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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 %
HH
126
Hilltop Holdings
Texas
$18.7M +$5.92M +61,823 +46%
PCM
127
Penserra Capital Management
California
$18.5M +$18.5M +192,619 New
WCA
128
Westover Capital Advisors
Delaware
$18.4M +$10.1M +105,358 +122%
CIM
129
Confluence Investment Management
Missouri
$18.2M -$583K -6,087 -3%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$18.1M – – –
SHJ
131
Sharkey, Howes & Javer
Colorado
$18.1M +$1.15M +11,959 +7%
AI
132
Atria Investments
North Carolina
$18M +$73.1K +763 +0.4%
BCI
133
Brinker Capital Investments
Pennsylvania
$17.2M +$6.59M +68,798 +62%
OPS
134
Orion Portfolio Solutions
Nebraska
$17.2M +$6.59M +68,798 +62%
Mariner
135
Mariner
Kansas
$17.2M +$976K +10,188 +6%
AAS
136
Avantax Advisory Services
Texas
$17.1M +$1.33M +13,851 +8%
Creative Planning
137
Creative Planning
Kansas
$16.7M -$1.88M -19,605 -10%
NC
138
NewSquare Capital
Pennsylvania
$16.6M +$943K +9,843 +6%
PAG
139
Private Advisor Group
New Jersey
$16.5M +$2.83M +29,502 +21%
DWM
140
Dakota Wealth Management
Florida
$16.4M +$10M +104,491 +157%
FA
141
FDx Advisors
Illinois
$16.3M -$2.59M -26,985 -14%
HFA
142
High Falls Advisors
New York
$16.2M -$290K -3,025 -2%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$15.5M -$388K -4,054 -2%
Marshall Wace
144
Marshall Wace
United Kingdom
$15.3M +$1.53M +16,000 +11%
APW
145
Austin Private Wealth
Texas
$15.2M +$843K +8,800 +6%
TG
146
TCW Group
California
$15M -$117K -1,221 -0.8%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$4.04M +42,187 +38%
PWM
148
Perigon Wealth Management
California
$14.5M +$429K +4,473 +3%
KWM
149
Kingsview Wealth Management
Oregon
$14.5M -$4.6M -47,970 -24%
AIA
150
Alera Investment Advisors
Illinois
$14.4M +$168K +1,750 +1%
4 5
6
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