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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.

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
1
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.42B
4
RWP
4
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
2
Ocean Park Asset Management
California
$0
3
Jane Street
3
Jane Street
New York
$15.4M
4
RJA
4
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bridgewater Associates
Connecticut
$132M +$2.41M +27,100 +2%
US Bancorp
27
US Bancorp
Minnesota
$131M +$23.8M +269,477 +22%
HW
28
Hancock Whitney
Mississippi
$119M +$5.22M +58,749 +5%
PAS
29
Park Avenue Securities
New York
$119M -$43M -484,453 -27%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$117M -$22.2M -250,107 -16%
UCFA
31
United Capital Financial Advisors
Texas
$113M -$62.6M -705,364 -36%
MML Investors Services
32
MML Investors Services
Massachusetts
$102M -$17M -191,521 -14%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$102M -$186K -1,758 -0.2%
OIA
34
OneDigital Investment Advisors
Kansas
$97.4M +$11M +123,509 +13%
Asset Management One
35
Asset Management One
Japan
$97.1M -$2.5M -28,146 -3%
MERSOM
36
Municipal Employees' Retirement System of Michigan
Michigan
$96.1M +$71.2M +801,744 +286%
Bessemer Group
37
Bessemer Group
New Jersey
$90.8M +$9.65M +108,678 +12%
CW
38
Connectus Wealth
Ohio
$83.3M -$3.06M -34,412 -4%
MD
39
Money Design
Japan
$82.5M +$4.42M +49,818 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$78.9M -$13.4M -151,139 -15%
AssetMark Inc
41
AssetMark Inc
California
$77.2M -$1.06M -11,920 -1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$75.2M +$39.2M +369,247 +109%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$62.1M -$1.88M -21,209 -3%
EW
44
Evoke Wealth
California
$61.8M +$8.58M +96,640 +16%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$55.5M +$2.45M +27,542 +5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$53.8M +$12.3M +139,001 +30%
AllianceBernstein
47
AllianceBernstein
Tennessee
$48.9M -$710K -7,990 -1%
WJA
48
Willis Johnson & Associates
Texas
$48.3M +$3.79M +42,634 +8%
SOMRS
49
State of Michigan Retirement System
Michigan
$48M – – –
HTC
50
Haverford Trust Company
Pennsylvania
$46.5M -$6.78M -76,401 -13%
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