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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 %
UAG
551
United Advisor Group
Ohio
$701K +$701K +7,315 New
AL
552
ADE LLC
Maryland
$687K -$21.6K -225 -3%
DAS
553
Dynamic Advisor Solutions
Arizona
$686K -$260K -2,716 -27%
EWA
554
Evolution Wealth Advisors
Florida
$683K +$70K +731 +11%
JSL
555
JT Stratford LLC
Georgia
$677K +$61.5K +642 +10%
NL
556
NWAM LLC
Washington
$663K +$663K +6,920 New
BIA
557
Bigelow Investment Advisors
Maine
$662K -$1.44K -15 -0.2%
WFC
558
Western Financial Corp
California
$660K +$671 +7 +0.1%
ARC
559
Advisor Resource Council
Texas
$650K +$650K +6,785 New
LA
560
Latitude Advisors
Florida
$645K +$85.8K +896 +15%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$644K +$34.6K +361 +6%
GS
562
GTS Securities
New York
$626K +$406K +4,238 +185%
MOS
563
MGO One Seven
Ohio
$622K +$174K +1,814 +39%
GAA
564
Global Assets Advisory
Florida
$619K -$119K -1,242 -16%
LA
565
Lane & Associates
New Jersey
$615K -$253K -2,641 -29%
SG
566
StoneX Group
New York
$613K +$349K +3,645 +132%
MWA
567
Merkkuri Wealth Advisors
New York
$607K +$81.6K +852 +16%
LFAS
568
Level Four Advisory Services
Texas
$595K +$595K +6,410 New
NEAM
569
New England Asset Management
Connecticut
$594K – – –
CC
570
Courier Capital
New York
$594K – – –
FNBT
571
FineMark National Bank & Trust
Florida
$593K -$7.19K -75 -1%
QP
572
Quartz Partners
New York
$593K +$593K +6,185 New
BFA
573
Beacon Financial Advisory
Ohio
$591K +$9.1K +95 +2%
1WM
574
1900 Wealth Management
Texas
$590K -$69.4K -724 -11%
AG
575
AlTi Global
New York
$586K +$374K +3,904 +176%
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