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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 %
EL
676
EQ LLC
Washington
$300K +$65.8K +687 +28%
GFPC
677
Global Financial Private Client
Florida
$299K -$12.1K -126 -4%
KAS
678
KPP Advisory Services
Kentucky
$294K +$59.7K +623 +25%
Principal Financial Group
679
Principal Financial Group
Iowa
$289K +$289K +3,021 New
LWM
680
LongView Wealth Management
Georgia
$287K -$50.9K -531 -15%
WPC
681
Waters Parkerson & Co
Louisiana
$287K +$287K +3,000 New
WT
682
Whittier Trust
California
$286K – – –
RCM
683
Raleigh Capital Management
North Carolina
$285K +$82.4K +860 +41%
CWM
684
Cornerstone Wealth Management
Missouri
$285K -$4.6K -48 -2%
CAM
685
Cidel Asset Management
Ontario, Canada
$284K -$273K – –
MGIA
686
Moneta Group Investment Advisors
Missouri
$284K +$284K +2,967 New
NW
687
NewEdge Wealth
Pennsylvania
$282K -$5.76M -60,144 -95%
DWA
688
Delos Wealth Advisors
Texas
$281K +$11.6K +121 +4%
AWM
689
Avior Wealth Management
Nebraska
$281K +$6.04K +63 +2%
CWM
690
C2C Wealth Management
Arizona
$280K -$2.51K -27 -0.9%
SAI
691
Savvy Advisors Inc
New York
$280K +$11.6K +121 +4%
Empower Advisory Group
692
Empower Advisory Group
Colorado
$278K -$12.2K -127 -4%
MSAGDF
693
Moneda SA Administradora General de Fondos
Chile
$275K -$499K -5,204 -64%
HWM
694
HB Wealth Management
Georgia
$274K -$2.3K -24 -0.8%
BTWM
695
Brass Tax Wealth Management
Ohio
$270K +$270K +2,813 New
NS
696
NBC Securities
Alabama
$267K -$39.9K -417 -13%
SPWG
697
Syntegra Private Wealth Group
Missouri
$263K +$5.17K +54 +2%
NRC
698
New Republic Capital
North Carolina
$260K -$1.05K -11 -0.4%
NFG
699
Nations Financial Group
Iowa
$255K – – –
FFO
700
Fiduciary Family Office
Florida
$253K +$43.9K +458 +21%
26 27
28
29 30