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iShares MBS ETF
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Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$350M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$263M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$242M
4
RWP
RWA Wealth Partners
Massachusetts
+$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$150M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$739M
2
OPAM
Ocean Park Asset Management
California
-$182M
3
Jane Street
Jane Street
New York
-$96.8M
4
RJA
Raymond James & Associates
Florida
-$83M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Farther Finance Advisors
California
$5.11M +$1.06M +11,977 +26%
SFA
227
Semmax Financial Advisors
North Carolina
$5.07M +$5.07M +57,314 New
KWA
228
KCS Wealth Advisory
California
$5.06M +$107K +1,201 +2%
SAM
229
Stansberry Asset Management
Texas
$4.97M +$1.74M +19,613 +54%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$4.95M -$1.19M -13,399 -19%
CAM
231
Cobblestone Asset Management
Virginia
$4.95M +$4.95M +55,752 New
PPWP
232
Proquility Private Wealth Partners
Nevada
$4.81M -$7.02K -79 -0.1%
SA
233
Scarborough Advisors
Maryland
$4.8M +$228K +2,562 +5%
SWM
234
SigFig Wealth Management
California
$4.79M -$1.53M -17,209 -24%
Legacy Financial Group (Iowa)
235
Legacy Financial Group (Iowa)
Iowa
$4.69M -$795K -8,948 -14%
PCIA
236
Prime Capital Investment Advisors
Kansas
$4.69M +$366K +4,123 +8%
CCWA
237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M -$55.1K -621 -1%
CWS
238
Cypress Wealth Services
California
$4.65M -$761K -8,568 -14%
WWG
239
West Wealth Group
California
$4.61M -$866K -9,752 -16%
TCA
240
Transcend Capital Advisors
New Jersey
$4.54M -$292K -3,285 -6%
EP
241
Essential Planning
New Hampshire
$4.54M -$46.4K -523 -1%
SWM
242
Spire Wealth Management
Virginia
$4.54M +$35.2K +396 +0.8%
EH
243
Equitable Holdings
New York
$4.51M +$407K +4,579 +10%
SL
244
SWMG LLC
Texas
$4.5M -$630K -7,100 -12%
GL
245
Graypoint LLC
New York
$4.48M +$4M +45,069 +834%
WWA
246
WCG Wealth Advisors
Nevada
$4.38M +$357K +4,020 +9%
KC
247
Kepos Capital
New York
$4.37M +$2.18M +24,600 +100%
LA
248
Lindenwold Advisors
Pennsylvania
$4.14M +$465K +5,231 +13%
ACG
249
Allen Capital Group
Nebraska
$4.11M +$215K +2,456 +6%
SPIA
250
Steward Partners Investment Advisory
New York
$4.01M -$1.23M -13,821 -23%
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