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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 %
TWM
301
Tradition Wealth Management
Minnesota
$2.65M -$654K -7,364 -20%
RAM
302
Riggs Asset Management
Pennsylvania
$2.64M -$1.31M -14,727 -33%
RB
303
Renasant Bank
Mississippi
$2.63M +$47.3K +533 +2%
CWM
304
Cabot Wealth Management
Massachusetts
$2.6M +$2.35M +26,519 +951%
AF
305
Advisornet Financial
Minnesota
$2.6M -$378K -4,252 -13%
BFG
306
Buttonwood Financial Group
Missouri
$2.57M +$33.4K +389 +1%
FGAM
307
Financial Gravity Asset Management
Texas
$2.55M +$2.3M +313,036 +948%
JIR
308
James Investment Research
Ohio
$2.52M -$162K -1,825 -6%
HSBC Holdings
309
HSBC Holdings
United Kingdom
$2.45M +$14.3K +161 +0.6%
VHAM
310
Van Hulzen Asset Management
California
$2.44M +$27.1K +305 +1%
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$2.43M -$2.37M -26,707 -49%
IA
312
IFP Advisors
Florida
$2.37M -$275K -3,094 -10%
MWM
313
Maripau Wealth Management
Indiana
$2.36M -$533K -5,998 -18%
MLA
314
My Legacy Advisors
Oregon
$2.35M +$25.7K +300 +1%
MFA
315
Mayflower Financial Advisors
Massachusetts
$2.34M -$1.17M -13,228 -33%
AWM
316
Apollon Wealth Management
South Carolina
$2.34M -$2.93K -33 -0.1%
SB
317
Strategic Blueprint
Georgia
$2.32M -$186K -2,093 -7%
CA
318
Claro Advisors
Massachusetts
$2.25M +$479K +5,399 +27%
CA
319
CSM Advisors
Pennsylvania
$2.24M -$107K -1,200 -5%
NRA
320
NSI Retail Advisors
Pennsylvania
$2.24M -$107K -1,200 -5%
VWA
321
Visionary Wealth Advisors
Illinois
$2.23M -$1.43M -16,142 -39%
TPWA
322
TRUE Private Wealth Advisors
Oregon
$2.2M +$295K +3,321 +15%
WIA
323
World Investment Advisors
California
$2.2M -$275K -3,097 -11%
IA
324
IFG Advisory
Georgia
$2.19M -$52.7K -594 -2%
1WM
325
1900 Wealth Management
Texas
$2.18M -$1.58M -17,834 -42%
11 12
13
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