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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.

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
1
JPMorgan Chase & Co
New York
$3.32B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.63B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.75B
4
Bank of America
4
Bank of America
North Carolina
$7.11B
5
LPL Financial
5
LPL Financial
California
$1.84B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$1.68M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$92.7M
4
SEI Investments
4
SEI Investments
Pennsylvania
$183M
5
MWA
5
Midland Wealth Advisors
Illinois
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
76
Lutz Financial Services
Nebraska
$39.5M +$3.9M +40,737 +11%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$39M -$1.84M -19,243 -5%
SWP
78
Strategic Wealth Partners
Ohio
$37.6M +$2.96M +30,900 +9%
CI
79
Conning Inc
Connecticut
$37.1M – – –
SMFG
80
Sumitomo Mitsui Financial Group
Japan
$36.9M +$927K +9,673 +3%
MNA
81
Manning & Napier Advisors
New York
$36.4M -$77.4K -808 -0.2%
CIAS
82
CFS Investment Advisory Services
New Jersey
$35.3M +$738K +7,698 +2%
ZIG
83
Zurich Insurance Group
Switzerland
$32.4M – – –
CAI
84
Capital Advisors Inc
Oklahoma
$32.2M -$423K -4,410 -1%
JC
85
JB Capital
Connecticut
$32.2M -$539K -5,622 -2%
AWM
86
AE Wealth Management
Kansas
$31.7M +$17.1M +178,163 +117%
CCA
87
Checchi Capital Advisers
California
$31.5M +$20.3M +211,944 +181%
Corient Private Wealth
88
Corient Private Wealth
Florida
$31.1M +$1.77M +18,463 +6%
SA
89
Sanctuary Advisors
Indiana
$30.8M +$170K +1,839 +0.6%
FIA
90
Foundations Investment Advisors
Arizona
$30.5M +$1.83M +19,129 +6%
CW
91
CreativeOne Wealth
Kansas
$29.9M +$7.43M +77,513 +33%
AWS
92
Atria Wealth Solutions
New York
$29.9M +$806K +8,415 +3%
DJSG
93
D.J. St. Germain
Massachusetts
$28.8M +$662K +6,914 +2%
Franklin Resources
94
Franklin Resources
California
$27.9M +$383K +4,068 +1%
BSB
95
Bangor Savings Bank
Maine
$27.7M +$2.07M +21,648 +8%
WCF
96
West Coast Financial
California
$27.4M +$1.57M +16,367 +6%
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.4M -$3.79M -39,565 -12%
SAS
98
Sage Advisory Services
Texas
$27.3M – – –
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$27.2M -$420K -4,385 -2%
CWM
100
Cabot Wealth Management
Massachusetts
$26.8M +$16.6M +173,082 +162%
2 3
4
5 6