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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 %
FTS
451
Fifth Third Securities
Ohio
$1.33M -$1.05K -11 -0.1%
HF
452
HRT Financial
New York
$1.33M +$1.33M +13,872 New
LBC
453
Lowe Brockenbrough & Co
Virginia
$1.29M -$105K -1,100 -8%
SWM
454
Silverlake Wealth Management
Vermont
$1.29M +$666K +6,954 +107%
RFP
455
RCS Financial Planning
Maryland
$1.28M +$28.3K +295 +2%
PIA
456
Perennial Investment Advisors
California
$1.28M -$139K -1,453 -10%
WFS
457
WealthGarden F.S.
California
$1.26M +$394K +4,112 +46%
NP
458
NorthRock Partners
Minnesota
$1.26M -$360K -3,759 -22%
FHC
459
First Heartland Consultants
Missouri
$1.26M +$180K +1,884 +17%
CCC
460
Chesapeake Capital Corp
Florida
$1.25M +$273K +2,839 +28%
TI
461
Tidal Investments
Wisconsin
$1.24M +$37.1K +389 +3%
CIP
462
Chartwell Investment Partners
Pennsylvania
$1.24M – – –
BIG
463
Bush Investment Group
Georgia
$1.22M +$57.8K +603 +5%
SFS
464
Sowell Financial Services
Arkansas
$1.2M -$79.6K -831 -6%
KWM
465
Keebeck Wealth Management
Illinois
$1.18M +$269K +2,805 +30%
GVAG
466
Great Valley Advisor Group
Delaware
$1.16M +$245K +2,553 +27%
EC
467
Estate Counselors
Wisconsin
$1.16M +$1.16M +12,065 New
BP
468
BNP Paribas
France
$1.15M – – –
PI
469
PFG Investments
New York
$1.14M +$1.14M +11,892 New
SPI
470
Sutton Place Investors
New York
$1.13M -$40.4K -422 -3%
TWP
471
Tempus Wealth Planning
California
$1.12M +$144K +1,506 +15%
FPAS
472
Focus Partners Advisor Solutions
Missouri
$1.11M -$53.6K -559 -5%
LIA
473
LifePlan Investment Advisors
North Carolina
$1.1M +$123K +1,279 +13%
CCM
474
Coldstream Capital Management
Washington
$1.1M -$4.31K -45 -0.4%
MC
475
Moors & Cabot
Massachusetts
$1.09M -$20K -209 -2%
17 18
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