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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 %
BFG
401
Beacon Financial Group
Texas
$1.24M +$1.24M +13,441 New
WHCI
402
W.H. Cornerstone Investments
Massachusetts
$1.22M -$207K -2,327 -14%
JWCA
403
J.W. Coons Advisors
Ohio
$1.22M -$9.77K -110 -0.8%
RW
404
Regimen Wealth
Georgia
$1.21M -$397K -4,469 -25%
CCA
405
Cobblestone Capital Advisors
New York
$1.21M +$166K +1,874 +16%
CGFA
406
Colton Groome Financial Advisors
North Carolina
$1.2M -$556K -6,260 -32%
JIP
407
Jaffetilchin Investment Partners
Florida
$1.19M -$322K -3,625 -21%
HIM
408
Hanlon Investment Management
New Jersey
$1.16M -$391K -4,404 -25%
WP
409
WealthPLAN Partners
Nebraska
$1.13M +$9.59K +108 +0.9%
NSB
410
Norway Savings Bank
Maine
$1.12M -$160K -1,805 -13%
QPWM
411
Quadrant Private Wealth Management
Pennsylvania
$1.11M -$65K -732 -6%
FA
412
FC Advisory
Pennsylvania
$1.09M -$42K -473 -4%
RFP
413
RCS Financial Planning
Maryland
$1.09M +$27.5K +310 +3%
BWL
414
Bogart Wealth LLC
Virginia
$1.09M – – –
AAP
415
Arax Advisory Partners
Colorado
$1.08M -$207K -2,330 -16%
TC
416
Trilogy Capital
California
$1.04M -$61.7K -695 -6%
DADC
417
D.A. Davidson & Co
Montana
$1.04M +$27.3K +307 +3%
IGWM
418
ICA Group Wealth Management
Colorado
$1.03M -$209K -2,359 -17%
T
419
TRUADVICE
Florida
$1.01M -$164K -1,851 -14%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$1.01M +11,362 New
GC
421
GFG Capital
Florida
$1M +$1M +11,273 New
RIM
422
Redwood Investment Management
Arizona
$997K +$997K +11,227 New
CWA
423
Clearview Wealth Advisors
Oregon
$966K +$23.4K +264 +2%
AWM
424
Avaii Wealth Management
Wisconsin
$963K -$147K -1,650 -13%
OC
425
Oppenheimer & Co
New York
$922K +$149K +1,680 +19%
15 16
17
18 19