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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 %
NCM
251
Northwest Capital Management
Oregon
$3.98M -$477K -5,369 -11%
FFN
252
Focus Financial Network
Minnesota
$3.96M -$737K -8,301 -16%
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$3.93M +$3.88M +44,284 +7,177%
TC
254
TownSquare Capital
Utah
$3.91M +$3.91M +44,010 New
B
255
Bailard
California
$3.86M +$3.86M +43,476 New
AG
256
Ascent Group
Virginia
$3.86M +$557K +6,307 +17%
FAT
257
First American Trust
California
$3.86M +$105K +1,186 +3%
RIA
258
Regal Investment Advisors
Michigan
$3.83M -$613K -6,903 -14%
RA
259
RFG Advisory
Alabama
$3.82M -$2.61M -29,354 -41%
CL
260
Choreo LLC
Illinois
$3.77M -$831K -9,356 -18%
PPC
261
Park Place Capital
Alabama
$3.77M -$182K -2,049 -5%
AWM
262
Axxcess Wealth Management
California
$3.73M +$2.3M +25,923 +162%
JSW
263
Journey Strategic Wealth
New Jersey
$3.66M +$230K +2,593 +7%
C1AG
264
Client 1st Advisory Group
Florida
$3.64M -$882K -9,929 -19%
CAM
265
Cresset Asset Management
Illinois
$3.64M -$605K -6,814 -14%
PWMG
266
Provence Wealth Management Group
California
$3.63M +$527K +5,937 +17%
WA
267
Wealth Alliance
New York
$3.61M -$1.1M -12,441 -23%
MWAM
268
Manhattan West Asset Management
California
$3.6M +$2.28M +26,408 +172%
ACP
269
Aveo Capital Partners
Colorado
$3.6M +$47.1K +530 +1%
CAG
270
Csenge Advisory Group
Florida
$3.59M -$268K -3,023 -7%
PFA
271
Pettinga Financial Advisors
Indiana
$3.54M -$60.3K -679 -2%
BWP
272
Bernardo Wealth Planning
Pennsylvania
$3.52M +$163K +1,830 +5%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$3.51M -$21M -236,087 -86%
APW
274
Acima Private Wealth
Virginia
$3.51M +$450K +5,073 +15%
WP
275
WealthShield Partners
North Carolina
$3.49M -$348K -3,920 -9%
9 10
11
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