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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 %
MW
426
Maia Wealth
Colorado
$1.42M +$1.42M +15,069 New
FPAS
427
Focus Partners Advisor Solutions
Missouri
$1.42M -$5.46K -58 -0.4%
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M +$69.4K +738 +5%
B
429
Bailard
California
$1.38M -$2.71M -28,821 -66%
RF
430
RHS Financial
California
$1.36M +$7.81K +83 +0.6%
VWM
431
Venturi Wealth Management
Texas
$1.35M -$393K -4,177 -23%
Squarepoint
432
Squarepoint
New York
$1.35M +$1.35M +14,300 New
CWM
433
Curi Wealth Management
North Carolina
$1.34M +$1.34M +14,289 New
PFS
434
Prospera Financial Services
Texas
$1.34M +$980K +10,418 +270%
AWM
435
Alterna Wealth Management
Texas
$1.33M -$76.8K -816 -5%
DFCM
436
Dark Forest Capital Management
Puerto Rico
$1.33M +$1.33M +14,137 New
GM
437
GeoWealth Management
Illinois
$1.33M +$420K +4,466 +46%
FLA
438
Financial Life Advisors
Texas
$1.32M -$197K -2,090 -13%
TFA
439
Tranquilli Financial Advisor
New Jersey
$1.32M -$83.2K -884 -6%
VCP
440
Verus Capital Partners
Arizona
$1.32M +$951K +10,112 +261%
TCA
441
Transcend Capital Advisors
New Jersey
$1.32M -$3.5M -37,166 -73%
RW
442
Regimen Wealth
Georgia
$1.31M +$45K +485 +4%
RIM
443
Redwood Investment Management
Arizona
$1.31M +$254K +2,697 +24%
FTS
444
Fifth Third Securities
Ohio
$1.31M -$203K -2,156 -13%
Citadel Advisors
445
Citadel Advisors
Florida
$1.3M -$23M -244,284 -95%
AWA
446
Arete Wealth Advisors
Illinois
$1.28M +$316K +3,354 +33%
JWCA
447
J.W. Coons Advisors
Ohio
$1.26M -$32.9K -350 -3%
OC
448
Oppenheimer & Co
New York
$1.26M +$284K +3,016 +29%
Jones Financial Companies
449
Jones Financial Companies
Missouri
$1.22M +$401K +4,260 +49%
SF
450
Synovus Financial
Georgia
$1.21M -$156K -1,657 -11%
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