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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 %
MIA
651
MMBG Investment Advisors
Florida
$340K +$340K +3,551 New
WFA
652
WMG Financial Advisors
Tennessee
$339K +$30.6K +319 +10%
VAMG
653
Voisard Asset Management Group
Michigan
$339K +$339K +3,537 New
AWM
654
Avaii Wealth Management
Wisconsin
$337K -$706K -7,366 -68%
MAM
655
Madison Asset Management
Wisconsin
$337K -$6.97M -72,715 -95%
MMG
656
Monetary Management Group
Missouri
$335K – – –
AFP
657
Ausdal Financial Partners
Iowa
$332K -$188K -1,959 -36%
IFS
658
Ifrah Financial Services
Arkansas
$332K +$5.08K +53 +2%
SFA
659
Sequoia Financial Advisors
Ohio
$331K -$17.5K -183 -5%
PPP
660
Private Portfolio Partners
New Jersey
$330K +$330K +3,448 New
WPWM
661
Windward Private Wealth Management
Kansas
$328K -$8.24K -86 -2%
PVI
662
Pine Valley Investments
New Jersey
$328K +$958 +10 +0.3%
RFA
663
RTD Financial Advisors
Pennsylvania
$324K +$383 +4 +0.1%
EGA
664
Eagle Global Advisors
Texas
$321K – – –
CSB
665
City State Bank
Iowa
$317K – – –
LPT
666
Legacy Private Trust
Wisconsin
$315K – – –
VA
667
Valmark Advisers
Ohio
$315K -$108K -1,130 -26%
FCAM
668
First Citizens Asset Management
North Carolina
$313K +$1.15K +12 +0.4%
FFS
669
Founders Financial Securities
Maryland
$312K +$28.6K +298 +10%
CA
670
Continuum Advisory
Idaho
$308K +$5.82K +63 +2%
MCA
671
MSH Capital Advisors
Arizona
$305K +$92.7K +968 +44%
HI
672
Horizon Investments
North Carolina
$304K +$23.9K +251 +9%
BFG
673
Berger Financial Group
Minnesota
$303K – – –
ATC
674
Argent Trust Co
Tennessee
$302K +$45.4K +474 +18%
FI
675
FWG Investments
Kentucky
$301K +$50.3K +525 +20%
25 26
27
28 29