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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 %
CFG
501
Cooper Financial Group
California
$923K +$89.8K +937 +11%
SI
502
Stephens Inc
Arkansas
$914K -$16.3M -170,307 -95%
SP
503
SWS Partners
Ohio
$911K -$107K -1,119 -11%
FA
504
FC Advisory
Pennsylvania
$907K +$2.97K +31 +0.3%
SWM
505
Seed Wealth Management
Illinois
$903K – – –
TWCA
506
Two West Capital Advisors
Kansas
$897K +$106K +1,107 +13%
AIM
507
Acropolis Investment Management
Missouri
$889K +$8.53K +89 +1%
PFG
508
Pacific Financial Group
Washington
$885K -$35K -365 -4%
1WA
509
180 Wealth Advisors
Washington
$881K -$97.3K -1,016 -10%
CWP
510
Cyndeo Wealth Partners
Florida
$866K +$78.2K +816 +10%
PB
511
Pinnacle Bancorp
Nebraska
$855K +$36.2K +378 +4%
UB
512
UMB Bank
Missouri
$851K – – –
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$850K +$28.9K +302 +4%
PCM
514
Parsons Capital Management
Rhode Island
$841K -$377K -3,932 -31%
FCBT
515
First Citizens Bank & Trust
North Carolina
$840K +$137K +1,432 +20%
NB
516
NBT Bank
New York
$837K -$93.4K -975 -10%
APC
517
Aspire Private Capital
North Carolina
$837K +$165K +1,727 +25%
LA
518
LexAurum Advisors
Kansas
$835K +$4.79K +50 +0.6%
ECM
519
Evergreen Capital Management
Washington
$829K -$2.87K -30 -0.3%
AA
520
Alesco Advisors
New York
$813K +$88.1K +920 +12%
FA
521
Fermata Advisors
California
$808K +$239K +2,495 +42%
GLA
522
Good Life Advisors
Pennsylvania
$802K +$802K +8,370 New
BA
523
Bristlecone Advisors
Washington
$797K +$468K +4,884 +142%
GIA
524
Gladstone Institutional Advisory
Florida
$794K +$14.9K +155 +2%
SFM
525
Signet Financial Management
New Jersey
$792K -$3.64K -38 -0.5%
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