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iShares MBS ETF
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Overview Fund Activity

827 hedge funds and large institutions have $28.1B invested in iShares MBS ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 374 increasing their positions, 278 reducing their positions, and 88 closing their positions.

Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
12.03%
Holding in Top 10
63
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.5%
% of All Funds
0.92%
New
91
Increased
374
Reduced
278
Closed
88
Calls
$22.2M
Puts
$150M
Net Calls
-$128M
Net Calls Change
-$189M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.55B
2
Charles Schwab
2
Charles Schwab
California
$510M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.68B
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.3B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$256M

Top Sellers

1
Jane Street
1
Jane Street
New York
$914K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$93.7M
3
State Street
3
State Street
Massachusetts
$0
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$6.87M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
76
Capital Advisors Inc
Oklahoma
$31.3M -$790K -8,608 -2%
ZIG
77
Zurich Insurance Group
Switzerland
$31M – – –
AssetMark Inc
78
AssetMark Inc
California
$30M -$3.65M -39,751 -11%
JFGIW
79
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.9M -$19.2M -209,545 -39%
SA
80
Sanctuary Advisors
Indiana
$29.7M +$29.7M +330,475 New
Corient Private Wealth
81
Corient Private Wealth
Florida
$28.1M +$1.34M +14,583 +5%
AWS
82
Atria Wealth Solutions
New York
$27.9M -$1.04M -11,364 -4%
FIA
83
Foundations Investment Advisors
Arizona
$27.5M +$2.29M +24,911 +9%
SAS
84
Sage Advisory Services
Texas
$27.3M +$386K +4,199 +1%
DJSG
85
D.J. St. Germain
Massachusetts
$27M +$409K +4,454 +2%
Franklin Resources
86
Franklin Resources
California
$26.9M -$1.01M -10,997 -4%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$26.5M -$6.59M -71,791 -20%
PC
88
PointState Capital
New York
$25.2M +$25.2M +274,678 New
WCF
89
West Coast Financial
California
$24.8M +$3.13M +34,089 +14%
BSB
90
Bangor Savings Bank
Maine
$24.5M +$3.13M +34,079 +15%
PAIA
91
Park Avenue Institutional Advisers
New York
$24.3M +$10.4M +113,000 +74%
AA
92
Acorns Advisers
California
$24M +$1.38M +14,979 +6%
CCA
93
Clearwater Capital Advisors
Illinois
$23.4M +$872K +9,500 +4%
AI
94
Arvest Investments
Arkansas
$22.2M +$489K +5,324 +2%
IWC
95
Integrated Wealth Concepts
Massachusetts
$21.8M +$3.39M +36,912 +18%
CW
96
CreativeOne Wealth
Kansas
$21.5M -$14.1M -153,753 -40%
Parnassus Investments
97
Parnassus Investments
California
$21.4M – – –
GGS
98
Galvin Gaustad & Stein
Arizona
$21.4M -$481K -5,243 -2%
Allspring Global Investments
99
Allspring Global Investments
North Carolina
$21.4M -$5.14M -55,938 -19%
CFGS
100
Concourse Financial Group Securities
Alabama
$20.6M -$1.15M -12,557 -5%
2 3
4
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