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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 %
FWA
601
FSC Wealth Advisors
New York
$505K +$47K +491 +10%
PCA
602
Pallas Capital Advisors
Massachusetts
$504K -$206K -2,206 -29%
FIM
603
Freedom Investment Management
Connecticut
$502K +$142K +1,486 +40%
PIA
604
Pinion Investment Advisors
Kansas
$501K +$501K +5,231 New
CCG
605
Catalina Capital Group
California
$498K -$32.9K -343 -6%
SP
606
Successful Portfolios
Florida
$498K +$1.44K +15 +0.3%
O3W
607
Omni 360 Wealth
New Jersey
$488K +$17.7K +185 +4%
WAL
608
W Advisors LLC
Tennessee
$486K +$91.7K +957 +23%
TPCW
609
TD Private Client Wealth
New York
$485K -$6.52K -68 -1%
PFA
610
Pinnacle Family Advisors
Missouri
$483K -$98.5K -1,028 -17%
WHG
611
Westwood Holdings Group
Texas
$475K -$400K -4,170 -46%
CWP
612
Core Wealth Partners
California
$461K +$131K +1,372 +40%
PA
613
PFG Advisors
Arizona
$460K -$233K -2,430 -34%
SL
614
Sentinus LLC
Illinois
$454K -$17.8M -80,472 -98%
KWA
615
Kingswood Wealth Advisors
California
$452K +$71.3K +744 +19%
FSA
616
Financial Sense Advisors
California
$451K +$187K +1,951 +71%
ECA
617
Elevated Capital Advisors
Utah
$444K +$444K +4,637 New
MHB
618
Midwest Heritage Bank
Iowa
$438K +$958 +10 +0.2%
USCWA
619
U.S. Capital Wealth Advisors
Texas
$437K +$437K +4,561 New
OAP
620
One Advisory Partners
Kansas
$436K +$34.9K +364 +9%
FWP
621
FAS Wealth Partners
Kansas
$432K -$6.9K -72 -2%
FFL
622
Financial Freedom LLC
Ohio
$428K +$4.22K +44 +1%
FPWM
623
FSB Premier Wealth Management
Iowa
$427K -$387K -4,037 -48%
PJSIMP
624
P.J. Schmidt Investment Management (PJS)
Wisconsin
$427K +$5.27K +55 +1%
FA
625
Flagstar Advisors
New York
$426K -$45.2K -472 -10%
23 24
25
26 27