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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 %
BFG
326
Buttonwood Financial Group
Missouri
$2.84M +$25.3K +269 +0.9%
ECM
327
Evergreen Capital Management
Washington
$2.83M -$6.61M -70,224 -70%
TWM
328
Tradition Wealth Management
Minnesota
$2.8M +$470 +5 +0%
RB
329
Renasant Bank
Mississippi
$2.79M -$3.76K -40 -0.1%
MLA
330
My Legacy Advisors
Oregon
$2.77M +$202K +2,148 +8%
PFA
331
Pettinga Financial Advisors
Indiana
$2.76M -$988K -10,504 -26%
SCA
332
Snowden Capital Advisors
New York
$2.7M -$342K -3,632 -11%
IA
333
IFP Advisors
Florida
$2.69M +$187K +1,984 +7%
C1AG
334
Client 1st Advisory Group
Florida
$2.69M -$1.17M -12,430 -30%
KPWS
335
Kestra Private Wealth Services
Texas
$2.67M +$664K +7,057 +33%
WWA
336
WCG Wealth Advisors
Nevada
$2.66M -$1.98M -21,068 -43%
CCC
337
Chesapeake Capital Corp
Florida
$2.65M +$2.65M +28,172 New
SA
338
Sunesis Advisors
Kansas
$2.61M +$2.61M +27,691 New
BFG
339
Beacon Financial Group
Texas
$2.6M +$1.33M +14,149 +105%
BHPW
340
Beverly Hills Private Wealth
California
$2.59M +$1.83M +19,429 +240%
CAG
341
Csenge Advisory Group
Florida
$2.56M -$1.25M -13,247 -33%
FAM
342
Family Asset Management
South Carolina
$2.55M +$367K +3,901 +17%
NCFG
343
New Century Financial Group
New Jersey
$2.55M +$2.55M +27,066 New
MIS
344
Morningstar Investment Services
Illinois
$2.54M +$1.87M +19,879 +281%
MWM
345
Mosley Wealth Management
California
$2.53M +$2.53M +26,912 New
AF
346
Advisornet Financial
Minnesota
$2.53M -$220K -2,338 -8%
Brown Advisory
347
Brown Advisory
Maryland
$2.51M -$372K -3,955 -13%
SAW
348
Signal Advisors Wealth
Michigan
$2.51M +$2.51M +26,689 New
VHAM
349
Van Hulzen Asset Management
California
$2.51M -$71.6K -761 -3%
MFA
350
Mayflower Financial Advisors
Massachusetts
$2.47M -$12.5K -133 -0.5%
12 13
14
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