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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.

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
1
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.75B
4
Bank of America
4
Bank of America
North Carolina
$7.11B
5
LPL Financial
5
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$183M
5
MWA
5
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$64.1M +$743K +7,759 +1%
Jane Street
52
Jane Street
New York
$61.9M +$61M +636,592 +6,393%
NA
53
Nottingham Advisors
New York
$61.9M +$28.5M +297,185 +85%
AWE
54
Avidian Wealth Enterprises
Texas
$61.9M +$1.25M +12,997 +2%
EW
55
Evoke Wealth
California
$61.6M +$61.6M +643,351 New
Osaic Holdings
56
Osaic Holdings
Arizona
$59.7M +$25.9M +270,188 +77%
Allianz Asset Management
57
Allianz Asset Management
Germany
$58.2M +$2.6M +27,100 +5%
SOMRS
58
State of Michigan Retirement System
Michigan
$57.5M – – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$56.2M -$3.24M -33,806 -5%
AllianceBernstein
60
AllianceBernstein
Tennessee
$56.1M +$70.1K +732 +0.1%
CIBC Asset Management
61
CIBC Asset Management
Ontario, Canada
$55.2M -$382K -3,984 -0.7%
RT
62
Rockland Trust
Massachusetts
$53.8M +$2.9M +30,318 +6%
NA
63
NewEdge Advisors
Louisiana
$52.5M +$7.11M +74,215 +16%
US Bancorp
64
US Bancorp
Minnesota
$51.9M -$1.51M -15,784 -3%
BOH
65
Bank of Hawaii
Hawaii
$51M +$51M +532,164 New
BCM
66
Brookstone Capital Management
Illinois
$50.6M +$41.1M +428,490 +428%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$50.5M -$1.32M -13,695 -3%
WJA
68
Willis Johnson & Associates
Texas
$48.7M +$472K +4,928 +1%
MCCA
69
Mill Creek Capital Advisors
Pennsylvania
$48.3M +$309K +3,224 +0.6%
BNP Paribas Asset Management
70
BNP Paribas Asset Management
France
$48.2M +$4.45M +46,459 +10%
Korea Investment Corp
71
Korea Investment Corp
South Korea
$47.9M – – –
TPW
72
Talon Private Wealth
Florida
$46.4M +$46.4M +484,673 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$45.2M -$1.25M -13,072 -3%
SIA
74
SkyView Investment Advisors
New Jersey
$43M +$1.23M +12,868 +3%
CIA
75
Capital Investment Advisors
Georgia
$40M -$82.7K -863 -0.2%
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