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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 %
PCA
826
Providence Capital Advisors
North Carolina
$7.95K +$7.95K +83 New
VNA
827
Valley National Advisers
Pennsylvania
$7K +$532 +6 +8%
PFG
828
Peterson Financial Group
Iowa
$6.58K +$6.58K +69 New
ACA
829
Atlas Capital Advisors
Wyoming
$6.42K +$6.42K +67 New
VWM
830
Valley Wealth Managers
New Jersey
$6.23K -$8.34K -87 -57%
C
831
Covestor
United Kingdom
$6K +$6K +67 New
GEA
832
Glen Eagle Advisors
New Jersey
$5.94K – – –
CWM
833
Consultiva Wealth Management
Puerto Rico
$5.84K – – –
CSWM
834
Cassady Schiller Wealth Management
Ohio
$5.84K – – –
1IA
835
1620 Investment Advisors
Massachusetts
$5.75K – – –
EWM
836
Evermay Wealth Management
Virginia
$5.56K +$5.56K +58 New
TCM
837
Tradewinds Capital Management
Washington
$5.46K +$5.46K +57 New
EWM
838
EPG Wealth Management
Georgia
$5.4K +$5.4K +56 New
SSB
839
Sandy Spring Bank
Maryland
$5.27K -$19.4K -202 -79%
BL
840
BFSG LLC
California
$5.27K – – –
National Bank of Canada
841
National Bank of Canada
Quebec, Canada
$3.64K -$5.41M -56,463 -100%
TAM
842
Townsend Asset Management
North Carolina
$3.55K – – –
RBA
843
Richard Bernstein Advisors
New York
$3.42K – – –
KSWA
844
Kathleen S. Wright Associates
Pennsylvania
$3.26K – – –
CB
845
Centennial Bank
Arkansas
$3.07K – – –
DCM
846
Davis Capital Management
Florida
$3.07K +$3.07K +32 New
SIS
847
Strategic Investment Solutions
Illinois
$2.97K +$288 +3 +11%
FRA
848
Front Row Advisors
California
$2.87K -$10.4K -109 -78%
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$2.26K +$2.17K +23 +2,300%
BWL
850
Bogart Wealth LLC
Virginia
$2.2K -$11.3K -118 -84%
32 33
34
35 36