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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 %
DADC
401
D.A. Davidson & Co
Montana
$1.88M +$251K +2,622 +15%
GIA
402
GHP Investment Advisors
Colorado
$1.87M +$15.9K +166 +0.9%
NCFG
403
New Century Financial Group
New Jersey
$1.87M -$240K -2,500 -11%
QPWM
404
Quadrant Private Wealth Management
Pennsylvania
$1.87M -$89K -929 -5%
TPWA
405
TRUE Private Wealth Advisors
Oregon
$1.86M -$85.4K -891 -4%
BBHC
406
Brown Brothers Harriman & Co
New York
$1.86M – – –
SAS
407
Stelac Advisory Services
New York
$1.83M +$308K +3,213 +20%
DG
408
DMC Group
Alabama
$1.83M +$109K +1,141 +6%
VPA
409
Vernal Point Advisors
California
$1.82M – – –
SB
410
Strategic Blueprint
Georgia
$1.79M +$11.1K +116 +0.6%
DFCM
411
Dark Forest Capital Management
Puerto Rico
$1.79M +$651K +6,797 +57%
CAAS
412
Capital Asset Advisory Services
Michigan
$1.77M +$1.77M +18,710 New
KC
413
Kepos Capital
New York
$1.75M -$594K -6,200 -25%
FWP
414
Firethorn Wealth Partners
Georgia
$1.73M -$54.3K -567 -3%
CIA
415
Concurrent Investment Advisors
Florida
$1.72M +$45.3K +473 +3%
CWA
416
Clearview Wealth Advisors
Oregon
$1.72M +$175K +1,826 +11%
WWM
417
Western Wealth Management
Colorado
$1.72M +$254K +2,654 +17%
WP
418
WealthPLAN Partners
Nebraska
$1.71M -$7.95K -83 -0.5%
SWM
419
Scissortail Wealth Management
Oklahoma
$1.68M -$313M -17,084 -99%
AR
420
Advisory Research
Illinois
$1.68M – – –
OWP
421
ORG Wealth Partners
Texas
$1.66M +$1.66M +17,369 New
RIM
422
Redwood Investment Management
Arizona
$1.65M +$83.8K +874 +5%
RF
423
RHS Financial
California
$1.65M +$345K +3,603 +26%
TC
424
Trilogy Capital
California
$1.65M +$54.2K +566 +3%
TPWA
425
Twin Peaks Wealth Advisors
California
$1.64M +$211K +2,203 +15%
15 16
17
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