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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 %
CC
326
Copperleaf Capital
North Carolina
$2.17M -$2.19M -24,718 -50%
WAM
327
Wolverine Asset Management
Illinois
$2.17M +$1.96M +22,041 +903%
CNC
328
Citizens & Northern Corp
Pennsylvania
$2.15M +$61.8K +696 +3%
AA
329
Ancora Advisors
Ohio
$2.15M -$135K -1,525 -6%
OAM
330
Oppenheimer Asset Management
New York
$2.11M +$97.3K +1,096 +5%
SW
331
Simplicity Wealth
New Jersey
$2.09M +$626K +7,048 +43%
PCA
332
Pallas Capital Advisors
Massachusetts
$2.08M -$15.1M -174,326 -88%
SC
333
Sierra Capital
Florida
$2.07M +$2.31K +26 +0.1%
FAM
334
Family Asset Management
South Carolina
$2.06M -$550K -6,190 -21%
FA
335
Forefront Analytics
Pennsylvania
$2.01M +$336K +3,783 +20%
BAAM
336
Baker Avenue Asset Management
California
$2.01M +$2M +22,555 +49,033%
LNC
337
Lincoln National Corp
Pennsylvania
$2.01M +$63.4K +714 +3%
QFA
338
Quattro Financial Advisors
Texas
$2M -$199K -2,237 -9%
DE
339
Day & Ennis
Georgia
$2M -$832K -9,368 -29%
FCI
340
Financial Counselors Inc
Kansas
$1.97M +$1.97M +22,195 New
CSPAM
341
Cary Street Partners Asset Management
Virginia
$1.96M +$601K +6,767 +44%
CFD
342
Creative Financial Designs
Indiana
$1.96M -$125K -1,404 -6%
PCM
343
Parsons Capital Management
Rhode Island
$1.95M -$242K -2,720 -11%
BWM
344
Brown Wealth Management
Illinois
$1.92M +$1.92M +21,639 New
AFG
345
Atomi Financial Group
New York
$1.91M +$923K +10,392 +93%
FHA
346
First Horizon Advisors
Tennessee
$1.9M -$547K -6,162 -22%
KPWS
347
Kestra Private Wealth Services
Texas
$1.89M -$626K -7,048 -25%
UFA
348
US Financial Advisors
Massachusetts
$1.88M -$1.43M -16,088 -43%
SIA
349
SkyView Investment Advisors
New Jersey
$1.87M -$2.44M -27,444 -57%
VWM
350
Valley Wealth Managers
New Jersey
$1.86M +$1.86M +20,925 New
12 13
14
15 16