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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 %
MG
476
Mather Group
Illinois
$1.08M -$6.88M -71,784 -86%
BF
477
BOK Financial
Oklahoma
$1.07M +$333K +3,495 +45%
HIM
478
Hanlon Investment Management
New Jersey
$1.06M +$195K +2,037 +23%
MFG
479
Magnus Financial Group
New York
$1.06M +$374K +3,904 +55%
MCC
480
Maiden Cove Capital
Maine
$1.05M -$186K -1,939 -15%
CF
481
Centaurus Financial
California
$1.05M +$655K +6,838 +167%
GWP
482
Gen-Wealth Partners
Michigan
$1.04M -$103K -1,104 -9%
CCFM
483
Clear Creek Financial Management
Washington
$1.03M +$116K +1,214 +13%
HSBC Holdings
484
HSBC Holdings
United Kingdom
$1.03M -$1.15M -12,042 -53%
FCP
485
Fidelis Capital Partners
Florida
$1.03M +$153K +1,642 +17%
FT
486
Fiduciary Trust
Massachusetts
$1.03M +$348K +3,635 +51%
AWA
487
Arete Wealth Advisors
Illinois
$1.01M -$224K -2,336 -18%
D
488
Diversified
Delaware
$1.01M -$9.39K -98 -0.9%
DE
489
Diversified Enterprises
Delaware
$1.01M +$1.01M +10,513 New
VPP
490
Vertex Planning Partners
Illinois
$1.01M +$78.7K +821 +8%
Qube Research & Technologies (QRT)
491
Qube Research & Technologies (QRT)
United Kingdom
$999K +$299K +3,117 +43%
AAP
492
Arax Advisory Partners
Colorado
$997K -$105K -1,091 -9%
CPL
493
CAP Partners LLC
Tennessee
$982K +$16.3K +170 +2%
IDBONY
494
Israel Discount Bank of New York
New York
$966K -$658K -6,872 -41%
Point72 Asset Management
495
Point72 Asset Management
Connecticut
$958K +$958K +10,000 New
BAM
496
BOS Asset Management
Illinois
$948K +$256K +2,668 +37%
RFA
497
Resurgent Financial Advisors
Georgia
$944K +$219K +2,282 +30%
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$931K +$12K +125 +1%
CFG
499
Carr Financial Group
Massachusetts
$930K +$24.5K +256 +3%
EFG
500
Elios Financial Group
Ohio
$925K +$925K +9,652 New
18 19
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