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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
Ocean Park Asset Management
California
$0
3
Jane Street
Jane Street
New York
$15.4M
4
RJA
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
576
Federated Hermes
Pennsylvania
$329K +$329K +3,700 New
PVI
577
Pine Valley Investments
New Jersey
$328K +$328K +3,695 New
CWM
578
Chesapeake Wealth Management
Virginia
$323K +$94.1K +1,060 +41%
MOS
579
MGO One Seven
Ohio
$321K -$60.4K -680 -16%
KDA
580
Kraft Davis & Associates
Missouri
$312K +$5.2K +60 +2%
MMG
581
Monetary Management Group
Missouri
$311K -$88.8K -1,000 -22%
WAL
582
W Advisors LLC
Tennessee
$309K -$214K -2,415 -41%
CCFM
583
Clear Creek Financial Management
Washington
$308K -$26.5K -298 -8%
PJSIMP
584
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305K -$6.52K -76 -2%
UCB
585
United Community Bank
South Carolina
$305K +$305K +3,437 New
KA
586
Kure Advisory
Minnesota
$304K +$304K +3,427 New
PPP
587
Private Portfolio Partners
New Jersey
$303K -$50K -563 -14%
NS
588
NBC Securities
Alabama
$301K +$301K +3,393 New
FA
589
Flagstar Advisors
New York
$297K -$12.3K -139 -4%
ATPW
590
Ashton Thomas Private Wealth
Arizona
$294K +$73.4K +827 +33%
IFS
591
Ifrah Financial Services
Arkansas
$291K +$15.9K +179 +6%
RW
592
Rede Wealth
Virginia
$291K -$343K -3,864 -54%
CT
593
Colonial Trust
South Carolina
$290K -$106K -1,197 -27%
SS
594
Simplicity Solutions
Minnesota
$289K -$1.54M -17,308 -84%
KLI
595
Kelman-Lazarov Inc
Tennessee
$287K +$287K +3,232 New
CA
596
CoreCap Advisors
Michigan
$285K -$13K -146 -4%
William Blair & Company
597
William Blair & Company
Illinois
$285K -$8.88K -100 -3%
AWA
598
Arkadios Wealth Advisors
Georgia
$282K +$282K +3,175 New
SC
599
Scotia Capital
Ontario, Canada
$281K – – –
FHB
600
First Hawaiian Bank
Hawaii
$281K +$41.1K +463 +17%
22 23
24
25 26