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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
$3.32B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.75B
4
Bank of America
Bank of America
North Carolina
$7.11B
5
LPL Financial
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
SWM
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
SEI Investments
Pennsylvania
$183M
5
MWA
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
876
Legal & General Group
United Kingdom
– -$8.72M -95,000 Closed
VAS
877
Vestmark Advisory Solutions
Massachusetts
– -$7.4M -80,654 Closed
Mitsubishi UFJ Asset Management
878
Mitsubishi UFJ Asset Management
Japan
– -$6.69M -72,900 Closed
NYLIM
879
New York Life Investment Management
New York
– -$5.52M -60,161 Closed
Nuveen Asset Management
880
Nuveen Asset Management
Illinois
– -$4.39M -47,860 Closed
WWG
881
West Wealth Group
California
– -$3.33M -36,271 Closed
OWMIAS
882
One Wealth Management Investment & Advisory Services
Florida
– -$2.29M -24,946 Closed
BWM
883
Brown Wealth Management
Illinois
– -$2.15M -23,459 Closed
KI
884
Kapitalo Investimentos
Brazil
– -$2.12M -23,095 Closed
EIA
885
Eldridge Investment Advisors
New Hampshire
– -$1.17M -12,700 Closed
RFG
886
Range Financial Group
Oregon
– -$910K -9,912 Closed
GC
887
GFG Capital
Florida
– -$844K -9,198 Closed
Millennium Management
888
Millennium Management
New York
– -$629K -6,853 Closed
IAIM
889
International Assets Investment Management
Florida
– -$519K -5,656 Closed
FIBT
890
First International Bank & Trust
North Dakota
– -$473K -5,154 Closed
SAM
891
SignalPoint Asset Management
Missouri
– -$403K -4,391 Closed
HOWA
892
Heritage Oak Wealth Advisors
Florida
– -$369K -4,014 Closed
MSFS
893
Main Street Financial Solutions
Pennsylvania
– -$317K -3,452 Closed
MA
894
MONECO Advisors
Connecticut
– -$289K -3,151 Closed
CWM
895
Connecticut Wealth Management
Connecticut
– -$274K -2,983 Closed
FLA
896
Financial Life Advisors
Texas
– -$272K -2,967 Closed
CWS
897
Confluence Wealth Services
Pennsylvania
– -$271K -2,950 Closed
VCM
898
Virtue Capital Management
Tennessee
– -$250K -2,689 Closed
QWM
899
Quadcap Wealth Management
Texas
– -$245K -2,669 Closed
GC
900
Grimes & Company
Massachusetts
– -$242K -2,641 Closed
34 35
36
37 38