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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 %
IAN
301
Integrated Advisors Network
Texas
$3.38M -$191K -2,029 -5%
PG
302
Proffitt & Goodson
Tennessee
$3.37M +$14.4K +153 +0.4%
PTC
303
Private Trust Company
Ohio
$3.35M +$97.6K +1,037 +3%
AR
304
Apeiron RIA
Texas
$3.33M -$2.63K -28 -0.1%
MA
305
Mutual Advisors
Nebraska
$3.3M -$181K -1,922 -5%
IPW
306
Impact Partnership Wealth
Georgia
$3.29M +$1.64M +17,399 +99%
IWS
307
Insight Wealth Strategies
California
$3.29M +$318K +3,383 +11%
HWM
308
HFG Wealth Management
Texas
$3.26M +$3.26M +34,686 New
PWMG
309
Pinnacle Wealth Management Group
Michigan
$3.21M +$90.3K +960 +3%
SWP
310
ShoreHaven Wealth Partners
New Jersey
$3.16M +$48.9K +520 +2%
IA
311
IFG Advisory
Georgia
$3.15M +$829K +8,815 +36%
OC
312
Oarsman Capital
Wisconsin
$3.14M +$3.14M +33,424 New
DI
313
DFPG Investments
Utah
$3.14M +$195K +2,077 +7%
IDBONY
314
Israel Discount Bank of New York
New York
$3.13M -$193K -2,048 -6%
SW
315
Simplicity Wealth
New Jersey
$3.13M +$909K +9,657 +41%
FGAM
316
Financial Gravity Asset Management
Texas
$3.1M +$51.9K +5,895 +2%
FM
317
Foster & Motley
Ohio
$3.08M -$338K -3,588 -10%
JIP
318
Jaffetilchin Investment Partners
Florida
$3.08M +$1.82M +19,331 +144%
HFW
319
Horizon Family Wealth
Illinois
$2.99M -$71.4K -759 -2%
BFM
320
Boothbay Fund Management
New York
$2.91M +$2.21M +23,454 +313%
ACG
321
Allen Capital Group
Nebraska
$2.9M -$1.51M -16,056 -34%
HI
322
Harbour Investments
Wisconsin
$2.88M -$413K -4,392 -13%
CCA
323
Cobblestone Capital Advisors
New York
$2.87M +$1.59M +16,868 +124%
SFA
324
Semmax Financial Advisors
North Carolina
$2.87M -$2.36M -25,851 -45%
KV
325
Kickstand Ventures
New York
$2.85M -$3.77M -40,044 -57%
11 12
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