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iShares MBS ETF
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Overview Fund Activity

827 hedge funds and large institutions have $28.1B invested in iShares MBS ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 374 increasing their positions, 278 reducing their positions, and 88 closing their positions.

Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
12.03%
Holding in Top 10
63
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.5%
% of All Funds
0.92%
New
91
Increased
374
Reduced
278
Closed
88
Calls
$22.2M
Puts
$150M
Net Calls
-$128M
Net Calls Change
-$189M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.55B
2
Charles Schwab
2
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
1
Jane Street
New York
$914K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
3
State Street
Massachusetts
$0
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$167M +$1.53M +16,697 +0.9%
MWA
27
Midland Wealth Advisors
Illinois
$163M +$4.7M +51,205 +3%
OIA
28
OneDigital Investment Advisors
Kansas
$148M +$27.3M +297,115 +23%
UCFA
29
United Capital Financial Advisors
Texas
$138M -$1.96M -21,372 -1%
BTI
30
Blue Trust Inc
Georgia
$136M -$406K -4,391 -0.3%
BA
31
Bridgewater Associates
Connecticut
$134M -$2.23M -24,300 -2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$133M -$4.34M -47,243 -3%
PAS
33
Park Avenue Securities
New York
$130M +$3.79M +41,292 +3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$128M +$5.27M +57,389 +4%
HW
35
Hancock Whitney
Mississippi
$126M +$3.65M +39,710 +3%
MMA
36
Miracle Mile Advisors
California
$125M +$43.4M +472,726 +53%
MML Investors Services
37
MML Investors Services
Massachusetts
$120M +$4.21M +45,856 +4%
MD
38
Money Design
Japan
$110M +$12.7M +138,004 +13%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$103M +$4.4M +47,971 +4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$93.7M -$137M -1,481,900 -59%
Bessemer Group
41
Bessemer Group
New Jersey
$91.3M – – –
Asset Management One
42
Asset Management One
Japan
$86.4M -$6.3M -68,632 -7%
MFG
43
Merit Financial Group
Georgia
$81.4M +$73.7M +802,299 +946%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$75.4M +$74.9M +815,712 +18,155%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$60.7M +$2.33M +25,386 +4%
AWE
46
Avidian Wealth Enterprises
Texas
$58.1M +$2.05M +22,354 +4%
RJA
47
Raymond James & Associates
Florida
$58M +$10.8M +117,865 +23%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$57M -$5.07M -55,185 -8%
SOMRS
49
State of Michigan Retirement System
Michigan
$55.1M -$88.7M -965,800 -62%
AllianceBernstein
50
AllianceBernstein
Tennessee
$53.7M -$1.89M -20,548 -3%
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