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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 %
LAS
901
Lloyd Advisory Services
Georgia
– -$214K -2,328 Closed
EM
902
Excalibur Management
Massachusetts
– -$208K -2,261 Closed
SSWM
903
Strait & Sound Wealth Management
California
– -$207K -2,257 Closed
TIM
904
Tevis Investment Management
Texas
– -$201K -2,188 Closed
ATPW
905
Ashton Thomas Private Wealth
Arizona
– -$154K -1,679 Closed
LIA
906
Lynx Investment Advisory
District of Columbia
– -$140K -1,525 Closed
WAM
907
Wolverine Asset Management
Illinois
– -$79.5K -866 Closed
PGAM
908
Princeton Global Asset Management
New Jersey
– -$76.9K -838 Closed
RIA
909
Realta Investment Advisors
Delaware
– -$69.2K -754 Closed
HCA
910
Harbor Capital Advisors
Illinois
– -$56K -608 Closed
TF
911
Tompkins Financial
New York
– -$33.1K -361 Closed
VCM
912
Versant Capital Management
Arizona
– -$32.2K -351 Closed
CB
913
Chris Bulman
California
– -$31.5K -343 Closed
BI
914
Bramshill Investments
Florida
– -$29.3K -319 Closed
B
915
Birchbrook
Maine
– -$18.3K -199 Closed
TSWM
916
Tyler-Stone Wealth Management
Ohio
– -$18.2K -198 Closed
HFS
917
Hantz Financial Services
Michigan
– -$13K -146 Closed
TFF
918
The Family Firm
Maryland
– -$13.2K -144 Closed
DZ Bank
919
DZ Bank
Germany
– -$12.8K -140 Closed
OWA
920
Opal Wealth Advisors
New York
– -$12K -131 Closed
RWPA
921
Richard W. Paul & Associates
Michigan
– -$10.7K -116 Closed
RWMG
922
Redwood Wealth Management Group
New Jersey
– -$10.4K -113 Closed
GI
923
Gradient Investments
Minnesota
– -$9.55K -104 Closed
HBW
924
Hazlett, Burt & Watson
West Virginia
– -$10K -103 Closed
IC
925
Innealta Capital
Texas
– -$8.91K -97 Closed
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