +6%
CFD
378
Creative Financial Designs
Indiana
$2.28M +$75.4K +787 +3%
Capital International Investors
379
Capital International Investors
California
$2.27M -$22.9K -239 -1%
SPAS
380
Spectrum Planning & Advisory Services
California
$2.24M -$1.36M -14,186 -38%
RSWM
381
Robertson Stephens Wealth Management
California
$2.22M +$63.8K +666 +3%
Citigroup
382
Citigroup
New York
$2.2M +$1.83M +19,073 +495%
GM
383
GeoWealth Management
Illinois
$2.17M +$597K +6,228 +38%
RA
384
RFG Advisory
Alabama
$2.17M -$1.7M -17,794 -44%
OP
385
ORG Partners
Indiana
$2.16M -$1.81M -18,837 -45%
IA
386
IFP Advisors
Florida
$2.15M +$202K +2,108 +10%
FHA
387
Flagship Harbor Advisors
Massachusetts
$2.07M +$2.07M +21,579 New
Lido Advisors
388
Lido Advisors
California
$2.04M +$24K +250 +1%
PA
389
Parallel Advisors
California
$2.02M -$140K -1,460 -6%
SAM
390
Strategy Asset Managers
California
$2M -$862 -9 -0%
LPAM
391
Lodestar Private Asset Management
California
$1.98M +$12.6K +131 +0.6%
MFG
392
MidWestOne Financial Group
Iowa
$1.97M +$183K +1,910 +10%
DFG
393
Delphi Financial Group
Delaware
$1.96M – – –
AWM
394
Alterna Wealth Management
Texas
$1.95M +$225K +2,348 +13%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$2.3K +24 +0.1%
MPW
396
MA Private Wealth
California
$1.93M +$16.6K +173 +0.9%
UF
397
Univest Financial
Pennsylvania
$1.92M +$1.92M +20,012 New
CA
398
Claro Advisors
Massachusetts
$1.91M +$1.19M +12,400 +165%
MW
399
Maia Wealth
Colorado
$1.91M +$245K +2,621 +15%
DFC
400
DB Fitzpatrick & Co
Idaho
$1.89M +$16.7K +174 +0.9%
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16
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