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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 %
FFO
801
Fortitude Family Office
Arizona
$24K +$24K +250 New
EB
802
Eastern Bank
Massachusetts
$20.6K +$20.6K +215 New
LC
803
Lindbrook Capital
California
$20.2K +$20.2K +211 New
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.2K – – –
AIC
805
Archer Investment Corporation
Indiana
$19K -$103K -1,073 -84%
SIC
806
Salem Investment Counselors
North Carolina
$18.8K -$1.92K -20 -9%
FPFS
807
First Personal Financial Services
North Carolina
$17.2K – – –
ME
808
McIlrath & Eck
Washington
$17.2K +$958 +10 +6%
AIP
809
Ameritas Investment Partners
Nebraska
$14.4K – – –
WA
810
WestEnd Advisors
North Carolina
$14.4K +$6.61K +69 +85%
TCM
811
TruNorth Capital Management
Michigan
$14.4K +$14.4K +150 New
HIA
812
Harbor Investment Advisory
Maryland
$12.8K +$671 +7 +6%
TWC
813
TD Waterhouse Canada
Ontario, Canada
$12.6K -$8.34K -87 -40%
ANBT
814
American National Bank & Trust
Texas
$11.9K -$67.1K -700 -85%
WWM
815
Wagner Wealth Management
South Carolina
$11.8K +$11.8K +123 New
KA
816
Kozak & Associates
Colorado
$11.5K +$11.5K +122 New
BIM
817
Breakwater Investment Management
Washington
$11.4K – – –
SWM
818
Sugarloaf Wealth Management
Georgia
$10.4K +$10.4K +109 New
Nomura Asset Management
819
Nomura Asset Management
Japan
$9.58K – – –
FWM
820
FSA Wealth Management
Massachusetts
$9.39K +$9.39K +98 New
AWM
821
Abound Wealth Management
Tennessee
$9.1K +$9.1K +95 New
BHWM
822
Beaird Harris Wealth Management
Texas
$9.01K +$5.75K +60 +176%
PMFA
823
Plante Moran Financial Advisors
Michigan
$8.91K – – –
DWM
824
Darwin Wealth Management
Florida
$8.82K +$8.82K +92 New
CSS
825
Cubist Systematic Strategies
Connecticut
$8.14K +$8.14K +85 New
31 32
33
34 35