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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 %
OLVIG
501
Oliver Lagore Vanvalin Investment Group
Michigan
$559K -$129K -1,458 -19%
ACM
502
Absolute Capital Management
Pennsylvania
$558K -$119K -1,337 -18%
FCBT
503
First Citizens Bank & Trust
North Carolina
$552K -$7.55K -85 -1%
Principal Financial Group
504
Principal Financial Group
Iowa
$551K +$105K +1,182 +24%
CC
505
Courier Capital
New York
$550K +$10.7K +121 +2%
MSFS
506
Main Street Financial Solutions
Pennsylvania
$549K +$120K +1,351 +28%
NL
507
Navalign LLC
California
$547K +$547K +6,157 New
RIM
508
Rockbridge Investment Management
New York
$536K +$10.4K +117 +2%
RFA
509
Resurgent Financial Advisors
Georgia
$533K +$178K +2,003 +50%
APC
510
Aspire Private Capital
North Carolina
$527K -$129K -1,455 -20%
CA
511
Continuum Advisory
Idaho
$526K -$48K -540 -8%
DIA
512
Dana Investment Advisors
Wisconsin
$525K -$2.84K -32 -0.5%
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$521K -$481K -5,413 -48%
SWM
514
Seed Wealth Management
Illinois
$520K -$170K -1,910 -25%
FNC
515
First National Corp
Massachusetts
$519K -$996K -11,216 -66%
FF
516
Friedenthal Financial
New Jersey
$519K -$71.2K -802 -12%
PA
517
PFG Advisors
Arizona
$514K -$589K -6,634 -53%
SWM
518
Silverlake Wealth Management
Vermont
$513K +$37.7K +424 +8%
CWM
519
Cahaba Wealth Management
Georgia
$511K +$4.53K +51 +0.9%
GFPC
520
Global Financial Private Client
Florida
$509K +$66.1K +754 +15%
JSL
521
JT Stratford LLC
Georgia
$507K -$74.2K -836 -13%
TA
522
TrueWealth Advisors
Alabama
$506K -$91.9K -1,035 -15%
SP
523
SWS Partners
Ohio
$505K – – –
SFG
524
Sovereign Financial Group
Connecticut
$498K -$251K -2,827 -34%
WT
525
Whittier Trust
California
$492K +$48.5K +546 +11%
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