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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 %
LBC
351
Lowe Brockenbrough & Co
Virginia
$1.86M -$342K -3,847 -16%
JE
352
JMAC Enterprises
Pennsylvania
$1.82M +$171K +1,923 +10%
MYIA
353
Mount Yale Investment Advisors
Colorado
$1.81M -$427K -4,814 -19%
IWM
354
IHT Wealth Management
Illinois
$1.8M +$700K +7,886 +63%
DAS
355
Dynamic Advisor Solutions
Arizona
$1.79M -$36.9K -416 -2%
SFS
356
Sowell Financial Services
Arkansas
$1.79M +$127K +1,428 +8%
LG
357
Leuthold Group
Minnesota
$1.78M -$4.56M -51,380 -72%
RSWM
358
Robertson Stephens Wealth Management
California
$1.72M -$748K -8,422 -30%
FHA
359
Flagship Harbor Advisors
Massachusetts
$1.68M +$42.4K +477 +3%
SAM
360
Strategy Asset Managers
California
$1.68M -$174K -1,965 -9%
DFC
361
DB Fitzpatrick & Co
Idaho
$1.67M +$136K +1,536 +9%
ACM
362
Antonetti Capital Management
Florida
$1.65M -$8.88K -100 -0.5%
VWM
363
Venturi Wealth Management
Texas
$1.64M -$449K -5,055 -21%
CFG
364
Carr Financial Group
Massachusetts
$1.64M -$400K -4,500 -20%
FWP
365
Firethorn Wealth Partners
Georgia
$1.64M -$359K -4,044 -18%
BF
366
Blankinship & Foster
California
$1.62M -$710 -8 -0%
SPC
367
Sigma Planning Corp
Michigan
$1.6M +$72.5K +816 +5%
SFA
368
Sequoia Financial Advisors
Ohio
$1.58M -$274K -3,082 -15%
IPW
369
Impact Partnership Wealth
Georgia
$1.56M +$61.8K +696 +4%
DG
370
DMC Group
Alabama
$1.56M +$232K +2,618 +17%
AR
371
Advisory Research
Illinois
$1.56M – – –
SWP
372
Stratos Wealth Partners
Ohio
$1.52M +$32.4K +365 +2%
GP
373
Girard Partners
Pennsylvania
$1.52M +$54K +608 +4%
MFG
374
MidWestOne Financial Group
Iowa
$1.48M +$435K +4,897 +41%
DFG
375
Delphi Financial Group
Delaware
$1.47M +$586K +6,600 +66%
13 14
15
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