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iShares MBS ETF
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Overview Fund Activity

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.53%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$884M
2
Morgan Stanley
Morgan Stanley
New York
+$592M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$276M
4
Goldman Sachs
Goldman Sachs
New York
+$135M
5
Jane Street
Jane Street
New York
+$107M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$838M
2
BlackRock
BlackRock
New York
-$371M
3
RBA
Richard Bernstein Advisors
New York
-$265M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$227M
5
Osaic Holdings
Osaic Holdings
Arizona
-$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
276
Prosperity Capital Advisors
Ohio
$4.18M +$653K +6,940 +19%
FAT
277
First American Trust
California
$4.15M +$65K +691 +2%
ASN
278
Advisory Services Network
Georgia
$4.14M -$1.41M -14,989 -25%
Bessemer Group
279
Bessemer Group
New Jersey
$4.07M -$92.2M -979,736 -96%
SC
280
Syon Capital
California
$4.02M -$9.78M -103,916 -71%
PWMG
281
Provence Wealth Management Group
California
$4M +$156K +1,654 +4%
PPC
282
Park Place Capital
Alabama
$3.96M -$25.5K -271 -0.6%
AP
283
Advisors Preferred
Maryland
$3.96M +$3.96M +42,381 New
JSW
284
Journey Strategic Wealth
New Jersey
$3.94M +$62.6K +665 +2%
RA
285
RFG Advisory
Alabama
$3.89M -$150K -1,591 -4%
HCM
286
Hudson Capital Management
New Jersey
$3.86M +$3.86M +41,021 New
JIR
287
James Investment Research
Ohio
$3.78M +$1.11M +11,814 +42%
AG
288
Ascent Group
Virginia
$3.77M -$256K -2,777 -6%
FAG
289
Financial Advisory Group
Texas
$3.73M +$193K +2,047 +5%
CM
290
Columbus Macro
Pennsylvania
$3.67M -$7.89M -83,920 -68%
CWM
291
Centurion Wealth Management
Virginia
$3.66M +$397K +4,216 +12%
NCM
292
Northwest Capital Management
Oregon
$3.64M -$578K -6,143 -14%
S
293
Sachetta
Massachusetts
$3.56M +$3.56M +37,808 New
QFA
294
Quattro Financial Advisors
Texas
$3.52M -$838M -22,398 -100%
LNC
295
Lincoln National Corp
Pennsylvania
$3.48M +$1.35M +14,400 +64%
AWM
296
Apollon Wealth Management
South Carolina
$3.45M +$977K +10,387 +40%
HPFG
297
Hart & Patterson Financial Group
Massachusetts
$3.45M +$3.45M +36,624 New
SSWM
298
Sheets Smith Wealth Management
North Carolina
$3.43M -$5.17K -55 -0.2%
TVM
299
True Vision MN
Minnesota
$3.41M +$3.41M +36,237 New
WP
300
WealthShield Partners
North Carolina
$3.4M -$299K -3,181 -8%
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