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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 %
LFA
776
LGT Financial Advisors
Texas
$43.5K -$44K -459 -50%
FNWA
777
Financial Network Wealth Advisors
Utah
$42.2K +$42.2K +440 New
Fifth Third Bancorp
778
Fifth Third Bancorp
Ohio
$42K -$67.5K -704 -62%
TIM
779
Thompson Investment Management
Wisconsin
$37.8K – – –
DSC
780
Duncker Streett & Co
Missouri
$37.5K – – –
TAM
781
Tucker Asset Management
Colorado
$36.8K -$47.1K -492 -56%
MIA
782
MeadowBrook Investment Advisors
Michigan
$36.4K +$29.3K +306 +414%
OC
783
Oakworth Capital
Alabama
$35.9K – – –
AWA
784
Alaska Wealth Advisors
Alaska
$35.9K +$192 +2 +0.5%
CHA
785
Carmichael Hill & Associates
Maryland
$35.1K – – –
RIL
786
Rothschild Investment LLC
Illinois
$35K +$288 +3 +0.8%
FAM
787
Flaharty Asset Management
Florida
$34.4K +$34.4K +359 New
GGI
788
Godsey & Gibb Inc
Virginia
$33.4K +$33.4K +349 New
GSEP
789
Golden State Equity Partners
California
$33.4K -$1.8M -18,742 -98%
UCB
790
United Community Bank
South Carolina
$33K -$153K -1,600 -82%
AFWM
791
Abich Financial Wealth Management
Virginia
$32.1K -$91.8K -958 -74%
SJIM
792
St. Johns Investment Management
Florida
$30.5K +$30.5K +318 New
CP
793
Castleview Partners
Texas
$30K – – –
HGA
794
Hobbs Group Advisors
South Carolina
$26.6K +$14.3K +149 +116%
CWP
795
Concord Wealth Partners
Virginia
$26.2K -$69.7K -728 -73%
LOIP
796
Live Oak Investment Partners
Texas
$26.1K -$5.6K – –
FDCP
797
Foster Dykema Cabot & Partners
Massachusetts
$26K +$26K +271 New
WB
798
Webster Bank
Connecticut
$25.3K – – –
BGC
799
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
MA
800
MCF Advisors
Kentucky
$24.6K -$287 -3 -1%
30 31
32
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