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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 %
FT
476
Fiduciary Trust
Massachusetts
$672K -$8.26K -93 -1%
KWM
477
Keebeck Wealth Management
Illinois
$672K -$175K -1,972 -21%
D
478
Diversified
Delaware
$670K -$27.2K -306 -4%
BFM
479
Boothbay Fund Management
New York
$666K -$799K -9,000 -55%
Vontobel Holding
480
Vontobel Holding
Switzerland
$657K -$80.8K -910 -11%
Koshinski Asset Management
481
Koshinski Asset Management
Illinois
$648K +$18.4K +207 +3%
RJT
482
Raymond James Trust
Florida
$646K -$5.42K -61 -0.8%
EWA
483
EverSource Wealth Advisors
Alabama
$642K +$20.7K +233 +3%
CRG
484
Cornerstone Retirement Group
Nevada
$640K +$640K +7,204 New
VPP
485
Vertex Planning Partners
Illinois
$635K -$125K -1,411 -16%
MIS
486
Morningstar Investment Services
Illinois
$630K +$630K +7,078 New
FIM
487
Freedom Investment Management
Connecticut
$628K +$17K +191 +3%
FFS
488
Founders Financial Securities
Maryland
$623K -$24.8K -279 -4%
PIA
489
Perennial Investment Advisors
California
$621K -$136K -1,530 -18%
TW
490
TrinityPoint Wealth
Connecticut
$618K +$13.1K +147 +2%
MPW
491
MA Private Wealth
California
$616K -$7.64K -86 -1%
LSA
492
Lion Street Advisors
Texas
$616K +$31.9K +359 +5%
SFM
493
Signet Financial Management
New Jersey
$595K -$97.6K -1,099 -14%
MSAGDF
494
Moneda SA Administradora General de Fondos
Chile
$592K – – –
1WA
495
180 Wealth Advisors
Washington
$591K +$27.9K +314 +5%
PFA
496
Pinnacle Family Advisors
Missouri
$589K +$33K +372 +6%
TWP
497
Tempus Wealth Planning
California
$575K +$88.1K +992 +18%
GIA
498
Gladstone Institutional Advisory
Florida
$574K +$33K +372 +6%
GVAG
499
Great Valley Advisor Group
Delaware
$573K -$183K -2,055 -24%
EWA
500
Evolution Wealth Advisors
Florida
$568K – – –
18 19
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