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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 %
SFG
526
Sovereign Financial Group
Connecticut
$787K -$19.3K -201 -2%
SWG
527
Summit Wealth Group
Vermont
$784K +$46.2K +483 +6%
B
528
Barings
North Carolina
$776K – – –
AQR Capital Management
529
AQR Capital Management
Connecticut
$773K +$773K +8,072 New
TWM
530
Trinity Wealth Management
Pennsylvania
$773K +$177K +1,848 +30%
William Blair & Company
531
William Blair & Company
Illinois
$767K +$72K +751 +10%
PFS
532
Prospera Financial Services
Texas
$766K -$932K -9,688 -55%
PWMG
533
Pinnacle Wealth Management Group
Michigan
$760K -$6.27M -65,419 -89%
JWM
534
JGP Wealth Management
Oregon
$756K +$105K +1,099 +16%
NGA
535
Naples Global Advisors
Florida
$755K +$68.7K +717 +10%
RSA
536
River Street Advisors
Illinois
$754K +$109K +1,134 +17%
HCA
537
Heck Capital Advisors
Wisconsin
$754K +$737K +7,689 +4,179%
UFA
538
US Financial Advisors
Massachusetts
$747K -$89.9K -938 -11%
RJT
539
Raymond James Trust
Florida
$746K -$31.8K -332 -4%
TPA
540
Trivium Point Advisory
Connecticut
$746K +$746K +8,075 New
JIP
541
Jaffetilchin Investment Partners
Florida
$746K +$8.34K +87 +1%
AC
542
Annandale Capital
Texas
$732K -$20.6K -215 -3%
Koshinski Asset Management
543
Koshinski Asset Management
Illinois
$731K -$13.3K -139 -2%
MHR
544
Matthew Hamilton Rosenberg
$721K +$157K +1,643 +28%
MA
545
MKT Advisors
California
$718K +$91.4K +955 +15%
CC
546
Cypress Capital
Tennessee
$718K -$9.58K -100 -1%
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$712K +$286K +2,989 +67%
MWS
548
Maxwell Wealth Strategies
California
$711K -$73.3K -789 -9%
SF
549
Summit Financial
New Jersey
$711K +$17.2K +180 +2%
ACM
550
Absolute Capital Management
Pennsylvania
$706K +$117K +1,221 +20%
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