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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 %
CCM
351
Crabel Capital Management
California
$2.45M +$1.48M +15,713 +152%
CIA
352
Concurrent Investment Advisors
Florida
$2.45M +$2.45M +26,030 New
CB
353
Community Bank
New York
$2.42M +$2.42M +25,756 New
GC
354
Guidance Capital
Kentucky
$2.4M +$2.4M +25,660 New
HSBC Holdings
355
HSBC Holdings
United Kingdom
$2.4M -$195K -2,072 -8%
HPM
356
Hoxton Planning & Management
West Virginia
$2.37M -$491K -5,217 -17%
MWM
357
Maripau Wealth Management
Indiana
$2.37M -$129K -1,368 -5%
AFG
358
Atomi Financial Group
New York
$2.29M +$262K +2,782 +13%
CA
359
Claro Advisors
Massachusetts
$2.29M -$98.4K -1,046 -4%
CNC
360
Citizens & Northern Corp
Pennsylvania
$2.28M – – –
SC
361
Sierra Capital
Florida
$2.28M +$82.3K +875 +4%
SWP
362
Stratos Wealth Partners
Ohio
$2.26M +$653K +6,945 +41%
JE
363
JMAC Enterprises
Pennsylvania
$2.26M +$332K +3,533 +17%
CC
364
Copperleaf Capital
North Carolina
$2.25M -$54.6K -580 -2%
MFG
365
MidWestOne Financial Group
Iowa
$2.23M +$657K +6,979 +42%
OAM
366
Oppenheimer Asset Management
New York
$2.2M -$36.9K -392 -2%
TPWA
367
TRUE Private Wealth Advisors
Oregon
$2.2M -$140K -1,492 -6%
SB
368
Strategic Blueprint
Georgia
$2.19M -$274K -2,911 -11%
MSWMA
369
Market Street Wealth Management Advisors
Indiana
$2.16M -$11.1M -117,664 -84%
SFS
370
Sowell Financial Services
Arkansas
$2.14M +$246K +2,615 +13%
UFA
371
US Financial Advisors
Massachusetts
$2.13M +$143K +1,518 +7%
WWM
372
Western Wealth Management
Colorado
$2.13M +$617K +6,561 +41%
PBM
373
Propel Bio Management
California
$2.11M +$2.11M +22,400 New
FHA
374
First Horizon Advisors
Tennessee
$2.1M +$85.4K +908 +4%
BWM
375
Brown Wealth Management
Illinois
$2.09M +$53.2K +565 +3%
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